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| Estate Planning, Probate and Tax Planning |
| Decedents' Estates and Probate |
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Our experienced attorneys work closely with fiduciaries in trust, estate and probate matters of all kinds, providing documents and tax returns necessary to make sure that the assets are properly administered and distributed after all debts, taxes and administration expenses are paid.
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Services:
- Advice and assistance regarding disclaimers
- Advice and assistance regarding joint tenancy, payable on death or transfer on death clauses, and beneficiary designations
- Advice and assistance regarding tax planning
- Advice and assistance regarding title to real estate
- Court authorized amendments to trusts
- Estate administration
- Estate and trust accountings
- Estate tax and inheritance tax returns
- Fiduciary income tax returns
- Trust administration
- Will contests
Representative Clients:
- Closely held corporations of any size
- Individuals with “ordinary” needs (e.g. with children)
- Large net worth individuals
- Unique needs individuals
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Cases and Transactions:
- Used disclaimers and an amendment to decedent’s testamentary trust to reduce one estate’s federal estate tax liability from an initial estimate of $240,000 to $0.
- Saved one estate more than $18,000 in income tax by electing to report E Bond interest on the decedent’s personal income tax return.
Additional Resources:
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of a lawyer are extremely important decisions and should not be
based solely upon advertisements or self-proclaimed expertise. This
disclosure is required by rule of the Supreme Court of Iowa. Memberships
and offices in legal fraternities and legal societies, technical
and professional licenses, and memberships in scientific, technical
and professional associations and societies of law or field of practice
does not mean that a lawyer is a specialist or expert in a field
of law, nor does it mean that such lawyer is necessarily any more
expert or competent than any other lawyer. All potential clients
are urged to make their own independent investigation and evaluation
of any lawyer being considered. This notice is required by rule
of the Supreme Court of Iowa.
