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Laura A.
Jeltema

  • Partner

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.

  • 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.
  • “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
  • “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
  • 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
  • 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
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Laura A.
Jeltema

  • Partner
Grand Rapids

My admin

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.

  • “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
  • “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
  • 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
  • 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