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. In addition, Drew is a founder of Missions of Honor, Inc. Both organizations were formed with the mission of honoring local wartime veterans.
Experience
Resources & Insights
Alerts
Speaking Engagements
- Estate Planning for Young Adults: Essential Documents as Your Child Heads to College
Estate Planning for Young Adults: Essential Documents as Your Child Heads to CollegeAs your child approaches their milestone 18th birthday, it's crucial to understand the changes and responsibilities that accompany reaching the age of majority in the eyes of the law. This moment marks their transition into adulthood, where they gain the ability to make legal decisions and frankly, you, the child’s parent, lose it.
- Protect Your Estate
Protect Your EstateOn January 15th Drew MacDonald presented Protect Your Estate to a community group in Appleton, WI. During this presentation, Drew explained estate planning options, strategies and tools that can be used to protect and preserve assets, estates, and legacies.
- 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.
Education
Marquette University, J.D., cum laude
University of Wisconsin Whitewater, B.A., magna cum laude
Admissions
- Wisconsin