CONCENTRATION
Bruce Campbell is a senior shareholder of the Davis Brown Law Firm in the Business Division. His general practice in but not limited to the area of Estate Planning, Estate and Trust Administration and Taxation.
PROFESSIONAL RECOGNITION
• AV rated 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® 2008 in the areas of Non-Profit/Charities Law, Tax Law and Trusts and Estates.
• Super Lawyers Iowa, Tax, Estate Planning and Probate
• Chambers USA 2008 Bruce Campbell in Corporate and M&A- Iowa Ranked Band 3
SUMMARY
Bruce has extensive experience in the areas of revocable trusts and the avoidance of formal probate, Family Limited Partnerships and Limited Liability Companies, Grantor Retained Annuity Trusts, Charitable Remainder Trusts, marital deduction planning, 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 and 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.
REPRESENTATION
Bruce has also assisted several charities with exemption and unrelated business income tax matters including the successful case of Independent Order of Odd Fellows Grand Lodge of Iowa v. U.S., 72 AFTR 2d 93-5534, which held that share crop rentals were not unrelated business income.
PUBLICATIONS, LECTURES, AND SEMINARS
Bruce is a frequent speaker on estate planning, estate administration, and non-profit topics for CLE seminars and community groups.
MEMBERSHIPS
Bruce is a Fellow of the American College of Trust and Estate Counsel (ACTEC), and a member of the Real Property, Probate & Trust and Taxation sections of the ABA. He is also an ACTEC trained mediator specializing in the mediation of probate and family succession disputes.
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 and officer of Upper Iowa University, director and officer of the Iowa Natural Heritage Foundation, and a director of the Mercy Foundation.
| PH: | 515-246-7984 |
| Fax: | 515-243-0654 |
| Email: | Click Here |
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The Davis Brown Tower 215 10th Street, Ste. 1300 Des Moines, IA 50309 |
Alternative Dispute Resolution
Business Organizations and Transactions
Education
Tax
Wills, Trusts, Estate Planning and Probate Law
American College of Trusts and Estate Council (ACTEC)
Iowa State Bar Association
Polk County Bar Association