Boys & Girls Club of the Wausau Area – High Tea Committee Member (2020–2021).In the wintertime, she likes to stay warm in local yoga studios and in front of her fireplace with a great book. Oversaw estate and trust administrations for clients, ensuring property and assets are distributed to beneficiaries per the decedent’s expressed wishes.Ī native Wisconsinite, Shanna can be found enjoying the beautiful Northwoods by hiking or trail running with her German Shepherd, Bruce.Served as trustee, working in partnership the with family’s financial advisor, to distribute assets and manage a trust.Worked with a surviving spouse to protect her home and other property held in a vaguely drafted trust from being distributed to her deceased husband’s children through his estate.Facilitated family meetings to plan for the next generation’s ownership and management in a closely held business and implemented the plan by preparing business and estate planning documents.Transferred wealth to the next generation in a tax-efficient manner by using a complex, creditor-protected trust and structuring a closely held business to optimize valuation discounts for lack of marketability and lack of control.Recently, Shanna worked with clients on the following: Through these experiences, she’s learned the importance of facilitating family meetings and of approaching the conversation with compassion and complete transparency. Shanna has worked with families where multiple children are interested in having an active role with the family business, families where one of several children are interested in being active in the future of the business, and families where no children are interested in inheriting the business. The transition of a family-owned business is unique, complete with challenges and opportunities. Shanna has a particular interest in working with the next generation of closely held business owners, assisting with their estate planning, business interests, drafting of complex trusts, and agreements that create custom rules for transferring business interests. Once she has a solid understanding of their goals and objectives, she creates a plan for their future and outlines how to pass down their legacy. Shanna takes time to get to know her clients and what makes their situation unique. The Wausau Daily Herald was a 1985 finalist for the Pulitzer Prize for Explanatory Journalism for "a special section on Wausau's growing Indochinese refugee population, the Hmong" by Pam Sprague and Rob Orcutt.Shanna’s undergraduate degree in sociology has prepared her for understanding family dynamics, something she uses while respectfully navigating complicated family situations. In August 2021 the sale of the Daily Herald's Scott Street offices in Wausau was announced by Gannett. In 2018 the Appleton facility was also closed with printing moved to a facility in West Milwaukee. In 2017 Gannett announced the closure of the newspaper's printing plant in Wassau, with production moved to Appleton. In 1958 it moved into offices on Scott Street in Wausau. After a series of mergers and renamings, it eventually became known as the Wausau Daily Record-Herald in 1907, with the first edition being printed on 2 December of that year. The paper traces its roots to a paper established as the Torch of Liberty in 1875. The Daily Herald is owned by the Gannett Company, which owns ten other newspapers in Wisconsin. It is the primary newspaper in Wausau and is distributed throughout Marathon and Lincoln counties. The Wausau Daily Herald is a daily morning broadsheet printed in Wausau, Wisconsin. The Wausau Daily Herald's former offices on Scott Street, Wausau
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