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Wendy S. Rusch
About Wendy
Biography
My practice focuses on estate planning, family business succession planning, retirement planning, prenuptial and postnuptial agreements, and probate and trust administration. I also represent fiduciaries and beneficiaries in estate and trust disputes, and advise clients on a wide variety of estate, gift and income tax issues.
I take the time to get to know my clients, allowing me to develop highly individualized solutions for them.
My clients include owners of family controlled companies, professionals, individuals, trusts and estates, primarily in the Waukesha, Madison, and Milwaukee, Wisconsin areas.
Practice Areas
3
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Wisconsin for 25 years
State: Wisconsin
Acquired: 2000
No misconduct found
Location
Reinhart Boerner Van Deuren s.c.
N16 W23250 Stone Ridge Drive, Suite 1, Waukesha, WI, 53188
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Experience
Honors
2014
2014 Five Star Estate Planning Attorney, Five Star Professional
2013
Peer Review Rated as AV Preeminent, Martindale-Hubbell
2010
Rising Star, Super Lawyers
2007
Rising Star, Super Lawyers
2006
Rising Star, Super Lawyers
Work Experience
2013 - Present
Shareholder, Reinhart Boerner Van Deuren S.C.
2006 - 2013
Partner, Foley & Lardner, LLP
2000 - 2006
Associate, Whyte Hirschboeck Dudek S.C.
Associations
2013 - Present
Milwaukee Estate Planning ForumSecretary
2013 - Present
Waukesha Bar AssociationMember
2013 - Present
Mid-Winter Estate Planning ClinicMember
2009 - Present
Waukesha County Estate Planning CouncilMember
2009 - Present
Milwaukee Estate Planning ForumMember
2008 - Present
Milwaukee Bar AssociationMember
2004 - Present
Forum for Women Estate CounselorsMember
2000 - Present
State Bar of WisconsinMember
2000 - Present
American Bar AssociationMember
2011 - 2013
Milwaukee Estate Planning ForumProgram Chair
2011 - 2013
Association for Women Lawyers Estate Planning Discussion GroupCo-chair
2009 - 2013
Association for Women Lawyers Estate Planning Discussion GroupMember
2007 - 2008
Madison Estate CouncilBoard of Directors
2004 - 2008
Forum for Women Estate CounselorsFounder and Chair
2001 - 2008
Madison Estate CouncilMember
2000 - 2008
Dane County Bar AssociationMember
Sample of Legal Cases
Wealth transfer planning
Success for clients
Business succession planning
Success for clients
Protection of family wealth and business interests
Success for clients
Trust administration
Success for clients
Education
2000
University of Wisconsin Law School
JD - Juris Doctor
1992
Cornell University
BS - Bachelor of Science
Speaking Engagements
2014
National Business Institute's Trusts 101
Irrevocable Life Insurance Trusts
2014
Mid-Winter Estate Planning Clinic
The Effect of Portability and a $5,000,000 Estate Tax Exemption on Estate Planning Document Drafting
2014
American Legion 2014 Midwinter Conference
Taking Control of Your Estate Plan
2013
The Alternative Board
Business Succession Planning for Family & Closely Held Businesses
2013
Partnership for Philanthropic Planning of Eastern Wisconsin's Planned Giving Workshops
Charitable Gift Annuities
2013
Partnership for Philanthropic Planning of Eastern Wisconsin
Critical Charitable Giving Issues to Watch for in Federal Legislation
2012
Children's Hospital of Wisconsin
15th Annual Estate and Financial Planning Seminar for Women
2011
State Bar of Wisconsin's 32nd Annual Estate Planning Update
Estate Planning with Discount Entities
2011
Milwaukee Bar Association
Estate Planning with Discount Entities
2010
State Bar of Wisconsin's Corporate Practice Institute
Business Succession Planning
2010
National Business Institute's Trusts 101
Irrevocable Life Insurance Trusts
2008
Waukesha County Estate Planning Council
Preserving Marital Property in Common Law States
2008
Milwaukee Estate Planning Forum
Preserving Marital Property in Common Law States
2006
University of Wisconsin Law School
Drafting When Death Taxes Are Involved
Publications
2014
State Bar of Wisconsin
Eckhardt's Workbook for Wisconsin Estate Planners
2011
The Wealth Manager
The Implications for Wealth Transfers from U.S. Debt Downgrade: An Increase Is Possible In Safe-Harbor Interest Rates for Intra-Family Debt Transactions
Languages
English