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.
Juris Doctor, University of Washington Law School
Bachelor of Business Administration, University of Wisconsin - Milwaukee, summa cum laude