Katie Muldoon

Experience

1. Trust & Estates Attorney, Counselor to Closely Held Businesses & Partner

   Quarles & Brady LLP

   Sep 2012 — Present · Milwaukee, WI, US

   Katie\'s trust and estate experience includes- Working with high-net-worth families to structure tax-efficient estate plans- Drafting complex trusts to facilitate intergenerational transfers of wealth- Reviewing and recommending updates to corporate governance documents to ensure that they are in sync with a client\'s estate plan- Probating estates and preparing estate tax returns- Advising trustees, or acting as trustee, of irrevocable trusts- Handling IRS estate tax audits.Katie\'s business succession planning experience includes- Assisting a second-generation business owner in transitioning control of the company to the adult child who is actively involved in the business, while economically benefitting other adult children who were not involved in the business- Advising a first-generation business owner on the transition of company stock in a way that secures an income stream for retirement- Updating the estate plan for a business owner during the sale to a family member, achieving the goal of treating all family members \"fairly\"- Tax planning for business owners prior to the sale of their businesses- Planning to ensure appropriate control of a business following the death of a matriarch/patriarch- Structuring business transition to protect against a future divorce- Negotiating a smooth exit from a family business- Helping assess the merits of an Employee Stock Ownership Plan (ESOP) as a transition option- Implementing stock redemption programs to provide security for the spouse and child.