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Richard Behrendt, JD

Richard Behrendt is the director of estate planning at Annex Wealth Management. He taught as an adjunct professor at the University of Wisconsin Law School from 2008-2012. Before entering the financial services profession in 2006, Rich spent 12 years working as an estate tax attorney with the Internal Revenue Service, where he received the IRS’s National Achievement Award for assisting the government on several complex audits. Rich is frequently invited to speak to groups on various estate and financial planning topics and he has been quoted in several newspapers and magazines.


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