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® Preeminent™ 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 2012 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 Laywer since 1983.
• Chambers USA Corporate/M&A, Iowa Ranked Band 3 2010
• Iowa Super Lawyers 2007, Tax
• Great Plains Super Lawyers 2009 & 2011, Tax
• Named Best Lawyers' 2012 "Des Moines Litigation & Controversy - Tax Lawyer of the Year"
SUMMARY
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.
PUBLICATIONS, LECTURES, 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
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 of Upper Iowa University and as a director and officer of the Iowa Natural Heritage Foundation.
Resources
Bruce Campbell named Best Lawyers' 2011 Des Moines Trusts & Estates Attorney of the Year
10/21/2010 - Best Lawyers, the oldest and most respected peer-review publication in the legal profession, has ...The Davis Brown Law Firm Congratulates Bruce I. Campbell for 35 Years of Service
09/23/2008 - Bruce Campbell was recognized by members of the firm Board of Directors and Staff. Bruce is ...Articles
| PH: | 515-288-2500 |
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The Davis Brown Tower 215 10th Street, Suite 1300 Des Moines, IA 50309 |
Business Organizations and Transactions
Education
Mediation and Alternative Dispute Resolution
Tax/Transaction
Wills, Trusts (Estate Planning and Probate Law)
American College of Trusts and Estate Council (ACTEC)
Iowa State Bar Association
Polk County Bar Association
