Andrew J. Willms

Attorney at Law

Andrew J. Willms is the founding shareholder of Willms, S.C. Andy practices in the areas of estate planning, probate, corporate law, and taxation law. He has assisted his clients with all aspects of estate and retirement planning, including estate tax planning, insurance and retirement planning, corporate succession, the use of living trusts, protecting assets from creditor claims, probate and probate-related litigation.

Andy is licensed to practice law in Wisconsin and Florida. He received his B.A. degree, magna cum laude, from the University of Wisconsin-Milwaukee School of Business (1984), and both his Juris Doctorate, cum laude, and Master of Laws Degree in Estate Planning from the University of Miami College of Law (1985).

Andy is a member of the State Bar of Wisconsin, the Florida Bar, and is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”). He is admitted to practice before the U.S. Tax Court, and has received an AV rating from the Martindale-Hubbell Attorney Rating Service. This widely respected industry rating is based on the confidential recommendations made by members of the Bar and Judiciary. An AV rating is the highest an attorney can receive. In addition, Andy has recently been selected by his peers for inclusion in The Best Lawyers in America and Super Lawyers for his professional achievement in the areas of Trusts and Estates. Andy is married with three children and resides with his family in Grafton, Wisconsin. His hobbies include: running, car collecting, and racing vintage sports cars.

Andy is the author of numerous publications on estate planning, retirement planning and marital property law. Andy has also been a featured speaker at numerous continuous education conferences for attorneys, accountants and insurance agents. Some of his more recent articles and presentations include:

“The Evolving Role of Life Insurance in Estate Planning: One Attorney’s Perspective” Northwestern Mutual Life Insurance Company, Milwaukee, WI, May 2008, September 2008, September 2009, September 2010, September 2012, May 2013, and September 2014.

“Estate Planning for the Other 99 Percent – Planning Considerations for the Non-Taxable Estate” Northwestern Mutual Life Insurance Company, Milwaukee, WI, July 2014.

“Temporary death of ‘death tax’” Editorial-Milwaukee Journal Sentinel, January 3, 2010.

“A Primer on Asset Protection” Advanced Planning Ideas – The Northwestern Mutual Life Insurance Company, Milwaukee, WI, Fall 2007.

“New Traps for Executives and Business Owners that Estate Planners Need to Know” American College of Trust and Estate Counsel, Los Angeles, CA, July 2006.

“The Role of Life Insurance in Light of Estate Tax Reform” Red River Valley Estate Planning Council, Fargo, ND, February 2006.

“Combining Life Insurance and Retirement Benefits” International Forum, Boca Raton, FL, January 2006.

“Estate Planning for Larger Estates” Community Memorial Hospital, Menomonee Falls, WI, November 2004.

“Estate Planning for a Marital Property Interest in IRAs” The American College of Trust and Estate Counsel 2004 Fall Meeting, Pittsburgh, PA, October 2004.

“Wisconsin: An Estate Planning Paradise.” R&R Insurance Conference, June 2001.

For the sake of brevity, only selected publications and presentations have been listed above.

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