Professor Dr. Ann Bjerke

Biography

Ann works with ultra high net worth clients at UBS to help coordinate investment, estate planning, and philanthropic goals. She focuses on developing and implementing creative comprehensive strategies to assist clients with complex financial needs related to wealth preservation, transfer, and management. Ann reviews clients’ estate planning documents to ensure that their plans accurately reflect their family’s philosophy, needs, and objectives. Prior to joining UBS in 2008, Ann practiced law at law firms Winston & Strawn LLP and Levin, Schreder & Carey, focusing on estate and income tax planning for ultra high net worth individuals, families, and business owners. Additionally, she worked in the Office of Gift Planning at the University of Chicago. Ann received her B.A. from the University of Michigan and her J.D. from Vanderbilt University Law School, where she served as Managing Editor of the Vanderbilt Law Review. She is a member of the Chicago Estate Planning Council and the Professional Advisors Committee of the Chicago Community Trust, and has served as past co-chair of the Chicago Bar Association Committee on Estate and Gift Tax.

Courses