Travis Schroeder counsels high-net-worth individuals, business owners, farmers, and multigenerational families across Iowa. His practice focuses on estate and wealth transfer planning, agricultural law, taxation, real estate, general business and corporate matters, probate and trust administration, and entity mergers, acquisitions, and divestitures. Known for his practical insight and deep understanding of the agricultural industry and various other business industries, Travis has built a respected estate, tax, and business/farm succession planning practice serving the business and farming communities.
Estate Planning, Probate & Trust Administration. Travis helps clients preserve and transfer wealth through customized estate and business/farm succession plans that reflect both financial goals and family values. He drafts wills, revocable trusts, irrevocable trusts, and premarital agreements and guides families through the administration of estates and trusts. Whether navigating routine estate and succession planning matters or resolving complex disputes, he approaches each situation with sensitivity and efficiency.
Tax Planning. With extensive experience in income, gift, estate, and generation‑skipping transfer taxation, Travis advises both individuals and businesses/farmers on integrated tax strategies. He works regularly with pass‑through entities—including LLCs, partnerships, and S corporations—and prepares estate, gift, and fiduciary income tax returns. His tax planning often intersects with business structuring and succession goals.
Agricultural Law. Raised in a small town and personally involved in his family’s farming operation, Travis brings firsthand knowledge to his representation of farmers and agricultural businesses. His work covers:
- Estate and farm succession planning
- Tax planning for agricultural operations
- Business entity formation and governance
- Real estate transactions and farm leases
- Contract drafting, negotiation, and dispute resolution
His deep connection to the agricultural community enhances his ability to advise clients on the multifaceted legal and business issues unique to farming.
Business & Corporate Law. Travis counsels clients on entity formation, governance, reorganization, and succession planning. He drafts and negotiates shareholder agreements, buy‑sell agreements, operating agreements, and other documents tailored to closely held businesses and family enterprises.
Mergers, Acquisitions & Divestitures. Travis guides clients through all stages of business transactions—from negotiation and due diligence to documentation, closing, and post‑closing integration—ensuring compliance, continuity, and protection of client interests.
Trusts and Estate Litigation. Travis represents clients in trust and estate litigation, including will contests, fiduciary disputes, trust amendments, family settlement agreements, buy-sell agreements, and tax-related controversies.