Services Provided
Wealth Transfer
- Wills
- Revocable and irrevocable trusts
- Lifetime and testamentary gifting plans
- Charitable giving plans
- Optimizing ownership structure
- Private split dollar arrangements, and other advanced funding mechanisms
- Life insurance planning, including irrevocable life insurance trusts
- Planning for qualified retirement plans
- Grantor retained annuity trusts
- Generation-skipping transfers
- Qualified personal residence trusts
- Strategies involving "intentionally defective" grantor trusts
- Dynasty trusts
- Asset-protection trusts
- Family limited partnerships and limited liability companies
- Optimizing and leveraging annual exclusion gifts
- 2503(c) trusts
- Lifetime and testamentary QTIP trusts
- Disclaimer planning
- Incentive trusts and other strategies to prevent wealth dependency
- Trusts for children and disabled adults
- Valuation planning
Trusts and Estates and Personal Relationships
- Trusts and estates administration
- Probate of estates
- Administration of trusts
- Fiduciary duties
- Family settlement agreements and judicial settlements
- Modification and termination of trusts
- Trustee succession issues
- Personal relationships
- Durable powers of attorney
- Healthcare powers of attorney
- Living wills
- Guardianships
- Conservatorships
- Premarital agreements
- Cohabitation agreements for unmarried partners
- Adoptions
Family Business Planning and Asset Management
- Succession planning for closely-held business interests
- Management and preservation of assets
- Fiduciary duties
- Shareholder agreements and buy-sell covenants
- Structuring redemption agreements, option contracts, shareholder agreements, buy-sell covenants and rights of refusal
- Separating ownership and control
- Entity status, subchapter S elections and real estate LLCs
- Board structure and governance issues before, during and after intergenerational transfers
- When and how to sell your business
- ESOPs and other forms of employee ownership
- Phantom stock plans, deferred compensation and golden parachute plans
- How to achieve equality between children involved in the business and children not involved in the business
Charitable Giving
- Outright gifts
- Deferred gifts
- Testamentary gifts
- Charitable lead trusts
- Charitable remainder trusts
- Private foundations
- Supporting organizations
- Guidance regarding donor-advised funds and the Endow Iowa program
Tax Planning and Tax Controversies and Disputes
Additional Resources
Presentation Library
Download past presentations and view on-demand videos.
If you have questions regarding our wills, trusts, estate planning and probate law practice, please email or call us in Cedar Rapids at (319) 366-7641 or in Coralville at (319) 354-1019.
