PEPPING, BALK,
KINCAID & OLSON, LTD.

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