Laura A. Jeltema
- Partner
My admin
- Megan DeYoung
I firmly believe that being a good listener is crucial to being a good estate planning lawyer. When meeting with a client, I don’t rush to interject my opinion. I ask questions to elicit revealing answers, listen closely and absorb what they’re telling me about their circumstances and concerns. By hearing and understanding their big-picture perspective, I can approach issues from many different angles and draw on my extensive experience and knowledge to craft creative strategies that address problems in the most optimal way.
Laura Jeltema advises high-net-worth individuals, families and family offices in trust and estate administration and planning, wealth preservation and income, gift and generation-skipping transfer tax planning. Laura designs and implements innovative solutions for multigenerational families to accomplish planning objectives and to limit their risk and tax exposure, which constitutes the hallmark and foundation of her Michigan-focused practice.
industries
practices
- Coordinates administration of trusts and estates of all sizes with all types of assets.
- Manages preparation of complex wills and trusts and other estate planning documents.
- Handles settlement of estate and gift tax audits before the IRS.
- Oversees implementation of strategies for wealth preservation, charitable giving, business succession and pre-transaction planning.
- Represents multiple generations of families and family offices.
- Coordinates administration of trusts and estates of all sizes with all types of assets.
- Manages preparation of complex wills and trusts and other estate planning documents.
- Handles settlement of estate and gift tax audits before the IRS.
- Oversees implementation of strategies for wealth preservation, charitable giving, business succession and pre-transaction planning.
- Represents multiple generations of families and family offices.
- “Drafting Engagement and Closing Letters,” ICLE’s 32nd Annual Drafting Estate Planning Documents, February 16, 2023
- “Drafting Trusts for Estate Tax Planning,” ICLE Seminar: Planning Techniques for the Taxable Estate, Virtual Seminar, December 6, 2022
- “Implement Flexibility with Established Estate Planning Tools,” ICLE Tax Law Webinar Series, June 2020
- DC Bar Presentation, “There is Nothing Permanent Except Change: Using Nonjudicial Settlement Agreements to Change Irrevocable Trusts,” February 2015
- “Drafting Engagement and Closing Letters,” ICLE’s 32nd Annual Drafting Estate Planning Documents, February 16, 2023
- “Drafting Trusts for Estate Tax Planning,” ICLE Seminar: Planning Techniques for the Taxable Estate, Virtual Seminar, December 6, 2022
- “Implement Flexibility with Established Estate Planning Tools,” ICLE Tax Law Webinar Series, June 2020
- DC Bar Presentation, “There is Nothing Permanent Except Change: Using Nonjudicial Settlement Agreements to Change Irrevocable Trusts,” February 2015
- Warner Again Recognized by Chambers for Private Wealth LawLegacy Matters
- Hot Topics for Private Clients and Family Offices from the 2024 Heckerling Institute on Estate Planning – Part TwoLegacy Matters
- Hot Topics for Private Clients and Family Offices from 2024 Heckerling Institute on Estate Planning – Part OneLegacy Matters
- We are Delighted to Have an Additional Attorney Ranked by Chambers in 2023Legacy Matters
- We Are Grateful To Be Recognized by ChambersLegacy Matters
- Have You Had “The Talk” With Your Kids? (No, not that one. The one about your estate plan.)Legacy Matters
- Is It Time for a Trust Taxation Tune-Up?Legacy Matters
- Family Constitutions: The Foundation of a Family’s FutureLegacy Matters
- There is No Time Like the Present to Make GiftsLegacy Matters
- Why High Net Worth Families Need to Review Estate Plans Now: Unintended Consequences of the Tax ReformLegacy Matters
- Gift Strategies to Help High Net Worth Families Benefit from Tax ReformLegacy Matters
- Warner Attorneys Selected for Multiple Honors by Best Lawyers in America®
- Seven Warner Attorneys, Firm Listed as Top Leaders in Chambers High Net Worth 2024 Guide
- 66 Warner Attorneys Named Top Lawyers by Grand Rapids Magazine
- Warner Attorneys Selected for Multiple Honors by Best Lawyers in America®
- Seven Warner Attorneys, Firm Named Top Leaders in Chambers High Net Worth 2023 Guide
- Warner Represented Star Truck Rentals in Its Sale to Penske Truck Leasing
- Annual Michigan Capital Network Fund Update
- 108 Warner Attorneys Rated Best Lawyers in America
- Six Warner Attorneys, Firm Named Top Leaders in Chambers High Net Worth 2022 Guide
- 51 Warner Attorneys Rated 2022 Top Lawyers by Grand Rapids Magazine
- 105 Warner Attorneys Rated Best Lawyers in America©
- Six Warner Attorneys, Firm Named Top Leaders in Chambers High Net Worth 2021 Guide
- 102 Warner Attorneys Rated 2021 Best Lawyers in America
- Warner Attorneys to Participate in Leadership Programs
- Warner Names Eight Attorneys as Partners
- Laura A. Jeltema Joins Warner
- Warner Again Recognized by Chambers for Private Wealth Law
- Hot Topics for Private Clients and Family Offices from the 2024 Heckerling Institute on Estate Planning – Part Two
- Hot Topics for Private Clients and Family Offices from 2024 Heckerling Institute on Estate Planning – Part One
- We are Delighted to Have an Additional Attorney Ranked by Chambers in 2023
- We Are Grateful To Be Recognized by Chambers
- Have You Had “The Talk” With Your Kids? (No, not that one. The one about your estate plan.)
- Can My Estate Plan Benefit from Opportunity Zone Investment?
- Is It Time for a Trust Taxation Tune-Up?
- Estate Planning With Cryptocurrency Requires a Proactive Approach
- Family Constitutions: The Foundation of a Family’s Future
- There is No Time Like the Present to Make Gifts
- Oh, the Places They’ll Go Now, with a 529 Plan!
- Why High Net Worth Families Need to Review Estate Plans Now: Unintended Consequences of the Tax Reform
- Gift Strategies to Help High Net Worth Families Benefit from Tax Reform
- How Everyone Can Benefit From Tax Reform
- Plan Now—The Window of Opportunity May Disappear
- “Practice Area Snapshot, Part Two … Elder Law: Skill Sets, Hiring, & Medical Cannabis ,” Of Counsel The Legal Practice and Management Report, Volume 42, No. 5, May 2023
- “Practice Area Snapshot, Part One … A Confluence of Factors Keep Elder Law Attorneys Hopping,” Of Counsel The Legal Practice and Management Report, Volume 42, No. 4, April 2023
- Co-Author, “
- “Practice Area Snapshot, Part Two … Elder Law: Skill Sets, Hiring, & Medical Cannabis ,” Of Counsel The Legal Practice and Management Report, Volume 42, No. 5, May 2023
- “Practice Area Snapshot, Part One … A Confluence of Factors Keep Elder Law Attorneys Hopping,” Of Counsel The Legal Practice and Management Report, Volume 42, No. 4, April 2023
- Co-Author, “Time to Get Smart About ART – How Reproductive Technology Affects Your Planning,” Michigan Bar Journal, 12/1/2019
- “Incorporate estate planning into New Year’s resolutions,” Grand Rapids Business Journal, 12/7/2018
- “Under Lock and Key: Are Your Family Assets Protected?” Grand Rapids Business Journal, October 20, 2017
- “Times Have Changed. Have Your Operating Documents?” Aspen Corporation Services Bulletin, Vol. LXXXVII No. 20, October 2016