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Brianne P. Anderson

Brianne P. Anderson

Estate Planning Specialist
Milwaukee
414.287.9658414.287.9658
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  • Biography
  • Admissions, Activities & Honors
  • 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. 

Admitted To Practice

Washington

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
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Barb Kooping
414.287.9660414.287.9660
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