Our goal is to give you peace of mind.
Estate planning involves deciding how you want your assets managed in the event of incapacitation or death, including, but not limited to, the distribution of assets to your heirs.
Through the use of wills, revocable living trusts, irrevocable trusts, power of attorney documents, living wills, irrevocable life insurance trusts, special needs trusts and more we can work with you to design an individualized estate plan that best meets your goals and unique circumstances.Read More
Probate is the court supervised process of administering an estate after someone dies when there are assets which cannot otherwise be transferred.
It includes proving the deceased person’s will is valid (if there is one), inventorying and valuing the deceased person’s property, paying debts and taxes, and distributing the remaining property as the will directs (or by state law if there is no will). We represent executors and administrators and help ensure that the asset transition is smooth and efficient.Read More
Trust administration involves the administration of an estate and transfer of property by a trustee after someone dies.
Oftentimes people put in place revocable living trusts so their beneficiaries avoid the court supervised probate process, typically resulting in a quicker and more private administration of an estate. We advise trustees and trust beneficiaries with this process and help ensure the seamless transition of estates and trusts.Read More
With the high cost of long term care, planning in advance for your long-term care needs is important. Medicaid is one option available to seniors to help pay for the high cost of long term care, provided certain eligibility requirements are met.
The attorneys at Pearson Bollman Law advise clients on the often complex Medicaid eligibility requirements and restrictions.Read More
The VA Aid and Attendance Pension is an income benefit many wartime veterans and their surviving spouses can receive to help offset the high cost of long term care.
Yet many families are not even aware that this benefit exists. These extra dollars can be used to pay for care in your home, in an assisted living facility, or in a nursing home. All the attorneys with Pearson Bollman Law are VA accredited and can, through proper legal planning, assist you in meeting the strict financial eligibility requirements.Read More
Matt often lectures to the public and to professional groups on topics such as What is Probate?; Asset Protection Planning for Iowa Retirees; Legal Issues Affecting Iowa Seniors; and Understanding VA Pension Benefits.Full Bio
Chad’s practice focuses on elder law, estate planning, non-profit/charitable organizations and collaborative family law. Along with his work as an attorney, Chad is a licensed mediator and routinely speaks at churches and other charitable organizations across the country.Full Bio
Thad focuses his practice on estate planning, elder law, Social Security disability and veterans disability. He also enjoys speaking with other attorneys and professional groups, as well as teaching continuing education to other Iowa attorneys.Full Bio
William has degrees in both accounting and law. Practicing out of the Marion office, he focuses on estate planning, elder law, probate/trust administration, and taxation.Full Bio