Top best Estate Lawyers in Cedar Rapids near me

With more than 20 years of experience, including clerking at the Iowas Court of Appeals and the U.S. Bankruptcy Court in Des Moines, James Radig has effectively represented clients ranging from insurance companies and banks to municipalities and school districts. In 2008, Radig joined Arenson Law Group, PC in Cedar Rapids, Iowa. Having recieved his Juris Doctorate with high distinction from the University of Iowa College of Law in 1984, Radig focuses on cases pertaining to estate planning, real estate law, business law, corporate law, bankruptcy, and litigation. Currently, Radig is a member of the Iowa State Bar Association, the American Bar Association, and the Linn County Bar Association.

Travis Cavanaugh advises individuals and business clients regarding estate and wealth transfer planning, general business and corporate law, and tax matters. Mr. Cavanaugh’s prior experience as a public accountant at PricewaterhouseCoopers in Chicago provides useful insight into tax implications as it relates to personal and business succession planning, gift and estate tax planning, and general business transactions. In addition, Mr. Cavanaugh prepares estate tax returns, gift tax returns, and fiduciary income tax returns.. Corporate Transactions and Business Counseling. Mr. Cavanaugh advises businesses of all sizes and their owners and officers regarding entity organization, operations, governance, reorganization, and tax and succession planning, which includes the review, negotiations and drafting of contracts related to mergers, sales and purchases of assets or stock, reorganizations, redemptions and buy-sell agreements.. Estate Planning, Wills, Trusts, Probate and Wealth Transfer. Mr. Cavanaugh advises clients regarding gift and estate tax planning, succession planning for family businesses and charitable gifting. In addition, he drafts wills, revocable and irrevocable trusts, powers of attorney, premarital agreements and estate and gift tax returns.. Probate. To help clients after the loss of a family member. Mr. Cavanaugh assists clients with the administration of trusts and estates and works to resolve trust and estate controversies.. Taxation. Mr. Cavanaugh advises individual and business clients regarding the tax aspects (income, gift, estate and generation-skipping transfer) of proposed business transactions, pass-through entities (limited liability companies, partnerships and S corporations) and estate planning techniques.

Thomas DeBoom is a business and transactional attorney with Simmons Perrine Moyer Bergman PLC. Mr. DeBoom has offered a wide range of corporate law services to companies for more than 20 years. He understands the complexities of acquiring or forming a business, including financing options, governance and tax ramifications associated with the varying transactions. Mr. DeBoom counsels clients on matters such as sales and purchases of equity interests, securities, mergers, acquisitions and divestitures, ESOP transactions, profit sharing and deferred compensation arrangements, both ERISA-qualified and non-qualified, and business contracts, consulting and planning. Mr. DeBoom also serves on the firm's board of directors.

The following notices and disclosures are required by the Supreme Court of Iowa: The determination of the need for legal services and the choice of a lawyer are extremely important decisions and should not be based solely upon advertisements or self-proclaimed expertise. A description or indication of limitation of practice does not mean that any agency or board has certified such lawyer as a specialist or expert in an indicated field of law practice nor does it mean that such lawyer is necessarily any more expert or competent than any other lawyer. 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 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.

Phil Brooks is a business attorney serving clients on tax matters with emphasis in estate and business tax planning for closely-held entities including corporations, limited liability companies, partnerships and sole proprietorships. Although his practice is largely devoted to counseling businesses and their owners on organizational, tax and estate planning matters, he has developed a niche practice area of assisting insurance agents and brokers in mergers, acquisitions, joint ventures and other areas unique to the regulated environments of the property, liability, life and health insurance industries. In addition to earning an MBA in risk management and finance, Mr. Brooks also holds the Certified Property and Casualty Underwriter (CPCU) and the Chartered Life Underwriter (CLU) designations.. Mr. Brooks is a frequent speaker at insurance trade association meetings dealing with construction and interpretation of property and liability insurance contracts and insurance agent and broker business and tax issues. He also serves as an adjunct lecturer at the Emmett J. Vaughan Institute of Insurance and Risk Management located within the Tippie College of Business at the University of Iowa where he teaches life, health, property and liability insurance courses.

My name is Pressley and I am a trial lawyer. The only thing I am before that is a father of my two sons.  I have worked hard to live authentically in all aspects of my life. I always try to grow and learn. This has been true in my lawyering as well as my personal life – they are, in many ways, one in the same – because I am who I am, whether at home, meeting with clients, or in the courtroom.

Mr. Wenzel represents clients with matters relating to business transactions, estate planning, probate and trust administration and real estate law. He particularly enjoys helping those in the special needs community with disability planning, special needs trusts, guardianships, and conservatorships. Mr. Wenzel also makes frequent court appearances, representing his clients in hearings and trials.. Mr. Wenzel attended Creighton University School of Law and became a certified mediator at the Werner Institute for Negotiation and Dispute Resolution Center. After practicing in Omaha, Nebraska, Mr. Wenzel moved back to Cedar Rapids to practice with his father, Richard C. has since served clients for over a decade, joining Simmons Perrine Moyer Bergman PLC in 2024.

Mr. Morf served as the estate planning lecturer, teaching an upper level course in estate planning at the University of Iowa College of Law for 17 years. He speaks regularly to both attorneys and laypersons on a wide range of estate planning topics.

Mr. Anderson regularly represents individuals with matters pertaining to estate planning, probate and trust administrations and tax planning. Such representation involves advising and assisting clients to properly structure their estate plans in order to accomplish their estate plan goals and objectives in an efficient and tax effective manner. Mr. Anderson also counsels and guides individuals through the procedures relating to the administration of estates and trusts, including fiduciary (estate and trust) income tax, Iowa inheritance tax and federal estate tax planning.. In addition, Mr. Anderson deals extensively with corporate and business matters, including working with clients involving entity selection, establishment of business entities, business succession planning, preparation of employment agreements, asset and stock purchase/sale agreements and the drafting of contracts. He also regularly represents clients on a variety of real estate transactions, including real estate purchase/sale agreements, title corrective work, lease agreements, like-kind tax deferred exchanges and other real estate work.

Matthew J. Hektoen is an attorney with extensive experience and focus in a wide range of complex commercial real estate and ancillary corporate matters including acquisition, sale, development, financing and leasing of commercial, hotels, telecommunication tower, agricultural and industrial properties. Mr. Hektoen regularly represents clients in the formation of partnerships, limited liability companies and other entities for use in a variety of settings. He also assists clients in securing debt financing inclusive of traditional and Commercial Mortgage-Backed Securities (CMBS) loans and equity financing for development, rehabilitation and acquisition transactions. Mr. Hektoen also assists clients in securing financing from non-traditional sources such as Tax Increment Financing (TIF) arrangements, historic tax credits, low income housing tax credits, workforce housing tax credits and a variety of other sources.

Lynn Hartman has represented financial institutions for more than 30 years after serving as in-house counsel for Firstar Bank (now U.S. Bank) prior to joining Simmons Perrine Moyer Bergman PLC in 1998. While leading the banking and finance practice group, Ms. Hartman advises lenders and borrowers on commercial transactions including secured and unsecured lending, asset-based and real estate lending, project and acquisition financing, letters of credit and mortgage enforceability opinions. She has worked on commercial lending transactions upwards of $200 million.. In addition, Ms. Hartman helps banking clients navigate compliance requirements with federal and state regulations, as well as handling all aspects of foreclosure actions and negotiating loan default workout agreements.. Ms. Hartman presents regularly on industry and regulatory topics. She has been recognized on many rating sites, including the Best Lawyers® 2015 & 2022 "Lawyer of the Year" list for Cedar Rapids banking and finance law. Ms. Hartman is a former long-standing member of the firm's board of directors.

Laurie L. Dawley is an Attorney and Senior Vice President at Shuttleworth & Ingersoll. Her work focuses on business law, banking and finance law, real estate law and mergers and acquisitions. She serves on the Firm’s board of directors, is chair of the Firm’s business practice group and immediate past chair of the Firm’s associate/recruiting committee.  Laurie has represented numerous individuals, banks and financial institutions, agricultural and commercial real estate owners and developers, and closely-held businesses and their owners.  She has experience conducting farmland auctions and managing large foreclosure actions involving numerous residential and commercial properties.  Laurie works with local nonprofit corporations to address their various legal needs including helping a local nonprofit obtain its tax exempt status to further its mission of supporting Iowa’s women business owners.. Growing up on a farm in Northeast Iowa and married to a grain and cattle farmer, Laurie is passionate about the importance of agriculture to Iowa’s businesses, economy and overall qualify of life.

J. Scott Bogguss is a business, transactional and tax attorney with extensive experience providing tax, trust and estate, probate and general business law counsel to a wide variety of closely held businesses and their owners. Mr. Bogguss’ general activities include initial organization and reorganization of business entities to accomplish the financial, tax planning, management and other objectives of the owners and managers of such entities. His work also frequently involves the design and implementation of estate, pension, mergers, acquisitions, business succession and executive compensation plans. Mr. Bogguss’ experience includes transactional work in mergers, acquisitions and secured lending. He also represents business and individual clients with respect to disputed income tax matters and is a practicing member of the agricultural law practice group.. Prior to 2009, Mr. Bogguss was a member of the Cedar Rapids firm of Moyer & Bergman PLC where he served several terms in that firm’s management and as chair of its business and tax group.

Amanda D’Amico is an experienced transactional attorney primarily engaged in business and corporate law, taxation, mergers and acquisitions, contracts, estate planning and probate law. She counsels clients regarding entity formations, business operations, governance, and tax implications regarding pass-through entities. Ms. D'Amico also works with many individuals and families regarding their estate and succession plans and guides clients through the probate process.. Business Counseling and Transactions. Ms. D’Amico advises businesses of all sizes and their members regarding entity organization, operations, governance and planning, which includes the review, negotiation and drafting of contracts related to mergers, sales and purchases of assets or stock, reorganizations, redemptions and buy-sell agreements.. Taxation. Ms. D’Amico advises individual and business clients regarding the tax aspects of various corporate entity transactions and with respect to the use of pass-through entities (limited liability companies, partnerships and S corporations). In addition, she represents clients regarding issues related to qualified and non-qualified deferred compensation.. Estate Planning, Wills, Trusts, Probate and Wealth Transfer. Ms. D’Amico advises clients regarding gift and estate tax planning, succession planning for family businesses and charitable gifting. In addition, she drafts wills, revocable and irrevocable trusts, powers of attorney and estate and gift tax returns and assists clients through the probate process.

Alexandria Ransom joined Simmons Perrine Moyer Bergman PLC in 2017 and is a member of the firm’s Estate Planning and Private Wealth practice group. In this role, Ms. Ransom advises clients regarding gift and estate tax planning, succession planning for family businesses and charitable gifting. In addition, she drafts wills, revocable and irrevocable trusts, powers of attorney, premarital agreements and estate and gift tax returns.. Ms. Ransom received her undergraduate degree in Political Science from Appalachian State University in Boone, North Carolina, and earned her Juris Doctor with High Distinction at the University of Iowa College of Law in 2017. She has been selected to the Iowa Chapter of the Order of the Coif and is recognized in Best Lawyers for Trusts and Estates and Great Plains Super Lawyers Rising Stars for Estate and Probate law.

Experienced Estate attorney serving clients in Cedar Rapids and surrounding areas.