Richard A. Behrendt

Richard
A. Behrendt
Senior Vice President, Director of Estate Planning ,
Baird's Private Wealth Management Group

Rich Behrendt is Director of Estate Planning for Baird’s Private Wealth Management group. In this role, he serves as a general estate planning resource for Baird Financial Advisors and their higher net-worth clients. His specific duties include evaluating existing estate plans and documents, creating customized estate planning reports, and modeling various estate tax planning strategies using state of the art estate planning software.

Prior to joining Baird in 2006, Rich spent twelve years working as an Estate Tax Attorney with the Internal Revenue Service. His responsibilities at the IRS involved auditing estate, gift, and fiduciary income tax returns. He audited estates with a typical $5-10 million net worth, and in some cases significantly more. He specialized at the IRS in auditing Family Limited Partnerships and other more controversial estate planning techniques.

Rich earned his law degree from Brooklyn Law School in 1994. He is a member of the State Bar of Wisconsin, Milwaukee Bar Association and Milwaukee Estate Planning Forum. Rich is also an Adjunct Professor of Law at the University of Wisconsin Law School where he teaches a course in advanced estate planning.

Commentary from Rich on a wide range of estate planning topics has been featured in national, regional and trade media such as The New York Times, USA Today, Bloomberg BusinessWeek, Registered Rep., Financial Advisor, Journal of Practical Estate Planning, andTrusts & Estates.

Articles
The Golden Age of Estate Planning 
Ironically, while most Americans cheered ATRA’s permanent relief from federal estate taxes, these tax law changes were met with a mixture of fear and self-doubt by one small segment of the population. Quietly, a group consisting of
Permanent Estate & Gift Tax Relief 
On Jan. 1, 2013, Congress averted the so-called fiscal cliff by approving new legislation titled the American Taxpayer Relief Act of 2012 (ATRA-2012). President Obama signed the bill into law.
Favorable Gift Tax Rules Set To Expire at the End of This Year
Richard A. Behrendt, Director of Estate Planning, Robert W. Baird & Co., explains the unprecedented opportunity for HNW families to transfer wealth with minimum tax consequences.
Transfer of Interest in FLPs
Fewer estates are now subject to federal estate taxes, thanks to the $5 million federal estate tax exemption. Internal Revenue Service data indicates
Why Super Rich Clients Should Consider Making Taxable Gifts in 2010
Why Super Rich Clients Should Consider Making Taxable Gifts in 2010.
Life Insurance Vs. Roth Conversion
Sometimes life insurance is better for clients than a Roth conversion. Here’s why.
Life Insurance, An Alternative to a Roth Conversion? 1
There is an alternative planning opportunity for clients who are intrigued by the benefit of tax-free growth of a Roth conversion, but who ultimately reject the strategy because of the income tax liability triggered on the full IRA balance at conversion: using the required minimum distributions on a traditional IRA to purchase life insurance.
Estate Tax Still A Muddle For Advisors
Beware! Rumors of the demise of the “death tax” have been greatly exaggerated.
The Age of Uncertainty
While Congress is preoccupied with other matters, legislation reforming estate taxes remaind stalled. What should advisors be discussing with their high-net-worth clients to alleviate some of the uncertainty?
Expect An Audit: The Estate Tax Audit Rate Is Skyrocketing
There's an important—yet unspoken—phenomenon in the world of estate tax: As the number of estate tax filings has been decreasing nationwide since 2001, there's been a corresponding increase in the Internal Revenue Service's audit coverage rate of estate tax returns—from 20 percent to nearly 100 percent.
The Audit Rate Is Skyrocketing
There's an important yet unspoken phenomenon in the world of estate tax: As the number of estate tax filings has been decreasing nationwide since 2001,
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