Wills, Trusts, Estate Planning and Probate Law

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

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.