Kelsey R. Sjoblom
- Estate Planning
- Estate and Gift Tax
- Revocable Trusts/Living Trusts
- Irrevocable Trusts
- Gift Planning
- Estate and Trust Administration
- Charitable Gift Planning
- Estate Freezing Techniques
- Generation-Skipping Transfer Tax
- Iowa Inheritance Tax
- Business Succession Planning
- Business Organization
- Business Reorganization
- Buy-Sell Agreements
- Corporations
- Limited Liability Companies
- Business Law
- Estate Planning
- Estate and Gift Tax
- Revocable Trusts/Living Trusts
- Irrevocable Trusts
- Gift Planning
- Estate and Trust Administration
- Charitable Gift Planning
- Estate Freezing Techniques
- Generation-Skipping Transfer Tax
- Iowa Inheritance Tax
- Business Succession Planning
- Business Organization
- Business Reorganization
- Buy-Sell Agreements
- Corporations
- Limited Liability Companies
- Business Law
Kelsey is an associate at the firm, practicing in the areas of estate planning, estate and trust administration, and business law.
Kelsey provides comprehensive services in connection with wills, revocable and irrevocable trusts, and estate and gift taxation. She focuses on helping families plan their legacy by understanding their individual goals and family circumstances and coordinating the estate plan to fit those needs. In addition, Kelsey also provides services in connection with the administration of wills, revocable trusts, and irrevocable trusts.
On the business side, she assists clients in planning for and executing the succession of a closely-held business, whether through a sale of the company or by reason or a retirement or death. She also handles entity organization, administration, and reorganization.
Kelsey was accepted into the Heart of America Fellows Institute of the American College of Trust and Estate Counsel (ACTEC) in 2023. Kelsey has been selected for inclusion in Great Plains Super Lawyers (Rising stars 2022-2023).
education:
- Drake University Law School, J.D., with honors, 2016
- Business Law Certificate
- Drake Law Review (2014-2016)
- Iowa Taxpayers Association Linda S. Weindruch Scholarship Recipient, 2015
- Edwin Earle Ferguson Prize – Silver Award, 2016
- Luther College, B.A., with honors, 2011
Bar Admissions:
- Iowa
Professional Affiliations:
- Iowa State Bar Association
- Polk County Bar Association
- Polk County Women Attorneys
- Iowa Academy of Trust and Estate Counsel