Ann M. Rieger

Shareholder

Location: Brookfield

T: 262.792.2427

F: 262.792.2477

arieger@dkattorneys.com


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Assistant: Crystal Stephen

T: 262.792.2429


Recognitions

  • Best Lawyers® in America - Corporate Law, Non-Profit/Charities Law, Trusts & Estates (2012-2020)
  • Best Lawyers® in America - Milwaukee, Non-Profit / Charities Law "Lawyer of the Year" (2014, 2017, 2019)
  • Best Lawyers® in America, Women in the Law (2017)
  • Listed as Five Star Financial Service Professional (2015)
  • Rated AV® Preeminent™ by Martindale-Hubbell
  • Women in the Law, Wisconsin Law Journal (2009)

Education

  • J.D., cum laude, Marquette University Law School
  • B.S. in accounting, with honors, Marquette University

Practice Areas


Education

  • J.D., cum laude, Marquette University Law School
  • B.S. in accounting, with honors, Marquette University
  • Industry


    Recognitions

    • Best Lawyers® in America - Corporate Law, Non-Profit/Charities Law, Trusts & Estates (2012-2020)
    • Best Lawyers® in America - Milwaukee, Non-Profit / Charities Law "Lawyer of the Year" (2014, 2017, 2019)
    • Best Lawyers® in America, Women in the Law (2017)
    • Listed as Five Star Financial Service Professional (2015)
    • Rated AV® Preeminent™ by Martindale-Hubbell
    • Women in the Law, Wisconsin Law Journal (2009)

Ann M. Rieger

Shareholder

Biography

With over 30 years of experience, Ann M. Rieger concentrates her practice in the areas of estate planning, tax planning, tax exempt organizations, and business law. While her clients are typically business owners, senior executives and professionals 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.  Ann has served in several key management roles with Davis|Kuelthau, including long time service as a member of the firm’s Board of Directors, and is a Past President.

Estate and succession planning. Ann has extensive experience in the preparation and implementation of various estate and succession planning techniques, including:

  • Wills
  • Revocable trusts
  • Irrevocable life insurance
  • Generation skipping transfer trusts
  • Charitable trusts
  • Family limited partnerships
  • Marital property agreements
  • Powers of attorney

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. Ann regularly assists closely-held business clients in tax planning, liability protection, ownership and management succession, and other matters. This includes:

  • organizational documents
  • buy-sell and transfer restriction agreements
  • negotiation and preparation of various other corporate agreements
  • counsel for 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:

  • Incorporation
  • Obtaining recognition of tax exempt status from the IRS
  • The structuring of internal policies and procedures to preserve tax exempt status
  • Consultation regarding government regulation
  • Contracting
  • Financing
  • Compliance with open record/open meeting requirements where applicable and all exemption related matters arising at the local, state and federal levels
  • Mergers, acquisitions and corporate restructuring

Representative Clients

  • Closely held businesses and their owners
  • High net worth individuals
  • Tax exempt organizations