Ann M. Rieger
Shareholder

Location: Brookfield
T: 262.792.2427
F: 262.792.2477
300 North Corporate Drive, Suite 150
Brookfield, WI 53045
Assistant: Crystal Stephen
T: 262.792.2429

Education

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

Professional Activities

  • Member, American Bar Association (Health, Taxation, and Real Property, Probate and Trust Sections)
  • Member, State Bar of Wisconsin (CLE Presenter)
  • Member, Waukesha County Bar Association
  • Member and Past Director, Waukesha County Estate Planning Council, Ltd.
  • Member, Milwaukee Estate Planning Forum

Recognitions

  • Best Lawyers® in America, Women in the Law (2017)
  • Best Lawyers® in America - Corporate Law, Non-Profit/Charities Law, Trusts & Estates (2012-2018)
  • Best Lawyers® in America - Milwaukee, Non-Profit / Charities Law "Lawyer of the Year" (2014, 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

Main Bio | Notable Representations | Leadership

Biography

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 29 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:

  • 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. 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:

  • 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

Recognitions

  • Best Lawyers® in America, Women in the Law (2017)
  • Best Lawyers® in America - Corporate Law, Non-Profit/Charities Law, Trusts & Estates (2012-2018)
  • Best Lawyers® in America - Milwaukee, Non-Profit / Charities Law "Lawyer of the Year" (2014, 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

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