Simmons Perrine Moyer Bergman PLC
Paul P. Morf
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Paul P. Morf

Position: Member
115 3rd Street SE, Suite 1200
Cedar Rapids, IA 52401-1266
(319) 896-4012 direct
(319) 366-1917 fax
E-Mail: pmorf@simmonsperrine.com

Practicing primarily in wills, estate planning and probate law.

Firm Leadership Roles

Relevant experience:

Non-Charitable Planning: Wills and Revocable Trusts, Credit-Shelter Trusts, Contingent Estate Tax Planning, Qualified Terminal Interest Property (QTIP) Marital Trusts, Generation-Skipping Transfer Tax Exempt Trusts, Dynasty Trusts, Incentive Trusts, Perpetual South Dakota Trusts, Supplemental Needs Trusts, 2503(c) Trusts, Grantor Trusts, Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Installment Sales to Grantor Trusts, Powers of Attorney, Healthcare Powers of Attorney, Limited Liability Companies and Family Limited Partnerships, Irrevocable Life Insurance Trusts, Private Split-Dollar Arrangements, Option Contracts, Installment Sales, Corporate Recapitalizations to Separate Ownership from Control and Business Succession Planning.

Charitable Planning: Restricted Gifts, Charitable Lead Annuity Trusts, Charitable Remainder Trusts, Private Foundations, Private Operating Foundations, Supporting Organizations, Public Charities, Donor-Advised Funds, Charitable Gift Annuities and General Counsel for Non-Profit Entities.

Trust and Estate Litigation: Will Contests (both defending and challenging wills/codicils/revocable trusts), Trust Amendments, Change of Situs, Change of Trustee, Family Settlement Agreements; Litigation to construe a will or trust, litigation regarding buy-sell agreements and oppression of minority shareholders and tax litigation.

Legal teaching positions: 

(Adjunct Professorships)

  • University of Iowa College of Law | Courses: Trusts and Estates (2006), Estate Planning (2003, 2004, 2005), Advanced Trusts and Estates Practice (2013), Chair, Annual Probate and Trust Seminar (2009, 2011-2014)
  • Mount Mercy College | Courses: Business Law (2003)

Place of birth: Cedar Rapids, Iowa