Hodges Law, PLC
Attorneys at Law

Trust Administration

Trust Administration

Whether revocable or irrevocable, we can assist with all your trust needs.

Trust Administration

Overview

Our attorneys have extensive experience necessary to advise clients in the administration of Revocable and Irrevocable Trusts. 

Services

  • Trust administration
  • Preparation of federal estate tax returns, including to elect spousal portability
  • Preparation of Iowa inheritance tax returns
  • Preparation of fiduciary income tax returns
  • Advice and assistance regarding:
    • joint tenancy, payable on death or transfer on death clauses, and beneficiary designations;
    • title to real estate; and,
    • disclaimers.
  • Business formation of closely held corporations, limited liability companies and family limited partnerships.
  • Business succession planning in the form of buy-sell agreements, shareholder/stockholder agreements and stock redemption agreements.

Representative Client

  • Individuals and families with "ordinary" needs (e.g. with children)
  • High net worth individuals
  • Individuals with assets owned in several different states
  • Closely held corporations of any size

Cases and Transactions

  • We have developed estate plans designed to save hundreds of thousands of dollars in federal estate tax.