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Phone: (608) 283-1702
Fax: (608) 283-1709
lheiner@boardmanlawfirm.com
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Primary Area of Practice: Estate Planning
Liz Heiner focuses her practice on estate planning and employee benefits law.
She prepares wills and trusts for estate planning clients and reviews
the tax impact of estate plans. In addition, she probates estates
and prepares disclaimers in order to maximize post mortem tax planning.
- As a former Assistant Vice President and Trust Officer for
Chase Lincoln First Bank, N.A., Rochester, New York, Liz administered
employee benefit plans and trusts; supervised employee benefit
record-keeping; and administered non-profit and charitable foundation
custodial and trust accounts.
- Graduated cum laude from the University
of Wisconsin Law School, Order of the Coif
- Former Note and Comment Editor for the Wisconsin
Law Review
- Member of Phi Beta Kappa
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