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Jacob L. Geiermann

Estate planning Attorney at Fargo, ND

Not yet reviewed
  • State Years
    Dist. of Columbia - DC 2 years
    Minnesota - MN 9 years
    North Dakota - ND 10 years
  • Licensed for 2 years
    State DC
    Acquired 2021
    Status
    Good Standing No misconduct found
  • Licensed for 9 years
    State MN
    Acquired 2014
    Status
    Authorized to Practice No misconduct found
  • Licensed for 10 years
    State ND
    Acquired 2013
    Status
    Voluntarily Not Licensed No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Jacob

Learn Jacob’s areas of practice.

5
Practice areas
  1. Estate planning
    40%
    Advise clients on tax and non-tax consequences of estate planning strategies, including preparation of Last Will and Testaments, Revocable Living Trusts, Powers of Attorney, Health Care Directives, and various forms of irrevocable trusts.

    9 years

  2. Probate
    15%
    Represent Personal Representatives in the administration of probate estates.

    9 years

  3. Trusts
    15%
    Represent Trustees in the administration of trusts.

    9 years

  4. Business
    10%
    Create business entities, including limited liability companies, corporations, and partnerships. Draft operating agreements, buy-sell agreements, contracts, deeds, leases, purchase, and restructure agreements.

    9 years

  5. Litigation
    10%
    Represent fiduciaries and beneficiaries in trust and estate litigation matters. Conduct litigation, including discovery, motions, and briefs. Attend court hearings.

    9 years

  6. Tax
    10%
    Advise clients on the federal gift tax, estate tax, generation skipping transfer tax, and the Minnesota estate tax. Prepare and file gift tax and estate tax returns. Represent fiduciaries in federal estate tax and Minnesota estate audits and appeals.

    9 years

Attorney Jacob L. Geiermann has over six years of estate planning and trust and estate administration experience. Jacob was born and raised in Bismarck, and obtained his accounting and law degrees from the University of North Dakota.

Collaborating with our firm’s attorneys and staff, Jacob strives to understand each client’s unique needs. Jacob provides estate planning and tax planning services to individuals and business owners, with an emphasis on their family, community, and philanthropic goals. Jacob regularly represents personal representatives and trustees after the loss of a loved one, and helps to administer trusts and estates in the most efficient manner possible.

Jacob is active in the professional community, is a frequent speaker on trust and estate topics, and serves in leadership roles with national and regional nonprofits. Jacob has experience as a lobbyist, has drafted legislation, and advocates for improvements to trust and estate laws in North Dakota and Minnesota.

Jacob currently serves as a Fellow with the Real Property, Trust and Estate Law Section of the American Bar Association, and serves on the Board of Directors of the Red River Valley Estate Planning Council. Jacob was also named a Super Lawyers Great Plains Rising Star in 2018 and 2019. Jacob is licensed to practice law in North Dakota, Minnesota, and before the United States Tax Court.

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Contact Jacob

JD Legal Planning PLLC
902 28th St S Ste 2
Fargo, ND, 58103-8755

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Contact for Details

Resume

AVVO RATING 8.6 (Excellent)

Work Experience

  • Associate Attorney
  • JD Legal Planning PLLC
  • 2019 - Present
  • Associate Attorney
  • Ohnstad Twichell, PC
  • 2016 - 2019
  • Associate Attorney
  • Felhaber, Larson, Fenlon & Vogt, PA
  • 2016 - 2016
  • Associate Attorney
  • Ohnstad Twichell, PC
  • 2013 - 2016
View all work experience

Education

  • University of North Dakota School of Law
  • JD - Juris Doctor
  • 2013
  • University of North Dakota
  • Bachelor of Accountancy
  • 2009

Associations

  • American Bar Association, Real Property, Trust and Estate Law Section
  • Trust and Estate Fellow
  • 2018 - Present
  • Red River Valley Estate Planning Council
  • Board of Directors
  • 2017 - Present

Languages Spoken

  • English

Honors and Awards

  • Great Plains Rising Star
  • Super Lawyers
  • 2019
  • Great Plains Rising Star
  • Super Lawyers
  • 2018

Publications

  • North Dakota Century Code
  • House Bill 1221, 64th North Dakota Legislative Assembly
  • 2015

Speaking Engagements

  • Estate Planning for Farmers and Ranchers
  • Various Topics
  • 2018
  • North Dakota Trust Code Update Seminar
  • Trust Decanting
  • 2018
  • Probate Process: Step by Step Walk-Through
  • Various Topics
  • 2018
  • How to Handle the Probate Process
  • Various Topics
  • 2017
  • Design Your Succession Plan Workshop
  • Farm Estate Planning Overview
  • 2017
  • Lunch and Learn
  • Planning for the Minnesota Estate Tax
  • 2015
  • Estate Planning for Farmers and Ranchers
  • Various Topics
  • 2015
  • Preparing for Eternity
  • Estate Planning Basics
  • 2014
  • Monthly Meeting
  • Estate Planning, Probate, and the Minnesota Estate Tax
  • 2014
  • Monthly Meeting
  • Federal Gift and Estate Tax Overview
  • 2014
View all speaking engagements

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Fargo Estate planning Lawyer Jacob L. Geiermann
Jacob L. Geiermann
Estate planning Attorney
Fargo, ND
Licensed for 10 years