EMILY McALLISTER

  • Estate Planning
  • Estate and Gift Tax
  • Revocable Trusts/Living Trusts
  • Life Insurance Trusts
  • Gift Planning
  • Trust Administration
  • Charitable Gift Planning
  • Estate Freezing Techniques
  • Generation-Skipping Transfer Tax
  • Iowa Inheritance Tax
  • Business Succession Planning
  • Business Sales and Acquisitions
  • Business Reorganization
  • Buy-Sell Agreements
  • Corporations
  • Limited Liability Companies
  • Contracts
  • Nonprofit Corporations

Emily is a shareholder at the firm, practicing in the areas of estate planning and business law, with an emphasis on the integration of the business plan and the estate plan.

On the estate planning side, Emily provides comprehensive services in connection with wills, revocable and irrevocable trusts, and estate tax, gift tax, and generation-skipping transfer tax planning. Emily focuses on understanding her clients’ individual goals, specific family circumstances, and asset holdings so that she can appropriately tailor the estate plan to meet the client’s personal needs on a tax-effective basis.

On the business side, she assists clients in planning for and executing the succession of the closely-held business, whether through a sale of the company or by reason of a retirement or death. She also handles business entity organization, administration, and reorganization.

  • The University of Michigan Law School, J.D., cum laude, 1993
  • Indiana University, B.S., With High Distinction, Phi Beta Kappa, 1991
  • Iowa Academy of Trust and Estate Counsel
  • Iowa State Bar Association (Business Law Section and Probate, Property & Trust Law Section)