Lisa Steffen
Services Handled
- Banking and Finance
- Business
- Real Estate
- Estate Planning
- Mergers and Acquisitions
- Corporate Counsel
- Corporate Governance
- Probate Trust Administration
- Probate
- Land Use Law
- Income & Retirement Planning
- Business & Succession Planning
- Charitable Planning
- Agricultural Law
- Agribusiness & Cooperatives
- Trust Law Counsel
Bio
Spirit Lake/Spencer Area Attorney in Estate Planning, Business Law, and Real Estate
Experience, dedication, results.
Managing Partner Lisa M. Steffen is an experienced estate planning, business and real estate attorney who is dedicated to providing results for her clients. Lisa is based in our Spirt Lake, Iowa location. With over ten years of rural general practice experience, Lisa works diligently with her clients and their trusted advisors to navigate the complexities of estate and business planning and real estate transactions. Whether she is helping agricultural businesses, farm families, real estate professionals, bankers or business leaders, providing the best legal representation for every client is at the heart of what Lisa does—worth it!
Lisa is focused, organized and driven towards mastery, always providing her clients with a thorough representation. Over the last ten years she has been able to build a diverse and successful practice and continues to follow her pursuit of providing solutions to the community. “I enjoy providing excellent service and solutions for my clients.”
LICENSED IN: Iowa
Lisa’s “Why”
Lisa enjoys spending time with her husband, Tye, and two daughters, Lucy and Sally.
Bar Admissions
- Iowa
Memberships
- Farmers Savings Bank Advisory Board
- State of Iowa- District 3A Judicial Nominating Commissioner
- Active member in the Calvary United Methodist Church, Arnolds Park, Iowa
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TEST
Employment
- Montgomery, Barry, Bovee, Steffen and Davis, LLP: Spencer, IA
- Partner/Attorney, 2015-2020
- Partner in a general practice law firm providing legal services in trust and estate administration, estate planning, tax preparation, banking law, real estate, business law, probate law, agricultural law, family law and civil litigation
- Partner/Attorney, 2015-2020
- Sackett Law Firm: Spencer, Iowa
- Attorney, 2012-2015
- General practice that includes primarily the areas of real estate, estate planning, probate and business development
- Learnacre, LLC
- Co-founder, 2014-2015
- Provided innovative and engaging training solutions for individuals, organizations and businesses
- Attorney, 2012-2015
- Iowa Lakes Community College, Attorney at Law: Spencer, IA
- Adjunct Instructor 2010-2013
- Classes taught: Business Law, Principles of Real Estate, Medical Law and Ethics, Human Relations, and Co-taught Income Tax Accounting on-line that primarily focused on estate planning
- Adjunct Instructor 2010-2013
- Investors Services: Wilmington, NC
- Attorney 2006-2007
- Provided all legal support for company’s nationwide affordable housing investment projects.
- Attorney 2006-2007
- Boston Redevelopment Authority: Boston, MA
- Assistant General Counsel 2004-2005
- Drafted and negotiated all documents concerning projects and properties undergoing review. Interpreted and applied statutes, regulations, and other city, state and federal guidelines.
- Assistant General Counsel 2004-2005
- Suffolk University Law School: Boston, Massachusetts
- Research Assistant 2002-2003
- Contributed research to VICTORIA J. DODD, Practical Education Law for the Twenty-First Century (2003).
- Research Assistant 2002-2003
- Ames High School: Ames, IA
- Highs School Teacher and Debate Coach 1998-2000
- Taught high school English, Speech and Drama. Established and coached the high school debate program.
- Highs School Teacher and Debate Coach 1998-2000
Locations
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Spirit Lake Office 1704 Hill Avenue
Spirit Lake, IA 51360