OUR SERVICES
At Christenson and Allex, LLC our planning services meet the needs of individuals, families, businesses and nonprofit organizations. We empower our clients with education they need to create a positive legacy. our multi-generational servicefocuses on people who care about their communities and a secure future.
OUR SERVICES INCLUDE:
Estate Planning
Wills
Trusts
Financial and Health Care
Powers of Attorney
Marital property Agreement
Patnership Agreements
   
  Probate/Estate Administration
Informal and Formal Probate
Guardianship Petitions for Minors
and Disabled Adults
   
  Elder Law
Medicaid Planning
Guardianship Petitions for Minors and Disabled Adults
Special Needs Trusts
   
  Nonprofit Law
Oganizational Documents: Articles of Incorporation/Bylaws
Application for Tax-Exempt Status
(Forms 1023 and 1024)
Education Regarding Board of Directors/Officers Fiduciary Duties
Legal Advice Regarding General
Corporate and Tax-Exempt Matters
   
  Small Business Planning
Organizational Documents:
Corporations, Limited Liability
Companies, Family Limited Partnerships
Contracts
legal Advice regarding General Corporate and Small Business Matters
   
  Real Estate
Offers to Purchase
Representation at Closing of Buyers or Sellers
Residential Real Estate Transactions
Conservation Easements
Historical Preservation Easements
Tenancy in Common Agreements
   
WHAT MAKES US DIFFERENT

Before becoming an attorney, Iris was an occupational therapist who worked with disabled or elderly clients, and Johanna taught music.  Both occupational therapy and teaching are helping professions, or what are sometimes called “people-oriented service fields,” and that’s how these women approach their work in the law.  They creatively approach problem solving with their clients, understanding that a “one-size-fits-all” approach doesn’t fit anyone.  They respect and listen to their clients’ goals and needs.  They work to transform their clients’ goals into reality.  They understand that their clients work too hard to leave anything to chance.  

Born, raised, and schooled in Madison, both Iris and Johanna believe that giving back to the community is essential.  In addition to their significant experience with organizing nonprofit organizations, they both volunteer as individuals.  Iris is president of the board of directors for Family Connections of Wisconsin, Inc., a program that assists children whose parent is incarcerated.  In addition, she continues with supportive involvement for a Hmong family that she sponsored in 1984.  Johanna is secretary of the board of directors for Natural Heritage Land Trust, Inc., a local land trust that conserves land in South Central Wisconsin.

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CUSTOMER SUPPORT

Johanna and Iris want their clients to be at ease and prefer being called by their first names.

The office has a relaxed atmosphere and soft warm colors and is conveniently located in Fitchburg, Wisconsin.
 
Street parking is available.  The office is handicap accessible and has a ramp at the entrance.  Home appointments can be arranged for elderly or disabled clients.

Clients are offered a variety of flexible payment options, assuring that there are
no surprises on fee arrangements.  Visa
and MasterCard are accepted.

Iris, Johanna, and the staff at Christenson and Allex, LLC form a team with their clients to plan for the future.  Depending on a client’s needs, the team could also include an investment advisor, accountant, insurance agent, or real estate agent.

 

 

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