Elizabeth A. Heiner, Associate
Contact
phone: (608) 283-1702
fax: (608) 283-1709
Assistant
Kerri Meyer
phone: (608) 283-771
Estate Planning
Liz 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 the paperwork needed to maximize post-mortem tax planning.
Practice Experience
- 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 supervised the operations of non-profit and charitable foundation custodial and trust accounts.
- Liz joined Boardman's Trusts and Estates Group in 1992.
Education
- J.D., University of Wisconsin Law School, cum laude, Order of the Coif
Board Memberships
- Foundation for Madison's Public Schools
- Wisconsin Planned Giving Council
- Madison Youth Choirs
Writings & Contributions
- Former Note and Comment Editor for the Wisconsin Law Review