Trusts And Estates

Practice Group Overview

The need for thoughtful estate planning and trust administration has never been greater. This is true for all individuals regardless of age, wealth or family circumstances. Estate planning can be emotionally and legally challenging, and each situation is different. Every individual deserves to have an estate plan that is individually tailored to his or her goals and needs.

Our estate planning attorneys offer peace of mind to clients stemming from both our expertise in all aspects of estate planning and administration and our ability to explain the complexities of these areas in an understandable manner. Our collective expertise, team approach, and attention to detail enables us to deliver thoughtful, comprehensive and timely service. Clients tell us that they appreciate the individualized attention, quick response times and cordiality they experience when working with us.

Areas of Emphasis

Conservatorships

At Hartung Schroeder, our dedicated attorneys and staff provide counsel and representation to family members seeking to assist loved ones who are facing incapacitating illnesses, advancing age, or disabilities and are no longer able to manage care or finances. It is often in the moment of crisis that failures in, or the absence of advanced directives and powers of attorney become known.

Estate Planning

Estate planning is the process where families develop a plan to ensure that the assets they have accumulated during their lifetime are protected at their death and are distributed as they choose.

Guardianships

At Hartung Schroeder, our dedicated attorneys and staff provide counsel and representation to family members seeking to assist loved ones who are facing incapacitating illnesses, advancing age, or disabilities and are no longer able to manage care or finances. It is often in the moment of crisis that failures in, or the absence of advanced directives and powers of attorney become known. In this situation, Iowa law enables the Courts to step in and fill the void through the creation of a guardianship or a conservatorship.

Probate

Probate administration describes the process in which the assets from the deceased individual's estate are distributed. A loved one may have died without leaving a will or the will may not account for all the assets in the estate or the terms of the will. The terms of the will may even be the result of undue influence over the individual when he or she was making the will. This can make things more difficult for fiduciaries, beneficiaries, heirs and others involved in the administration of the estate.

Will Contests

When the terms of a will are in dispute due to questions of competency, undue influence, or a relative's right to serve as an estate's executor, a will may be contested. At Hartung Schroeder, we represent clients who are involved in estate disputes such as probate litigation and contested wills. Regardless whether someone is challenging the terms of a will or you believe a will needs to be contested, we have the resources and experience needed to represent you.

Wills and Trusts

Planning for you and your family's financial security begins with an estate plan that addresses both the expected and the unexpected. How you protect certain assets, set aside real property, or provide for the continuity of your business can impact taxes, whether or not you qualify for Medicaid benefits should you become ill, and whether or not your heirs encounter legal difficulties regarding the family business.

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