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Laura A. Jeltema

Partner | Email

  • Grand Rapids

    t. +1.616.752.2161

    f. +1.616.222.2161

Biography

Laura Jeltema counsels high net worth individuals, families and family offices on trust and estate administration and planning, income, gift, and generation-skipping transfer tax planning, and wealth preservation. Designing creative solutions for multi-generational families and limiting their risk and tax exposure is the foundation of Laura’s practice. In addition, Laura strategically guides owners of closely held businesses through pre-transaction planning, wealth preservation and business succession planning. Private foundations also rely on Laura’s knowledge and experience with respect to governance, compliance and transactional matters. She’s a problem solver and enjoys making complex laws more comprehensible for clients. Her organized and responsive nature is an asset to the individuals, businesses and families she assists. Prior to joining Warner, Laura practiced for over eleven years at a large top ranked Washington, DC based law firm.

Industries

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Education

  • American University Washington College of Law J.D. 2005 magna cum laude
  • Western Michigan University B.S. 2001 summa cum laude

Admitted

  • 2005, Michigan
  • 2006, District of Columbia

Bar Associations

  • American Bar Association, Business Planning Group
  • State Bar of Michigan, Real Property, Probate and Trust Law Section
  • District of Columbia Bar Association, Estates, Trusts and Probate Law Section

Teaching and Lecturing

  • Guest Lecturer for the Advanced Wealth Planning Seminar, Georgetown University Law Center, Spring 2013 - 2016
  • Adjunct Faculty, University of Baltimore School of Law, Introduction to Lawyering Skills, Fall 2008 and 2009

Experience

  • 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

Honors & Awards

Leadership

Professional Affiliations

  • West Michigan Estate Planning Counsel, Member

Community Affiliations

  • Grand Rapids Community Foundation Professional Advisory Committee (2017-Present)
  • Leadership Grand Rapids
    Class of 2020

Speaking Engagements

  • DC Bar Presentation, “There is Nothing Permanent Except Change: Using Nonjudicial Settlement Agreements to Change Irrevocable Trusts,” February 2015

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