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Estate and Trust Management

Madison, WI
1221 John Q. Hammons Drive
Madison, WI 53717

Milwaukee, WI
18650 W. Corporate Drive
Suite 200
Brookfield, WI 53045

Sioux Falls, SD
300 North Dakota Avenue
Suite 310
Sioux Falls, SD 57104

Call (800) 681-0279

Our Trust Professionals

Meeting your Personal Needs > Estate and Trust Management > Our Trust and Estate Professionals

Our Trust and Estate Professionals

	Jack Cotton, CPA
	Principal
		(608) 826-2025
		cottonj@sva.com
		Learn more about Jack Jack works with clients’ executive management teams to develop a vision for the future, review management’s strategic plans and initiatives, and share a “best practices” approach to company operations. Jack stresses the importance of identifying procedures and techniques needed to help owners manage and control their business more efficiently and economically.

	E.G. Schramka, CPA, J.D., ABV, PFS
	Vice President
		(608) 826-2769
		schramkae@sva.com
		Learn more about E.G. E.G. has extensive experience in estate planning, fiduciary taxation and trust administration services. He advises estate planning clients by helping them identify their personal objectives, income needs and tax strategies to meet their long-term goals. He also has experience in business valuation and personal financial planning.

	Gaylene Stingl, CPA, MST, CVA
	Vice President
		(262) 923-5186
		stinglg@sva.com
		Learn more about Gaylene Gaylene reviews, analyzes and interprets the internal and external factors that influence the value of a business, including the business’ history, financial position, operations, and projections for the future. She also advises clients in the financial aspects of divorce, with extensive experience in the collaborative divorce process.

	Katharine Blumenthal
	Executive Trust Officer
		(608) 826-2539
		blumenthalk@sva.com
		Learn more about Katharine Kate is responsible for SVA Trust Company compliance and trust administration. She has extensive experience trust and trust-related fields, as manager of a bank trust department and independent trust counsel to a trust company.

	Andrew Brienen
	Senior Tax Administrator
		(608) 826-2569
		brienena@sva.com
		Learn more about Andrew Andrew focuses his work in the areas of fiduciary income, estate and gift tax, and trust administration. As a paralegal and tax specialist, Andrew guides clients through the trust/estate administration process, assists clients by consulting on their estate planning and reviewing their wills and trust documents.

	Anna Gauer
	Trust Officer
		(605) 271-9697
		gauera@sva.com
		Learn more about Anna Anna is responsible for corporate and trust compliance in the Sioux Falls, S.D., office of SVA Trust Company. She has experience in regulatory and corporate compliance as in-house counsel for a South Dakota corporation.

	Sarah Lundey
	Operational Supervisor
		(608) 826-2334
		lundeys@sva.com
		Learn more about Sarah Sarah is responsible for administering the day-to-day operations of the trust accounting software system. Prior to joining SVA, she worked in loan operations and banking.

	Gary Peterson
	Trust and Estate Services Manager
		(608) 826-2395
		petersong@sva.com
		Learn more about Gary Gary provides guidance for SVA Trust Company’s income tax planning for estates and trusts. He supervises the company’s tax compliance efforts, including fiduciary income tax returns, estate tax returns and gift tax returns.

E.G. Schramka to Present on Charitable Gift Planning at Olbrich Annual Financial Education Event
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