Overview
Drew handles estate planning, business succession planning, special needs planning, estate and trust administration and probate. He also has extensive experience planning for clients’ long-term care needs. Drew is a frequent public speaker on the topic of estate planning and is also a contributing author of several published estate planning books.
Drew is also a long time, founding board member and past president of Old Glory Honor Flight, Inc. a charity dedicated to ensuring that every World War II, Korean War, and Vietnam War veteran gets an opportunity to visit Washington D.C. to see the war memorials built in their honor.
Experience
Resources & Insights
Alerts
Speaking Engagements
- Is it Time to Update Your Estate Plan?
Is it Time to Update Your Estate Plan?At Amundsen Davis our mission is to help our clients establish a simple, straightforward plan to deal effectively with complex life issues while leaving an enduring legacy for future generations. While we can offer an in-depth knowledge of the law and the tools available to deal with the complexities of life, the one thing we cannot offer is an awareness of your ever-evolving personal family circumstances. Things change; a periodic review of your estate plan is an important part of plan maintenance.
- Planning for College? Why Your 18-Year Old Needs a Durable Power of Attorney
Planning for College? Why Your 18-Year Old Needs a Durable Power of AttorneyReaching the age of majority is a critical milestone in a young person’s life. It brings with it important changes and new freedoms. The newly minted adult may now vote, enter into contracts, join the military and marry.
- In the Crosshairs: Guns in Estate PlanningIn the Crosshairs: Guns in Estate Planning
When engaging in the estate planning process, it’s easy to focus exclusively on the big assets such as real estate, retirement assets, investment accounts, and life insurance. It’s equally easy to discount the importance of planning for items of personal property. This is a mistake, because personal items can often times carry value far beyond what can be measured by dollars and cents.
- In the Crosshairs: Guns in Estate Planning
In the Crosshairs: Guns in Estate PlanningWhen engaging in the estate planning process, it’s easy to focus exclusively on the big assets such as real estate, retirement assets, investment accounts, and life insurance. It’s equally easy to discount the importance of planning for items of personal property. This is a mistake, because personal items can often times carry value far beyond what can be measured by dollars and cents.
Education
Marquette University, J.D., cum laude
University of Wisconsin Whitewater, B.A., magna cum laude
Admissions
- Wisconsin