Bruce I. Campbell
CONCENTRATION
Bruce Campbell is a senior shareholder of the Davis Brown Law Firm. As a member of the Business Division, he has a general practice in, but not limited to, the areas of estate planning, estate and trust administration and taxation.
Bruce has extensive experience in the following areas:
- Family limited partnerships (FLP) and limited liability companies (LLC)
- Grantor retained annuity trusts (GRAT)
- Charitable remainder trusts
- Charitable planning
- Special use valuation, estate tax deferral, valuation of entities
- U.S. Estate and Gift tax examinations
- Income and inheritance tax protests before the Iowa Department of Revenue
- Fiduciary and individual income tax planning
- Sales of real estate, farms, and businesses from estates
Bruce has handled several fiduciary litigation cases including will
and trust contests, will and trust interpretations, determinations of
spousal rights, contested guardianship and conservatorship matters,
breaches of fiduciary obligation, and removal of fiduciaries. He also
has testified as an expert in cases involving estate planning and estate
administration malpractice claims.
Bruce has assisted clients in establishing several not-for-profit
charitable corporations and charitable trusts, including publicly
supported charities, supporting organizations and private foundations,
and obtaining their U.S. tax exemptions.
Bruce is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and an ACTEC trained mediator specializing in the mediation of probate and family succession disputes. He is also a member of the Real Property, Probate & Trust and Taxation sections of the ABA.
PROFESSIONAL RECOGNITION
- AV ® Preeminent™ rating by Martindale-Hubbell. An AV certification mark is a significant rating accomplishment - a testament to the fact that a lawyer's peers rank him or her at the highest level of professional excellence.
- The Best Lawyers in America in the areas of Litigation & Controversy - Tax, Litigation - Trusts & Estates, Non-Profit/Charities Law, Tax Law and Trusts and Estates. Bruce has been designated as a Best Lawyer since 1983.
- Best Lawyers' 2013 "Des Moines Litigation - Trusts & Estates Lawyer of the Year."
- Chambers USA Corporate/M&A, Iowa Ranked Band 3, 2010
- Great Plains Super Lawyers, Tax
- Best Lawyers' 2012 "Des Moines Litigation & Controversy - Tax Lawyer of the Year"
PUBLICATIONS, speeches, AND SEMINARS
Bruce is a frequent speaker on estate planning, estate administration, and non-profit topics for CLE seminars and community groups.
- Continuation of New Tax Legislation/Estate & Succession Planning, Landowner Educational Seminar, Hertz Farm Management, Inc., July 2011
OF NOTE
Bruce is a seventh generation Iowan and graduated from both Upper Iowa University and Harvard Law School with honors. He has taught Estate and Gift Tax, Estate Planning and Fiduciary Income Tax at Drake University and Drake University Law School as an adjunct professor.
COMMUNITY
Bruce serves as a trustee of Upper Iowa University and as a director and officer of the Iowa Natural Heritage Foundation.
Memberships
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American Bar Association
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American College of Trusts and Estate Council (ACTEC)
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Iowa State Bar Association
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Polk County Bar Association
Alma Maters
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Harvard Law School, 1973
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Upper Iowa University, 1969
Bar Admissions
Articles