Ann M. Rieger is a Past President of Davis & Kuelthau, s.c. and currently serves on its Board of Directors. She is a practicing attorney on the firm’s Corporate Team. With 28 years of experience, Ann concentrates her practice in the areas of estate planning, tax planning, tax exempt organizations, and business law. While her clients are typically business owners, professionals and senior executives who appreciate her thoughtful and creative approach to their often complicated personal, tax and financial planning challenges, Ann regularly works with clients of varying personal and financial situations.
Estate and succession planning. Ann has extensive experience in the preparation and implementation of various estate and succession planning techniques, including:
These techniques are often used in combination to help clients achieve their goals of reducing administrative burdens, minimizing taxes, implementing structures to address unique family dynamics, incapacity planning, charitable giving, creditor protection, and other benefits.
Closely-held businesses. When applied to the context of planning involving closely-held businesses, Ann assists clients in tax planning, liability protection, ownership and management succession, and other matters. This includes start up documentation such as the preparation of organizational documents, buy-sell and transfer restriction agreements, and the negotiation and preparation of various other corporate agreements, as well as legal services related to ongoing business operations.
Tax exempt organizations. In assisting tax exempt organizations, Ann regularly counsels clients across the full life cycle of an organization. These critical milestones include: