Trust and Estate Administration

We assist our clients with all aspects of trust and estate administration. We provide advice to both individual and corporate fiduciaries. We assist guardians and conservators with their annual reporting obligations. We advise our clients on all tax matters that arise in the administration of trusts and estates, including fiduciary income tax return preparation, estate and gift tax return preparation, and Iowa inheritance tax return preparation. We provide advice to our clients on post-mortem tax planning strategies, including disclaimers, special use valuation, valuation discounts and the payment of tax obligations on an installment basis. We negotiate and prepare family settlement agreements in situations where conflicts have arisen in the course of administration, and if necessary to address conflict, we are ready and willing to provide litigation assistance to our clients that are unable to resolve their disputes through negotiation.