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PRACTICE AREAS
- Estate Planning, Wills, Trusts, Probate, and Wealth Transfer
- Taxation Law
- Corporate Transactions & Business Counseling
- Agricultural Law
- Healthcare Law
- Municipal Law
EDUCATION
The Yale Law School, New Haven, CT (J.D., 1997)
- Editor-in-Chief, Yale Journal on Regulation
Dartmouth College, Hanover, NH (A.B., 1994)
- Summa Cum Laude
- Phi Beta Kappa
CLERKSHIP INFORMATION
Law Clerk to the Honorable David R. Hansen, United States Court of Appeals for the Eighth Circuit, 1997-1998
ADMISSION (STATE)
State of Iowa, 1998
ADMISSIONS (FEDERAL)
- United States Court of Appeals for the Eighth Circuit, 1998
- United States District Court for the Northern District of Iowa, 1998
- United States District Court for the Southern District of Iowa, 1998
NON-PROFIT & COMMUNITY AFFILIATIONS
Mount Vernon Community School District, Mount Vernon, Iowa
- Board of Education, 2006- present
The Rotary Club of Cedar Rapids
- President Elect, Present
- Foundation Chair, 2006- present
Cedar Rapids Symphony Orchestra Foundation
- Secretary/Treasurer 2008-present
- Board Member 2007-present
Indian Creek Nature Center Charitable Trust, Cedar Rapids, Iowa
- Trustee
Mercy Medical Center Foundation, Cedar Rapids, Iowa
- Member, Planned Giving Advisory Committee
Cornell College, Mount Vernon, Iowa
- Member, Planned Giving Advisory Committee
Cedar Rapids Area Chamber of Commerce Foundation
- Member, Board of Directors
Indian Creek Nature Center, Cedar Rapids, Iowa
- Former Board Member and Past-President
Cedar Rapids Museum of Art
- Former Member, Board of Directors
Cedar Rapids Symphony Orchestra
- Former Member, Board of Directors
Miracles in Motion
- Former Member, Board of Directors
Iowa Trust for Land Conservation
- Former Member, Board of Directors
Iowa Small Business Development Centers
- Former Member, Business Succession Advisory Board
United Way of East Central Iowa
- Various Campaign Position in past years, including: Mid-Market Campaign Chair; Attorney Campaign Chair.
PLACE OF BIRTH
Cedar Rapids, Iowa
Our Attorneys
Position: Member
E-Mail pmorf@simmonsperrine.com
115 3rd Street SE, Suite 1200
Cedar Rapids, IA 52401-1266
Phone 319-366-7641
Fax 319-366-1917
vCard
Archive of Speeches and Publications:
- 12/14/07: Planning and Drafting Strategies for Premarital Agreements, Cedar Rapids Estate Planning Council
- 12/04/07: Business Succession Planning, Young President's Club
- 10/12/07: Planning and Drafting Strategies for Premarital Agreements, Iowa Law School Fall Probate CLE
- 10/3/07: Nuts & Bolts of Estate Planning, Iowa Bar Association: Nuts & Bolts Seminar
- 6/27/07: Estate Planning (for married couples), Aegon (agent training)
- 4/24/07: Estate Planning – One Size Does Not Fit All, Mercy Medical Center
- 4/19/07: Planning and Drafting Strategies for Prenuptial Agreement, Iowa Trial Lawyer Association Family Law Seminar
- 2/15/07: Business Succession Planning, Iowa Small Business Development Centers
- 9/7/06: The 8 Greatest Estate Planning Techniques in Iowa, Lorman
- 5/31/06: Conservation Easements, Drake Law School
- 5/24/06: Fiduciary Duties for Trustees Under Iowa Law, Hills Bank
- 5/2006: Spring Tax Institute (Speaker & Chair), University of Iowa Law School & Iowa State Bar Association
- 5/2006: Objective Based Estate Planning – Keeping your Eye on the Ball, Xavier Foundation
- 4/2006: Fiduciaries Duties of Nonprofit Organization, Board of Directors - GCRCF
- 3/2006: Current Issues Involving Probate in Iowa, Iowa State Bar Association Law over Lunch
- 10/20/05: Recent Tax Developments in Charitable Giving, Luther College
- 10/14/05: Ethics in Estate Planning – Confidentiality and Conflicts of Interest in Estate Planning, Iowa State Bar Association – Probate & Trust Law Section
- 9/30/05: Current Topics in Estate Planning, University of Iowa Foundation
- 9/16/05: Half-way to Nowhere: Four Years After EGTRRA and Four Years Before Estate Tax “Repeal”: How Should we be Planning Estates, University of Iowa Law School CLE
- 6/10/05: Estate Planning Objectives and Strategies: An Introduction, University of Iowa Alumni
- 5/11/05: Overview of Disputes Regarding Estate Planning Documents and How to Avoid Them, Iowa State Bar Association – Law Over Lunch
- 10/22/04: Overview of Disputes Regarding Estate Planning Documents and How to Avoid Them, Iowa State Bar Association – Nuts & Bolts, Iowa City
- 10/8/04: Overview of Disputes Regarding Estate Planning Documents and How to Avoid Them, Iowa State Bar Association – Nuts & Bolts, Drake Law School
- Spring & Summer 2004: Asset Protection Strategies for Medical Professionals, Multiple Physician Groups
- 05/06-05/07/04: Overview of Disputes Regarding Estate Planning Documents and How to Avoid Them, Iowa State Bar Association – Bridge the Gap Seminar
- 10/24/03: Making Low-Interest Lemonade – Advanced Estate Planning Techniques that Work Well in a Low Interest Rate Environment: GRATs, Sales to Defective Trusts, and Charitable Lead Trusts, University of Iowa Continuing Legal Education
- 10/16/03: Ethics – Confidentiality and Conflicts of Interest in Estate Planning: The Proposed Iowa Rules of Professional Conduct and the ACTEC Commentaries, Iowa Trust Association
- 10/7/03: Roundtable on Wills, Trusts, and Estate Planning, American Cancer Society
- 6/19/03: Medicaid & Long Term Care Insurance, American Express Financial Seminar
- 5/19/03:
Part I – Alternatives for Retaining Control Over One’s Charitable Legacy: Private Foundations, Supporting Organizations and Donor-Advised Funds
Part II – The Stewardship of Estate Planning in the New Millennium
Part III – Ethics: Confidentiality and Conflicts of Interest in Estate Planning: The Proposed Iowa Rules of Professional Conduct and the ACTEC Commentaries, The Kirkwood Foundation
- 3/25/03: Making Low-Interest Lemonade – Advanced Estate Planning Techniques that Work Well in a Low Interest Rate Environment, Society of Financial Services Professionals
- 4/16/03: Estate Planning in the New Millennium – A Moving and Elusive Target, Mercy Medical Center Foundation
- 5/3/03: Ethics – Confidentiality and Conflicts of Interest in Estate Planning: The Proposed Iowa Rules of Professional Conduct and the ACTEC Commentaries, University of Iowa Spring Tax School
- 2002: Ethics – Confidentiality and Conflicts of Interest in Estate Planning: The Proposed Iowa Rules of Professional Conduct and the ACTEC Commentaries, Linn Law Club
- 2001: Principal and Income Act, Iowa Trust Association
