Practice Areas - Estate Planning, Estate & Trust Administration
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| University | Northwestern University, B.A., Phi Beta Kappa, 1977; Northwestern University, M.A., 1978 |
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| Law School | University of Wisconsin Law School, J.D., cum laude, Order of the Coif, 1991 |
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| Admitted | 1991, Wisconsin |
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| Born | Utica, New York, May 21, 1956 |
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| Biography | Liz focuses her practice on estate planning and probate and trust administration. She prepares wills and trusts for estate planning clients and reviews the tax impact of estate plans.
Practice Experience
• Liz joined Boardman & Clark’s Trusts and Estates Group in 1992.
• 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.
Board Memberships
• Foundation for Madison’s Public Schools (Board member 2008-present)
• Wisconsin Planned Giving Council (Board member 2008 — present)
• Madison Youth Choirs (Board Member 2005-2008)
• Madison West Area Boosters Association (Board Member 2004-2006)
• Camp Randall Rowing Club (Board member 2004-2006)
• A Fund for Women, Grant-Making Committee (2007-present)
• Forum for Women Estate Planners (2005-present)
Writings & Contributions
• Eckhardt’s Workbook for Wisconsin Estate Planners, State Bar of Wisconsin (5th ed., 2008), (with M. Bradley, et al.)
• Member, Wisconsin Study Group Committee revising the Wisconsin Trust Code
• Wisconsin Probate Trailer Bill
• Former Note and Comment Editor for the Wisconsin Law Review
• State Bar of Wisconsin, Section on Real Property, Probate and Trust Law, Wisconsin Trust Code Committee, Participating in drafting new trust law (current)
• State Bar of Wisconsin, Section on Real Property, Probate and Trust Law, participated in drafting Probate Code Trailer Bill, 2005 Wis. Act 216
Board Memberships
• American Bar Association • Wisconsin Bar
• Dane County Bar
• Wisconsin Study Group: Uniform Trust Code
Interesting Fact
Liz enjoys the Wisconsin winters because she loves to downhill and cross-country ski.
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| ISLN | 901507547 |
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