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Estate Planning • Tax • Probate • Business • Real Estate

Estate Planning • Tax • Probate
Business • Real Estate

Estate Planning
Tax • Probate
Business • Real Estate

Practice Areas

Estate Planning

A well-crafted estate plan, tailored to your situation, assets and beneficial intent, is essential to protecting you, your family and your legacy. You have worked hard to build your estate. You need to protect it. Do not expose it to an inadequate estate plan, which could frustrate your beneficial intent and harm your family both financially and emotionally. Joseph D. Popplewell, J.D., LL.M. has great knowledge and expertise in drafting estate plans. He has prepared hundreds of estate plans for estates of all sizes - from modest estates to ones in excess of $100 million. He has dealt with, and planned for, countless types of assets, including farms, ranches, unique tangible personal property and closely-held businesses. Joe's extensive accounting and tax knowledge enables him to drill-down and develop all aspects of an estate plan, not just the general concepts. You require an estate plan that is built not only to fit your desires and practical needs, but places you in a tax favorable position. Popplewell Law Firm, PLLC can provide you with it.

Estate Planning Services:

  • Revocable Trusts
  • Irrevocable Trusts
  • Charitable Trusts
  • Special Needs Trusts
  • Gun Trusts
  • Last Wills and Testaments
  • Powers of Attorney
  • Advance Health-Care Directives
  • Premarital Agreements
  • Sole and Separate Property Agreements
  • Cremation Directives
  • Planned Gifting
  • Asset Ownership Planning
  • Asset Beneficiary Designation Planning

Tax

Tax is commonly referred to as one of life's two absolutes. Taxes permeate our society and must be endured at the local, state and federal levels. Taxes affect everyone - not only during life, but at death too. The underlying tax issues of an estate plan or transaction should never be given short shrift or disregarded. This can cause dire financial effects and unravel an otherwise suitable estate plan or transaction. Further, a viable tax plan can mitigate your tax liabilities, and in some cases eliminate them entirely. As a result, you need a capable tax advisor that can properly help you navigate the complexities of the tax code and its regulations. Popplewell Law Firm, PLLC can satisfy that need. Joseph D. Popplewell, J.D., LL.M. has extensive experience in structuring many types of tax plans. He represents and advises on many tax areas and issues, including income tax, transfer tax, entity tax and real estate tax. Joe knows how to apply the applicable tax statutes and regulations in a manner that can protect you, your family and your legacy.

Tax Planning Services:

  • Income Tax
  • Estate Tax
  • Gift Tax
  • Generation Skipping Transfer Tax
  • Corporate Tax
  • Partnership Tax
  • Disregarded Entities
  • Taxation of Trusts and Estates
  • 1031 Exchanges
  • Real Estate Tax

Probate

Probate and its analog, trust administrations, are true tests of any estate plan. The legal, financial and familial adequacy of an estate plan will be determined during a probate proceeding or a trust administration. An estate plan that is seemingly sufficient during life, may be determined to lack crucial aspects after death. A skilled estate attorney can guide you through the probate and trust administration process efficiently and effectively as well as help remedy the inadequacy of an unalterable estate plan. You need an estate attorney that can parse the Idaho Uniform Probate Code, Idaho trust statutes and the applicable case law and apply the law in a manner that can protect you, your family and your legacy. Joseph D. Popplewell, J.D., LL.M. can fulfill that need. Joe has vast knowledge and expertise advising Personal Representatives and Trustees on the legal issues involved with probate and trust administrations, including fiduciary powers and duties, valuation and marshaling of assets, distributions and creditor claims. Joe's acute understanding of accounting and tax enables him to properly counsel clients on those issues, which is critical since they underlie all estate administrations. Popplewell Law Firm, PLLC has the experience and skills to guide you through your probate proceeding or trust administration.

Probate/Trust Administration Services:

  • Intestacy/Testacy Proceedings
  • Heirship Proceedings
  • Personal Representative Appointment Proceedings
  • Inventories
  • Asset Marshaling
  • Accountings
  • Structured Distributions
  • Creditor Claim Assessments
  • Private Agreements
  • ​Settlement Agreements​

Business

The entrepreneurial spirit of southern Idaho cannot be denied. A short drive anywhere in southern Idaho reveals that those that call southern Idaho home are hard working, successful visionaries. Your business is your pride and joy. It is a reflection of you, regardless of its size or nature. You have devoted immeasurable time, energy and capital to your business. Ultimately, your business is a part of you, your family and your legacy. As a result, you need a business attorney who can expertly guide you through any issue that your business confronts. Whether it is formation, expansion, winding-up or another business matter, Popplewell Law Firm, PLLC has the know-how and expertise to assist you with your business' legal needs. Joseph D. Popplewell, J.D., LL.M. has expansive knowledge and experience in representing businesses of all sizes - from small "mom and pop" ventures to multi-million dollar parent-subsidiary corporations. Joe fully understands the complexities of business law and its intertwined tax aspects. His business counsel can enhance your entrepreneurial pursuits and foster favorable business results.

Business Planning Services:

  • Corporate Formation
  • Limited Liability Company Formation
  • Partnership Formation
  • Entity Administration
  • Mergers and Acquisitions
  • Reorganizations
  • Buy/Sell Agreements
  • Financing Arrangements
  • Dissolution

Real Estate

The development of southern Idaho's once desolate landscape into the countless farms, dairies and ranches that exist today is a testament to the initiative and resolve of those who live on the Snake River Plain. Real estate is one of southern Idaho's most important assets. You need an attorney who understands the importance of southern Idaho's real estate. Joseph D. Popplewell, J.D., LL.M. is that attorney. During his childhood, Joe helped grow and harvest alfalfa on his family's small acreage north of Buhl, Idaho. He has fond memories of picking peas and digging potatoes on Sucker Flats north of Filer, Idaho. While in law school, and later practicing law in New Mexico, Joe obtained expansive legal knowledge and expertise in real estate. Joe has experience in transferring family homesteads from one generation to the next, negotiating and structuring real estate deals and formulating leasing arrangements, among other things. A skilled real estate attorney that can protect your real estate, one of your most treasured and valuable assets, can in turn protect you, your family and your legacy. Popplewell Law Firm, PLLC can provide you the adept real estate representation that you require.

Real Estate Services:

  • Residential Sale/Purchase Agreements​
  • Commercial Sale/Purchase Agreements
  • ​Real Estate Contracts
  • Residential Leases
  • Commercial Leases
  • Licenses
  • Escrow Agreements
  • ​Assignments​
  • Mortgages
  • Tenancy in Common Agreements
  • Conservation Easements​
Planning Excellence

195 River Vista Place
Ste. 305, Twin Falls, ID 83301
Directions | 208-358-2396 | Email

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