Roadblocks to Effective Estate Planning – How to Root Them out and Bridge Them

WISCONSIN CHAPTER EVENT

Roadblocks to Effective Estate Planning – How to Root Them out and Bridge Them


Too often people dismiss the need for an estate plan because their net worth is below the top estate value for tax exemption (currently $11.58 million per person in 2020 or $23.16 million for a married couple).  As advisors, we know that taxes are only one element of an effective plan.  Our challenge is coaching our clients to understand the bigger picture, why having a solid plan is a gift to yourself and your family, and what elements should be addressed.

Join us for our conversation Roadblocks to Effective Estate Planning – How to root them out and bridge them where we will learn how to spot and navigate the obstacles that hold clients back.

 

Learning Objectives:

  • Ability to identify the common roadblocks
  • Understand how to identify the roadblock(s) in your client circumstances
  • Tools and techniques for guiding your client to more effective estate planning

 

About the Presenter:

Learn from industry expert including, Christine Rew Barden, Shareholder, Trusts and Estates Practice, and founder and chair of the firm’s Family Office Services Group.

Meet the Presenter

 

This meeting offers location options in both Madison and Milwaukee.

Madison Location: Honkamp Krueger & Co., P.C. | 251 Progress Way, Suite One, Waunakee, WI 53597

Milwaukee Location: PNC Bank | 411 E. Wisconsin Avenue, Milwaukee, WI  53202

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIWisconsin.org.

About the Presenter


Christine Rew Barden

Christine Rew Barden

Shareholder, Trusts and Estates Practice, and founder and chair of the firm’s Family Office Services Group

Meet Christine Rew Barden.

Christine Rew Barden is a shareholder in Reinhart’s Trusts and Estates Practice, and founder and chair of the firm’s Family Office Services Group. She has extensive experience in assisting her clients in the development and implementation of estate planning and transition strategies intended to preserve family wealth as well as maintain and foster relationships across generations. Christine’s practice includes estate planning, family business planning, retirement planning, marital and prenuptial agreements,

post-divorce estate planning, probate and trust administration, charitable giving and fiduciary counsel.

In addition to practicing in Wisconsin, she is licensed to practice in Illinois and works with many clients who have interests in both states. Early in her career, Christine helped establish and served as legal counsel for Wrigley Management Inc. – the private family office of a prominent Chicago family. From that beginning, Christine has continued in the vein of assisting high-net-worth families as well as clients on a high-net-worth trajectory to address their estate planning.

Christine’s personal and thoughtful manner with her clients enables her to get to the heart of their goals and concerns to formulate creative, targeted solutions. During her 20 years as an attorney, she has realized the importance of client comprehension; therefore, she always takes the necessary time to explain legal complexities in plain English to ensure her clients understand the intricacies of the adopted plan or strategy. Valuing the importance of future generations and succession planning, she often invites older children to final planning meetings and conferences to allow them the opportunity of seeing their parents working with another professional while simultaneously gaining an understanding of their family’s plan.

Christine primarily serves the following industries:

  • Charitable Contributions and Planning Reinhart Trust Services
  • Prenuptial Agreements/Marital Agreements Succession Planning and Exit Strategies
  • Tax Planning
  • Estate Planning for Individuals Gift and Estate Tax Audits Fiduciary Litigation
  • Arizona/Florida/Illinois Law Consultations
  • Tax-Exempt Organizations Family Office

 

Education

  • J.D., Indiana University School of Law-Indianapolis, Indiana B.S., Purdue University, West Lafayette, Indiana

 

Bar Admissions

  • Wisconsin
  • Illinois

 

Practices

 

Specialty Practices

 

Services

 

Social

 

Matters

  • Adjunct Professor, University of Wisconsin-Madison, School of Law, Estate & Gift Tax course and the Marital Property Law course, 2015 – present
  • Practiced law in Chicago, during which time she served as legal counsel and Corporate Secretary of Wrigley Management Inc., the private trust office of a prominent Chicago family
  • Assisted business office in saving businesses by utilizing leveraging strategy, thereby allowing time to secure financing at favorable rates while avoiding sale of business
  • Worked with many surviving spouses and families to resolve post-death conflicts to preserve family wealth and harmony
  • Estate, gift and generation-skipping transfer tax issues Charitable planning
  • Prenuptial agreements Fiduciary counsel
  • Arizona, Florida and Illinois law consultant group

 

Honors & Affiliations

Honors

  • Best Lawyers in America (Trusts and Estates)

Affiliations

  • Governor, Madison Community Foundation
  • Member, State Bar of Wisconsin (admitted 2001)
  • Member, State Bar of Illinois (admitted 1995)
  • Member, State of Wisconsin Judicial Council (2011 – 2013)
  • Governor, State Bar of Wisconsin Board of Governors, District 9 (2010 – 2013)
  • Forum for Women Estate Counselors, Madison, Wisconsin (2001 – present)
  • Madison Estate Council
  • Dane County Bar Association
  • Chicago Trust Law Committee
  • Chicago Estate Planning Council
  • Member, Covenant Presbyterian Church
  • Madison Community Foundation (Board of Governors) (2018 – present)
  • Wisconsin Youth Symphony Orchestras (Board Member; Chair, Fund Development Committee)
  • Kids Forward Foundation (Board Member) (2011 – present)

 

Publications

  • Contributor, Keith A. Christiansen et al., “Marital Property Law in Wisconsin” (4th ed. 2010)
  • Keeping Up With Philip Seymour Hoffman,” WealthManagement.com, co-author (March 2014)
  • “Wisconsin Trust Code: Acting as a Directing Party”
  • “The Wisconsin Trust Code: New Rules and Guidance”

 

Presentations

  • “Who Painted Your Picasso: Provenance and Estate Planning for Art Collectors”, Milwaukee, WI, May 19, 2015
  • “Succession Planning for your Lake Home” Co-Speaker and Workshop Leader, 2015 Wisconsin Lakes Partnership Convention, April 23-25, 2015
  • Co-Presenter – Smith & Gesteland, “Services for Family Business Owners: Risk-Management”, March 26, 2015
  • Meeting Host, Wisconsin Planned Giving Council (featured Keith Johnson, who spoke on Socially Responsible Investing for Non-Profit Organizations), March 3, 2015
  • “Keeping Your Cabin in the Family: Succession Planning for your Lake Home” – 2015 Lake Home & Cabin Show, January 23-25, 2015
  • “Who Painted Your Picasso: Provenance and Estate Planning for Art Collectors”, May 27, 2014

Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA Credit

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).