Skip to Search
Skip to Main Content
Main Content
Brianne P. Anderson

Brianne P. Anderson

Estate Planning Specialist
Milwaukee
414.287.9658414.287.9658
vcard
  • Biography
  • Education
Brianne P. Anderson

Brianne Anderson is an Estate Planning Specialist in Godfrey & Kahn’s Estate Planning, Estate & Trust Administration Practice Group, practicing in the firm’s Milwaukee office.  In this role, Brianne handles a full range of estate and trust matters, including: onboarding new estate planning and trust clients; tracking and managing trustee relationships and trustee succession; preparation of fiduciary income tax returns and gift tax returns; drafting approval of accounts, consents to trustee actions, nonjudicial settlement agreements, trust terminations and basic trust and estate documents; completing subscriptions documents, account management agreements, loan documents and assisting with the funding of trusts; preparing beneficiary designations, re-titling assets, and preparing real estate deeds and related documents; and analyzing distributions, advances and historical transactions.

Brianne is also a member of Godfrey & Kahn’s Client Special Services group, offering a variety of family office services for high-net worth clients of the firm, including: preparing and reviewing consolidated performance reporting and monitoring; budgeting, cash flow management, expense tracking, and reporting; preparation of personal financial statements; bill pay and mail services; tracking, management and reporting of charitable donations and private foundation support; construction management services; and inter-facing with other client advisors to support the needs of the client. 

Education

Juris Doctor, University of Washington Law School

Bachelor of Business Administration, University of Wisconsin - Milwaukee, summa cum laude

Milwaukee
833 East Michigan Street
Suite 1800
Milwaukee, WI
53202-5615
414.273.3500414.273.3500
414.273.5198414.273.5198
vcard
Barb Kooping
414.287.9660414.287.9660
vcard

Disclaimer and Legal Notices

Copyright © 2021 Godfrey & Kahn, S.C.

Attorneys at Law - All rights reserved.

 

Client Login

 

top