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About Me

The following notices and disclosures are required by the Supreme Court of Iowa: The determination of the need for legal services and the choice of a lawyer are extremely important decisions and should not be based solely upon advertisements or self-proclaimed expertise. A description or indication of limitation of practice does not mean that any agency or board has certified such lawyer as a specialist or expert in an indicated field of law practice nor does it mean that such lawyer is necessarily any more expert or competent than any other lawyer. Memberships and offices in legal fraternities and legal societies technical and professional licenses and memberships in scientific technical and professional associations and societies of law or field of practice does not mean that a lawyer is a specialist or expert in a field of law nor does it mean that such lawyer is necessarily more expert or competent than any other lawyer. All potential clients are urged to make their own independent investigation and evaluation of any lawyer being considered.


Practice Areas


  1. Estate Planning: 50%
  2. Trusts: 20%
  3. Probate: 10%
  4. Wills & Living Wills: 10%

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Contact Info

115 3rd Street SE Suite 1200
Cedar Rapids, IA, 52401-1266


IAAuthorized to practice law199809/20/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Award NameGrantorDate Granted
Listed (Trusts and Estates discipline)Best Lawyers in AmericaN/A
AV Peer Review RatingMartindale-HubbellN/A
Work Experience
TitleCompany NameDuration
MemberSimmons Perrine Moyer Bergman PLC1998 - Present
Adjunct ProfessorUniversity Of Iowa College Of Law2001 - 2005
Clerk to the Honorable David R. HansenUnited States Court of Appeals for the Eighth Circuit1997 - 1998
Association NamePosition NameDuration
American Health Lawyers AssociationN/A2010 - Present
Iowa Bar Association Probate and Trust SectionCouncil Member2008 - Present
Iowa Bar Association Business SectionNonProfit Organizations Committee Member2008 - Present
Cedar Rapids Estate Planning CouncilFormer President, Former Secretary, Former Treasurer2002 - Present
Iowa Bar Association Probate and Trust Sectionmember2002 - Present
American College of Trust and Estate CounselN/AN/A
Linn County Bar AssociationN/AN/A
School NameMajorDegreeGraduated
Yale Law SchoolN/AJD1997
Dartmouth CollegeGovernmentA.B.1994
Speaking Engagements
Conference NameTitleDate
Landowner Education Seminars in Arizona (Mesa, Tucson, Phoenix), California (Palm Desert), and Florida (Orlando, Tampa)Advanced Estate Planning Strategies for Farmers2012
2012 UI Fall Probate and Trust SeminarChair2012
US Bank Continuing Education WebinarValuation Issues in Planning: Wielding the Two-Edged Sword of Valuation-Based Planning Without Cutting Yourself2011
U.S. Bank Continuing Education WebinarInherited Wealth: How do I Empower my Children Rather than Corrupt their Initiative: Drafting and Administrating Trusts without Trust-Babies2011
Tri-State Estate Planning Council Meeting, Dubuque IowaPlanning in the Wake of the 2010 Tax Legislation: Navigating the Planning Storm with only Two Years of Visibility2011
Spring Tax Institute 2011Advanced Care Planning – More than Healthcare Powers of Attorney and Living Wills (ACTEC Blue Ribbon Panel)2011
Society of Financial Planning Professionals Annual CLE EventPlanning in the Wake of the 2010 Tax Legislation: Navigating the Planning Storm with only Two Years of Visibility2011
Seminar for Estate Planning ProfessionalsUpdate on 2010 Estate Tax Legislation2011
Landowner Educational Seminar in Cedar Rapids, Iowa; Houston, Texas; and Dallas, TexasAdvanced Estate Planning Strategies for Farmers2011
Iowa State Bar Association Annual meetingEstate Planning after the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 – Panel Discussion2011
Guest Lecture, Cultural Property ClassConservation Easements and Legal Strategies for Private Philanthropy Involving Land Preservation2011
Corporate Counsel CLEUnited States Supreme Court – Petitioning For Writ Of Certiorari2011
Business Succession Planning Seminars (Cedar Rapids and Emmetsburg)Business Succession Planning2011
Annual "Planning for the Best" SeminarPlanning for the Modern Family; Challenges Posed by Changing Social Norms and Evolving Reproductive Technologies2011
2011 UI Fall Probate and Trust SeminarChair2011
Professional Advisors SeminarApproaching Your Client About Charitable Giving2010
Fall Probate and Trust SeminarVirtual Representation2010
County Conservation Directors Annual Meeting, Coralville, IowaConservation Easements and Strategies for Private Philanthropy Involving Land Preservation2010
Annual "Planning For The Best" Seminar in Iowa CityFederal Estate, Gift, and Generation-Skipping Transfer Tax Planning Challenges in 2010 and Beyond2010
UI Fall Probate and Trust SeminarNew Developments in End-Of-Life Decision-Making: What Estate Planners Need to Know about IPOST, the Iowa Health Care Reform Act, and Implications for Elderly Clients in Hospitals, Nursing Homes, and Other Care Facilities2009
Family Law Section of the Iowa State Bar Association CLE, Des MoinesPost-Marital Agreements2009
Fall SeminarImpact of the Principal and Income Act on Estate Administration2009
(“Planning for the Best")Recent Iowa Legislation of Interest to Non-Profit Organizations and Philanthropists and Their Donors, University of Iowa Foundation2009
“Planning for the Best"Advanced Estate Planning Strategies for the 21st Century2008
ISBA Family Law SeminarEstate Planning for the Divorced, Divorcing, and Unhappily-Married Client2008
Chamber of Commerce seminarBusiness Success Planning2008
Cedar Rapids Estate Planning Council meetingPremarital Agreements & 2nd Marriages,2008
Black Hawk County Estate Planning Council meetingWealth, the Estate Tax, and Estate Planning in Iowa. What Does the Future Hold?2008
54th Annual Spring Tax Institute,The Importance of Checks and Balances in Structuring Fiduciary Authority,2008