News - Alvin H Kriger, Attorney at Law

Alvin H. Kriger makes it a priority to stay informed of changes in legislation that effect Estate Planning and Trusts.

Changes to IRA inheritance laws

The United States Supreme Court, in a decision that surprised many, held that, after the death of an IRA owner, assets in an inherited IRA for a non-spouse beneficiary no longer constitute retirement funds for bankru...

Wisconsin has revised its general power of attorney statutes

Wisconsin has revised its general power of attorney statutes making prior statutory references inaccurate and clarifying the laws regarding the extent to which you are allowed to grant authority to agents under a Wisconsin ...

Wisconsin has revised its trust statutes

Wisconsin has revised its trust statutes. These changes, among other things, make it easier to change an irrevocable trust in response to unanticipated circumstances including tax changes, clarify the ability to creditor pr...

Changes to Federal Estate Tax

The current estate tax threshold is $5,490,000.00 reduced by any lifetime taxable gifts. In addition there is now a way to port the unused exemption of the first spouse to die to the surviving spouse resulting in as much as...

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Address:

150 N Sunnyslope Road Suite 270 Brookfield, WI 53005

Phone:

262 641 0400

Testimonials

Some time ago Atty. Alvin Kriger reviewed and updated our estate plan and other important documents. Mom and I found Alvin to be an excellent attorney who took time to make sure our wishes are carried out if and when we are unable to do so. Alvin suggested we go through the plan with all three children so everyone understands what happens upon our death or incapacity.

This e-mail was sent by Mr. Kriger’s clients to their children.

Thank you for the advice you gave my parents and the documents you prepared for them. We have had no problem accessing their accounts and carrying out their wishes. When my husband’s parents passed with only a simple will the probate cost was over $4000.00 and took over 18 months and the children got into arguments about stuff in the house. I and my brothers avoided all that because everything was spelled out.

This note was received from a child of Mr. Kriger’s deceased clients.

It’s been almost 5 years since you advised us to set up a gifting trust. Our daughter is grateful for the gifts. We know the money will be used for good things and not be wasted. We have reduced our taxable estate and we have the joy of seeing our child and grandchildren enjoy our good fortune while we are living.

This note was received from a client.