Craig N. Willis

Address:

500 South Dubuque Street
P.O. Box 143
Iowa City, IA 52244-0143

Phone:

319-337-9621

Fax:

319-337-4581

E-mail:

cnwillis@willisecurity.com

Admitted to Bar:

Iowa, 1975

Education:

B.S., Aerospace Engineering, Iowa State University, 1971
J.D., University of Iowa, 1975, with high distinction

Over 35 years of experience with focus on

WILLS, TRUSTS, AND ESTATE PLANNING:

  • Trusts for minor children
  • Revocable Inter Vivos trusts
  • Special Needs Trusts
  • Insurance Trusts
  • Gift and Estate Tax planning
  • Counseling regarding estate planning roles
  • Co-ordination with pre-existing family plans

ESTATE ADMINISTRATION SERVICES:

  • Document preparation for probate process
  • Beneficiary meetings and communications
  • Executor consultations regarding estate discretion
  • Fiduciary income and transfer tax return preparation
  • Distribution documentation and implementation

RESIDENTIAL REAL ESTATE:

  • Purchase agreements; preparation and review
  • Title opinions
  • Closing services
  • Leasing

COMMERCIAL REAL ESTATE:

  • Letters of intent
  • Purchase agreements; preparation and review
  • Bills of sale
  • Promissory notes and security agreements
  • Leases; review and preparation
  • Closing services

TAX-DEFERRED EXCHANGES (1031’S):

  • Planning conferences
  • Exchange agreements and notices
  • Identification of replacement property and notices

BUSINESS FORMATION:

  • Limited liability companies: Certificates of Organization, Operating Agreements, annual meetings
  • Corporations: Articles of Incorporation; Bylaws; annual meetings; Buy-Sell agreements
  • Partnerships: Partnership agreements

MULTIPLE HOUSING DOCUMENTATION:

  • Condominium Declarations
  • Co-operative formation
  • Zero-lot line covenants

SUBDIVISION DOCUMENTATION:

  • Meetings with clients; surveyors, Government officials
  • Preparation of formal platting documents
  • Attendance at hearings

EASEMENT ISSUES:

  • Create easements between private parties, draft documents
  • Representation of parties in government acquisition processes

HOMEOWNERS ASSOCIATION ISSUES:

  • Create and advise associations on governance matters
  • Advise on lien procedures
  • Review and revise covenants
  • File claims to preserve covenants

PRE-NUPTIAL AGREEMENTS:

Professional Memberships:

  • Johnson County Bar Association
  • Iowa State Bar Association
  • Probate Property and Trust Law Section
    • Real Estate and Title Law Section
  • American Bar Association
    • Real Property, Probate and Trust Law Sections

Community Activities:

  • Board of Directors, Iowa City Community School District
  • Iowa City Parks and Recreation Commission
  • Iowa City Riverfront Commission
  • Iowa City Charter Review Commission
  • Affordable Housing Task Force
  • Citizens Committee on City Revenues
  • Chair, Mercer Park Pool Bond Referendum
  • President, Iowa City Kickers
  • Member, West High Parent Advisory Committee
  • Board of Directors, Neighborhood Centers of Johnson County
  • Board of Directors, Iowa City Hospice
  • Iowa City Chamber of Commerce
    • Chair, Local Government Affairs Committee
    • Chair, Environmental Concerns Committee
    • Board of Directors