WAUKESHA COUNTY ESTATE PLANNING COUNCIL, LTD.

Join us for an update on the latest trusts and estates developments from the 60^th Annual Heckerling Institute on Estate Planning.  Andrew Benson will provide an overview of the most interesting and talked about developments from this year’s institute.

About Andrew Benson:

Andrew is a member of Godfrey & Kahn’s Estates & Trusts practice, practicing in the firm’s Milwaukee office. His practice focuses on wills and trusts, business succession planning, estate tax gifting strategies, charitable gift planning, fiduciary income taxation, estate and trust administration, and probate administration. Andrew works closely with high-net-worth individuals and families to craft thoughtful, customized estate plans that align with their personal and financial goals in a tax-efficient and practical manner.

In particular, Andrew specializes in legacy trust planning, including the use of Life Insurance Trusts (ILITs), Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), Charitable Remainder Trusts (CRUTs), Charitable Lead Trusts (CLATs), and installment sales to Intentionally Defective Grantor Trusts (IDGTs).

With a background in the performing arts, Andrew brings creativity, problem-solving agility, and a client-focused mindset to his legal practice. While in law school, Andrew served as Managing Editor of the University of Wisconsin Law Review and as a Judicial Intern to Justice Annette Ziegler of the Wisconsin Supreme Court.