Trusts and Estates

We offer a broad spectrum of estate planning, trust and trust administration, and personal tax planning services. Jerry Pepping and Jennifer Kincaid have the knowledge and experience to guide you through a variety of situations related to your personal finance options as related to the law.

  • Will Preparation
  • Trust Formation (including funding of trusts)
  • Estate and Gift Tax Planning
  • Legal Incapacity and Guardianship and Conservatorship Proceedings
  • Powers of Attorney (property and healthcare)
  • Living Wills
  • Prenuptial Agreements
  • Estate Administration
  • Trust Administration
  • Preparation of Estate and Inheritance Tax Returns (Iowa, Illinois and federal)
  • Estate Beneficiary Representation
  • Trustee and Trust Beneficiary Representation
  • Charitable and Tax-Exempt Organization Formation and Representation
  • Business Succession Planning