Tips for Helping Your Family Survive
the '3 Generations' Rule

Two-thirds of baby boomers will inherit a total $7.6 trillion in their lifetimes, according to the Boston College Center for Retirement Research -- that's $1.7 trillion more than China's 2012 GDP.

But they'll lose 70 percent of that legacy, and not because of taxes. By the end of their children's lives -- the third generation -- nine of 10 family fortunes will be gone.

"The third-generation rule is so true, it's enshrined in Chinese proverb: 'Wealth never survives three generations,' " says John Hartog of Hartog & Baer Trust and Estate Law, (www.hartogbaer.com). "The American version of that is 'shirtsleeves to shirtsleeves in three generations."

There are a number of reasons that happens, and most of them are preventable say Hartog; CPA Jim Kohles, chairman of RINA accountancy corporation, (www.rina.com); and wealth management expert Haitham "Hutch" Ashoo, CEO of Pillar Wealth Management, (www.pillarwm.com).

How can the current generation of matriarchs, patriarchs and their beneficiaries beat the odds? All three financial experts say the solutions involve honest conversations - the ones families often avoid because they can be painful - along with passing along family values and teaching children from a young age how to manage money.

• "Give them some money now and see how they handle it." Many of the "wealth builders," the first generation who worked so hard to build the family fortune, teach their children social responsibility; to take care of their health; to drive safely. "But they don't teach them financial responsibility; they think they'll get it by osmosis," says estate lawyer Hartog.

If those children are now middle-aged, it's probably too late for that. But the first generation can see what their offspring will do with a sudden windfall of millions by giving them a substantial sum now - without telling them why.

"I had a client who gave both children $500,000. After 18 months, one child had blown through the money and the other had turned it into $750, 000," Hartog says.

Child A will get his inheritance in a restricted-access trust.

• "Be willing to relinquish some control." Whether it's preparing one or more of their children to take over the family business, or diverting some pre-inheritance wealth to them, the first generation often errs by retaining too much control, says CPA Kohles.

"We don't give our successor the freedom to fail," Kohles says. "If they don't fail, they don't learn, so they're not prepared to step up when the time comes."

In the family business, future successors need to be able to make some decisions that don't require the approval of the first generation, Kohles says. With money, especially for 1st-generation couples with more than $10 million (the first $5 million of inheritance from each parent is not subject to the estate tax), parents need to plan for giving away some of their wealth before they die. That not only allows the beneficiaries to avoid a 40 percent estate tax, it helps them learn to manage the money.

• "Give your beneficiaries the opportunity to build wealth, and hold family wealth meetings." The first generation works and sacrifices to make the family fortune, so often the second generation doesn't have to and the third generation is even further removed from that experience, says wealth manager Ashoo.

"The best way they're going to be able to help preserve the wealth is if they understand what goes into creating it and managing it - not only the work, but the values and the risks," Ashoo says.

The first generation should allocate seed money to the second generation for business, real estate or some other potentially profitable venture, he says.

Holding ongoing family wealth meetings with your advisors is critical to educating beneficiaries, as well as passing along family and wealth values, Ashoo says. It also builds trust between the family and the primary advisors.

Ashoo tells of a recent experience chatting with two deca-millionaires aboard a yacht in the Bahamas.

"They both built major businesses and sold them," Ashoo says. "At this point, it's no longer about what their money will do for them -- it's about what the next generations will do with their money."

About John Hartog, Jim Kohles & Haitham "Hutch" Ashoo

John Hartog is a partner at Hartog & Baer Trust and Estate Law. He is a certified specialist in estate planning, trust and probate law, and taxation law. Jim Kohles is chairman of the board of RINA accountancy corporation. He is a certified public accountant specializing in business consulting, succession and retirement planning, and insurance. Haitham "Hutch" Ashoo is the CEO of Pillar Wealth Management, LLC, specializing in client-centered wealth management. All three are based in Walnut Creek, Calif., and advise ultra affluent families.

BOXER, GRASSLEY, MANCHIN, TONKO INTRODUCE BILL TO CURB EXCESSIVE TAXPAYER-FUNDED SALARIES FOR GOVERNMENT CONTRACTORS

A Government Report Released Today Found That Thousands of Government Contractors Currently Make More Than the Vice President

New Legislation Would Limit Taxpayer-Funded Reimbursement to $230,700 per Year, Extend Cap to All Contractor Employees

 

Washington, D.C. - U.S. Senators Barbara Boxer (D-CA), Chuck Grassley (R-IA), Joe Manchin (D-WV) and Congressman Paul Tonko (D-NY) today introduced the Commonsense Contractor Compensation Act of 2013, bipartisan, bicameral legislation that would cap the maximum amount taxpayers reimburse all government contractors for their salaries at the same amount as the Vice President's salary, currently $230,700.

In a report released on Wednesday, the U.S. Government Accountability Office (GAO) found that reducing this cap to $230,700 would have saved at least $440 million annually for the years 2010-2012 just among the 27 contractors that provided data to the GAO - companies that together accounted for just 7 percent of Defense Department contract obligations for 2012.

"This stunning GAO report shows that thousands of government contractors are raking in taxpayer-funded salaries that are significantly more than what the Vice President of the United States and members of the President's Cabinet make," Senator Boxer said. "Taxpayers should not be on the hook for exorbitant government contractor salaries, and this bill will crack down on this waste of taxpayer dollars."

"The direct taxpayer-funded salaries of contractors government-wide clearly need to be contained, and this legislation is designed to do so in a comprehensive way," Senator Grassley said. "There's no justification for taxpayer-funded payments to be higher than the salary of the President's cabinet members."  

 

"To the people of West Virginia, it doesn't make any sense that taxpayers are paying executive contractors almost four times as much as we pay the Vice President or the Secretary of Defense," Senator Manchin said. "This commonsense proposal does not prevent contractors from earning higher salaries than this limitation; but now, taxpayers won't foot the bill. I am encouraged that this bill shares bipartisan support and will continue to work with both Democrats and Republicans to finally cap the compensation of executive contractors."

"When taxpayer-funded federal contractors take home up to four times the amount our military leadership earns, it is a problem that needs to be addressed," Congressman Tonko said. "This legislation is well overdue and the recently released report from the GAO that our bill will save taxpayers billions of dollars every year only reinforces the need to act now. I thank Senators Boxer, Grassley and Manchin for their leadership on this issue and look forward to continuing our work to put a stop to this wasteful and inefficient spending in Washington."

The Obama Administration recently came out in support of efforts to limit excessive pay for federal contractors, and predicted that it would save taxpayers hundreds of millions of dollars.

Right now, government contractors can bill taxpayers as much as $763,000 to pay for the salaries of their top five executives - an increase in real terms of 63 percent since the cap was set in 1998. Unless Congress acts soon to rein in these limits, the salary cap for top executives is expected to rise again - to $950,000 later this year.

The Commonsense Contractor Compensation Act would not only lower the salary cap to $230,700 - it would also extend the cap to cover all defense and civilian contractor employees. Currently, the $763,000 cap applies only to the salaries of defense contractors and the five leading executives of non-defense government contractors. Other employees of non-defense contractors can and do earn taxpayer-funded amounts in excess of the current benchmark.

The legislation includes a narrow exemption to the cap for scientists, engineers and other specialists if an agency determines it is necessary to ensure access to individuals with specialized skills. Additionally, the measure would only limit what an executive or other employee is paid by the federal government - the employee could still receive additional compensation from the contractor's other revenue streams.

Boxer and her colleagues have been working for several years to curb excessive taxpayer-funded salaries for government contractors. The new bill builds on their previous measures to limit taxpayer-funded salaries for defense contractor employees, which were included as part of the Senate-passed defense authorization bills in 2012 and 2011.

###

With 30 years of correctional health care experience, Dr. Baxter is well-equipped to lead inmate health services in today's evolving health care climate


Nashville, TN. - CCA, America's leader in partnership corrections, announces the appointment of Dr. John Baxter to Vice President, Health Services, effective June 8, 2013.  Dr. Baxter currently serves as Director, Mental Health Services for CCA.  He will replace the retiring Herb Spiwak.

"It is an honor and great privilege to lead CCA's dedicated team of health care professionals.  CCA offers the unique opportunity to serve society and our partners as we provide effective care to persons in need," said Dr. Baxter.  "The work we accomplish together improves health, eases suffering, and saves lives daily.  I'm humbled and deeply grateful for the opportunity to engage with others in this effort."

Dr. Baxter brings more than 30 years of experience working in correctional health care.  Prior to his joining CCA in 2008, he worked for 24 years for the Federal Bureau of Prisons (BOP) in a variety of roles, including as the agency's Psychology Services Administrator.

In his new position as Vice President of Health Services, Dr. Baxter is tasked with the responsibility of overseeing inmate medical, mental health, and dental care services, pharmaceutical management, and off-site specialty care and hospitalization services for over 52,000 inmates.

"CCA brings together the best people in the industry, who are very creative in meeting the challenges we face," comments Dr. Baxter.  "The support of our coworkers in security, programs, unit management and other operations makes a huge difference in the quality of care we are able to provide."

In addition to the unique role security plays in providing quality inmate health care, Dr. Baxter understands that the evolving landscape of health care will weigh heavily in the decision-making processes of his new role.

"The landscape of health care is changing, and that brings challenges as well as great opportunities to build relationships with staff and others that support our critical processes," said Dr. Baxter.  "Our staff do an exceptional job currently, by every policy and accreditation standard, and I look forward to building on that solid foundation."

Dr. Baxter has a doctoral degree in human development counseling from Vanderbilt University and a master's degree from Harding Graduate School of Religion.  He is a member of the American Correctional Association, where he serves as an elected mental health representative to the Delegate Assembly, as a member of the Healthcare Committee, and Chairs ACA's Mental Health Committee.  He is also a member of the American Psychological Association.

About CCA
CCA is the nation's largest provider of partnership corrections to federal, state and local government, operating more than 60 facilities, including more than 40 company-owned facilities, with more than 90,000 beds, in 20 states and the District of Columbia. In addition to providing the residential services for inmates, CCA facilities offer rehabilitation and educational programs, including education, vocation, religious services, life skills and employment training and substance abuse treatment.

See how CCA is making a difference at: http://ccastart.com/intro/.

(DES MOINES) - Gov. Terry Branstad today issued the following statement upon learning of the passing of Kum & Go co-founder Bill Krause:

"Bill Krause was a great Iowa entrepreneur. He built a successful family business that focuses on providing outstanding service to their customers. He was a manager for the Iowa Hawkeyes football team and a loyal Hawkeye fan. He always had a smile on his face, an upbeat attitude and was fun to be around. He will be greatly missed."

###

Los Angeles, CA - Jack Garman, author of MOW- April 25, 1993, The Day The American Gay Community Found Its Voice is pleased to announce that in honor of Gay Pride Month his ebook is free to any Kindle device on each Sunday in June ($9.99 all other days).

http://www.amazon.com/MOW-April-American-Community-ebook/dp/B00A634OV2/ref=sr_1_1?ie=UTF8&qid=1371321641&sr=8-1&keywords=jack+garman+mow

 

20 Years to Plan a Gay Wedding

 

20 years ago same-gender marriage first got major exposure. It happened during the March On Washington for Gay, Lesbian and Bi Rights and Liberation on April 25, 1993. Organizers estimated that nearly one million gays and lesbians from around the country gathered in Washington to show their support for every issue within the GLBT community. During a week of related events that preceded the March, huge crowds surged through the streets of DC to make a place for themselves in the modern world.

On Saturday, April 24, the day before the March, The Wedding took place. Scores of gay and lesbian couples gathered for a mass wedding, presided over by Troy Perry, Founder of MCC, Metropolitan Community Church, an evangelical Christian church established in 1968 to serve the GLBT community.

Those couples' commitment to each other anchored the rest of the issues of the week in their long-term struggle for legal recognition.

Now, 20 years later, that struggle has reached the Supreme Court. No matter what their decision, the March On Washington was a watershed event that established a new attitude within the GLBT community and beyond about how a larger society will see their GLBT members.

The social forces put into motion by the MOW is best understood with a visit to Washington during a week that set up two decades of unprecedented change.

Jack Garman, then Manager of Lambda Rising Bookstore in Baltimore, went to the MOW for a week and attended numerous related events in the lead-up to the March itself. He describes them all here, and includes the results of dozens of interviews with others from across the country as well some reflections on his personal journey as a gay man.

The result is an incomparable documentary-style reliving of this historically significant event.
Any history of the modern Gay and Lesbian movement would not be complete without a thorough description of the way this enormous event energized a population and made it possible for them to claim rights many would work so hard to deny them.

 

 

Excerpted from

MOW - April 25, 1993, The Day the American Gay Community Found Its Voice

by Jack Garman

Where is That Guy?

The Wedding

 

I waited a while longer, took some pictures of eye-catching Quilt panels, and then moved on. I had to get to The Wedding. Not my wedding, The Wedding. My wedding was another matter.

The Wedding was schedule for a spot around the corner from the Quilt site, halfway down the block. Thousands of couples jammed the space set aside for them. They so completely filled the entire street for a full city block that they were beginning to creep up the lawn of the Smithsonian building. The crowd was so densely packed together that I was afraid I wouldn't be able to stand in the middle of everything and hold my camera over my head. I was afraid I'd step on someone's foot, or fall over and interrupt The Wedding. I made a beeline for the densest part of the crowd.

As I reached the edge of the crowd, I came across a part of the street blocked off from pedestrian traffic where people wrote messages in the street with sidewalk chalk. Everywhere I looked, there were hearts with Jim Loves Andy and stuff like that in the middle of them. I watched the people as they drew their hearts. They worked quickly and then looked for someone to give their chalk to. All around them were people who waited patiently for their turn with the chalk. They complimented the work of the person they waited for and thanked them for the chalk and took the chalk and did their thing and then looked for the next person who needed the chalk and got their own compliment and then they scooted away, smiling the best smiles you ever did see. I assumed that people in couples have their own politeness rules. Maybe I should pay more attention to them. Beyond the chalk garden, where the crowd really got thick and heavy, there was a very beautiful woman with dramatic black hair and an air of confidence and self-assurance who held up a sign that said, "I need a wife."

I thought I would stand next to her and hold up a sign that said, "I need a husband."

Then I remembered my experience over the phone and I decided that I take this stuff too seriously to do what she was doing. Darn that serious streak in me, anyway.

I made my way through the crowd and finally found a good spot. Along the way, I met Joe from Chicago. We talked about how each of us wanted to meet someone to marry at The Wedding. Both of use felt foolish to show up an event where everyone was already in a couple. Of course, both of us were single.

I asked him about how he got to the March.

"I asked ten different friends if they would come with me to this March. They all turned me down. Even my own brother, who is also gay, wouldn't come with me."

I was not in the mood to get hitched, all of a sudden. There was a solemnity to this affair, even though the crowd was bubbling with chatter, bright and gay. The few couples in tuxedo jackets, usually over shorts and with brightly colored cummerbunds, reminded people that there is another quality of gravity to the experience. It wasn't simply a matter of having a party and getting into a pretend marriage, as if it was nothing more than some sort of pick-up game at a public basketball court.

I saw two Jewish women under a chuppa made from a rainbow flag and I though it must be fun to be Jewish and to know that you had better be able to bring along four good friends if you plan to get married so you have enough people to get your chuppa up in the air.

Once the crowd had filled the street from curb to curb and beyond and for nearly the entire length of the block, the ceremony began. The first person to speak to the crowd was the first open lesbian ordained by any denomination. She got that ordination nineteen years ago. She limited her remarks to the developments of our community over the past twenty years and she got an enormous ovation.

Then Troy Perry, founder of the MCC spoke. He told us first off about the way two men, lovers, organized the previous March on Washington in 1987 and that both are now dead from AIDS. I thought of the way two men who loved each other were able to create an event like the 1987 March that was so important to the way the rest of us have been able to find each other. If that's not a good reason to marry someone you love, I don't know what is.

Up until this moment, I've never understood why people cry at weddings. It occurred to me that it wasn't about the remembrance of the two men who had died. After all, when was the last time you went to a wedding and the celebrant started off by talking about the deceased. Mourning is a different matter. While mourning shows up in just about every aspect of our gay and lesbian daily lives, I've found that we as a community are just as able to feel other human emotions stirring within us while we are mourning as anybody else. In other words, mourning hasn't entirely taken over our lives, much as our detractors would like it to.

I began to cry, just a little bit, from the thought that this wedding is for people who overcame something and who then demanded happiness in their own lives as their own birthright. When they saw their lives and their loves in that light, they knew they didn't have to wait for anyone else to come along and approve their marriage. They simply did something about it themselves.

Robin Tyler, a funny lady, introduced her partner of 28 years. I thought 'how could anyone live with a comedian for twenty eight years?' Big round of applause. Then she pointed out that although "two lesbians are men's greatest fantasies, 2000 lesbians are men's greatest fears." Lots of cheering and applause. Then she described an experience she had on a trip to Russia where she met one of the men who work to bring some light into the gay and lesbian community in his country. She asked him about the dangers he faces in his country and wanted to know why he took such chances. He answered, "I would rather live one minute in the light than the rest of my life in darkness. We have a duty to love each other." If we are going to have any sort of future as a community, it will express further what he said.

Throughout the crowd, people shouted, "What he said! What he said!"

There was a guy standing in front of me who had his head shaved except for a triangular patch of hair that he dyed pink.

The next speaker was Patrick Gill who, along with his lover, was suing the city of DC to grant them a marriage license. I supported him all the way, but I will always treat our requests from government agencies as somewhat unsatisfying. I don't think we find personal truth by government decree. We find personal truth in our bedrooms, and there must a stout and well-defended barricade between the two.

He kept using the words I, he, and us while talking about his lover and about our community. I found that appealing and I thought it created an important dialogue. Then he said, "It is ironic that society stereotypes us as being unable to form stable relationships while at the same time society denies us the means to stabilize our relationships."

The crowd went wild.

Karen Thompson, caregiver of Sharon Kowalski, was next on the podium and got quite the ovation. Once you look at your own life challenges then you can begin to appreciate what Karen went through to stay in touch with her lover. She was the primary caregiver for Karen after a serious car accident and the family got a court order to keep her away.

"The first line of protection is to come out" she told us all.

I remembered all the times people had told me to be less out or to hold myself back. They told me to compromise and don't rock the boat. I wondered many other ways people have told me something that isn't in my self-interest, but in the interest of keeping that closet in good repair for the day when they finally succeed in shoving us back into it. After all, the closet is for their convenience, not ours. The closet makes them happy, not us. The closet keeps their lives in order, not ours. Sharon hadn't had the luxury or the good fortune to have come out yet, and so, after the car accident, her partner spent years in court fights. She further advised extensive legal documentation to compensate for the lack of a marriage law.

I met Dave Leiss, a nurse from southern Pennsylvania. He was with two female friends, who were in a couple. He had seen my "Husband Hunting" button and decided to come a little bit closer. He struck up a conversation by saying "Hi."

He told me he decided to come out as a New Year's resolution at the beginning of 1993. He told me how during the first few weeks of the year he came out to his parents, to his friends and to his coworkers. He said he felt very lucky to have a great deal of support from them in the process. This March is the first rally he has ever attended and the experience has blitzed him out. He couldn't wait to tell me what he and his friends saw on the Metro on their way over here.

Turns out, he saw the same family I did. The ones who didn't heed the warnings and were on a Metro car full of homos. He told me he heard them sing Barney songs like it would protect them from something. Whatever was the danger, he couldn't tell.

Meanwhile, on stage, there was a lesbian couple who told of being together for 33 years. They got quite an ovation. They had met in a bar and fell in love at first sight.

By this time, the ceremonies were impending. The assembled couples were about to be married. Maybe their home state wouldn't recognize them with any sort of legal or financial benefits, but they would recognize each other.

* * * * *

This section of the site contains orders of statewide interest recently issued by the Iowa Supreme Court. Orders will be posted in this section for one year from the date they are first posted.

 

Links on this page go to files that may be unusable if you do not have the proper programs installed on your computer. Visit the Site Tools and Accessibility page for any plug-ins or programs your may need.

 


Schedule for Public Hearing on Proposed New Rule of Juvenile Procedure 8.36 (June 20, 2013)

Public hearing will begin at 9 a.m., Tuesday, July 9, 2013

Order (64 kb)



No. 11-0553 (June 7, 2013)

St. John's Full Gospel Baptist Church vs. Tax 207 and Polk County Treasurer

Order (34 kb)



In the Matter of the Appointment of an Independent Special Counsel (May 10, 2013)

Order (209 kb)



No. 11-2019 (May 10, 2013)

Residents of Elsie Mason Manor & Ligutti Tower, Katherine Daniel, et al., vs. First Baptist Housing Foundation and American Baptist Homes of the Midwest

Order (64 kb)



Request for Public Comment Regarding Proposed Amendments to the Rules Governing Court Interpreters (March 18, 2013)

Order (765 kb)


Chapter 47 (307 kb)


Chapter 48 (224 kb)



Setting Public Hearing and Reopening Comment Period on Proposed New Rule of Juvenile Procedure 8.36 (March 18, 2013)

Order (724 kb)


Proposed New Rule 8.36 (95 kb)


Iowa Standards of Practice for Attorneys Representing Parents in Juvenile Court (195 kb)


Public Comments on Proposed New Rule of Juvenile Procedure 8.36 (June 3, 2013) (477 kb)



In the Matter of Appointment of Judges to the Iowa Business Specialty Court Pilot Project (March 4, 2013)

Order (46 kb)



In the Matter of Court Forms for Adult and Minor Child Petitions for Change of Name (February 14, 2013)

Name change forms pdf

Supervisory order and name change forms (681 kb)



Request for Public Comment Regarding Recommendations of the Iowa Supreme Court 2012 Child Support Guidelines Review Committee (January 25, 2013

Order (89 kb)


Filed with the clerk of the Iowa Supreme Court office on January 25, 2013

Final Report of Review Committee (3592 kb)



In the Matter of Establishment of the Iowa Business Specialty Court Pilot Project (December 21, 2012)

Supervisory Order and Memorandum of Operation (345 kb)



In the Matter of Amendments to Iowa Court Rules Regulating the Practice of Law (December 10, 2012)

The Iowa Supreme Court Chief Justice has signed an order amending various rules of Division III (Professional Regulation) of the Iowa Court Rules. With two exceptions noted in the order, these amendments are effective immediately. Also accompanying the order is a summary of the amendments.

Order (27 kb)


Amendments to Iowa Court Rules Regulating the Practice of Law (254 kb)


Comments to Amendments to Iowa Court Rules Regulating the Practice of Law (177 kb)



In the Matter of Appointments to the Committee on Expanded Media Coverage (December 7, 2012)

Order (380 kb)



Corrected Expanded Media Coverage Committee Order

Nunc Pro Tunc (47 kb)



Request for Public Comment Regarding Proposed Emeritus Pro Bono Practice Rule (December 6, 2012).

Order (309 kb)



Request for Public Comment Regarding Proposed rules governing the filing of electronic documents in the Iowa Appellate Courts (December 6, 2012).

Order (546 kb)



Request for public comment regarding proposed collection activities (October 25, 2012)

Order (84 kb)


Proposed new Chapter 26 (288 kb)


Public Comments on Proposed Rules for Collection Activities of the Iowa Courts (2951 kb)


Committee Response to Public Comments (31 kb)



In the Matter of the Electronic Document Management System and Standard eForms of Pleadings for Small Claims Actions (October 25, 2012)

Supervisory Order (72 kb)


www.iowacourts.gov/Online_Court_Services/EDMS/

Small Claims eForms (591 kb)



In the Matter of Appointments to the Advisory Committee Concerning Certain Civil Justice Reform Task Force Recommendations (October 10, 2012)

Order (78 kb)



Request for public comment regarding a proposed new rule of juvenile procedure 8.36 (August 30, 2012)

Order (140 kb)


New Rule of Juvenile Procedure 8.36 (228 kb)


Iowa Standards of Practice for Attorneys Representing Parents in Juvenile Court (1818 kb)


Public Comments on Proposed New Rule of Juvenile Procedure 8.36 (Oct. 31, 2012) (29813 kb)


Additional comment (November 1, 2012) (792 kb)



Request for public comment regarding amendments to Professional Regulation of the Iowa Court Rules (August 27, 2012)

Order (420 kb)


Proposed amendments to Professional Regulation (142 kb)



Request for public comment regarding amendments to Chapters 6 and 21 of the Iowa Court Rules (August 27, 2012)

Order (496 kb)


Proposed amendments to Chapters 6 and 21 (107 kb)



Request for Comments to Proposed New Rule of Civil Procedure 1.1702 (August 3, 2012)

Order (407 kb)


Proposed New Rule (88 kb)



In the Matter of Rules for Involuntary Commitments or Treatment of Persons with Substance-Related Disorders (July 5, 2012)

Supervisory Order and Chapter 13 (516 kb)



In the Matter of Mileage Reimbursement (June 29, 2012)

Supervisory Order (32 kb)



In the Matter of EDMS and Standard Forms of Pleadings for Small Claims (June 29, 2012)

Supervisory Order (991 kb)



In the Matter of Forms for Court Orders Issued in Small Claims Court (June 28, 2012)

Supervisory Order and Forms for Court Orders (3515 kb)



In the Matter of Appointments to the 2012 Iowa Child Support Guidelines Review Committee (June 11, 2012)

Nunc Pro Tunc (103 kb)



In the Matter of Appointments to the 2012 Iowa Child Support Guidelines Review Committee (June 11, 2012)

Order (533 kb)



In the Matter of the Notice on Court-Generated Documents in Compliance with the Americans with Disabilities Act (May 1, 2012)

Supervisory Order (56 kb)



In the Matter of Revision of Interim Rules 16.306(5) and (6) Relating to Signatures in the Electronic Document Management System (April 24, 2012)

Supervisory Order (82 kb)


Revised 16.306(5) and (6) (36 kb)



Request for comments to proposed amendments to lawyer advertising rules (April 20, 2012)

Order (386 kb)


Proposed amendments (12844 kb)



Request for comments to proposed amendments to Rule 31.16 Registration of House Counsel (March 21, 2012)

Order (77 kb)


Proposed New Rule (304 kb)



In the Matter of Interim Rules to Govern the use of the Electronic Document Management System (March 1, 2012)

The Iowa Supreme Court amends the interim rules of Chapter 16 of the Iowa Court Rules governing EDMS

Order (77 kb)


Chapter 16 interim rules (349 kb)


Summary (43 kb)


General Commentary (114 kb)



Request for comments to proposed amendments to Rule of Appellate Procedure (February 10, 2012)

Order (244 kb)


Proposed New Rule (186 kb)



Request for comments to proposed amendments to Rules of Civil Procedure (December 2, 2011)

Order (575 kb)


Proposed New Rule (479 kb)



Request for comments to proposed amendments to Rules of Juvenile Procedures (November 23, 2011)

Order (103 kb)


Juvenile amendments (11 kb)



Request for comments to proposed amendments to rules regulating the practice of law (November 17, 2011)

Order (429 kb)


Summary (96 kb)


Proposed amendments (200 kb)



In the Matter of Request for Public Comment Regarding Proposed Small Claims Pleadings Forms (October 7, 2011)

Order (550 kb)


Small Claims Forms (944 kb)



In the Matter of Formation of the Small Claims Forms Advisory Committee (May 18, 2011)

Order (619 kb)



In the Matter of the Supreme Court Committee to Study Lawyer Advertising Rules (April 15, 2011)

Order (466 kb)



In the Matter of Rescission of Standard Forms of Pleadings for Small Claims Actions (April 6, 2011)

Supervisory Order (206 kb)



In the Matter of Temporary Rules Governing the Electronic Document Management System and Use of Standard Forms of Pleadings for Small Claims Actions (April 4, 2011)

Temporary rules governing EDMS to exempt electronic filers in Small Claims actions until further notice of this court

Supervisory Order (364 kb)



In the Matter of Standard Forms of Pleadings for Small Claims Actions (April 1, 2011)

The March 28, 2011, order contained typographical errors in the numbering sequence of the new and amended Small Claims forms compared to the prior forms being replaced. The forms themselves were correctly numbered.

Amended Order (427 kb)



In the Matter of Standard Forms of Pleadings for Small Claims Actions (March 28, 2011)

The Court rescinds Chapter 3 of the Iowa Court Rules, Standard Forms of Pleadings for Small Claims Actions, in its entirety. The court approves and adopts the revised Chapter 3 of the Iowa Court Rules attached to this Order.
Effective April 4, 2011


Order (6666 kb)


Standard Forms (pdf) (774 kb)



In the Matter of Changes to the Business Hours of the Jefferson and Louisa County Clerk of Court Offices (March 9, 2011)

Effective immediately

Nunc Pro Tunc (170 kb)



In the Matter of Changes to the Business Hours of the Jefferson and Louisa County Clerk of Court Offices (March 9, 2011)

Effective immediately.

Supervisory Order (181 kb)



In the Matter of Amendments to Iowa Court Rules Chapter 4; Form 4.11 (February 2, 2011)

Effective immediately.

Order and Form 4.11 (895 kb)



In the Matter of Amendments to Iowa Court Rules Chapter 4: Forms 4.1, 4.2, 4.11, and 4.15 (December 27, 2010)

Effective immediately

Supervisory Order (3402 kb)



In the Matter of the Appointment of the EMC Media Coordinator for Region 3

Effective December 17, 2010.

Order (192 kb)



Proposed Adoption of 2005 Model Standards of Conduct for Mediators (December 7, 2010)

Deadline for comments is March 7, 2011

Order (2271 kb)


Model Standards of Conduct for Mediators (166 kb)


Chapter 11 Study Group (2195 kb)



In the Matter of the Retention of a Private Court Reporter in a Civil Case: Amendment to January 6, 2010 Order (November 24, 2010)

Effective immediately

Supervisory Order (835 kb)



In the Matter of Temporary Rules to Govern the Use of the Electronic Document Management System Plymouth County and Story County (November 4, 2010)

Supervisory Order (538 kb)


Chapter 16 - Rules Pertaining to the Use of the Electronic Document Management System (12070 kb)


Protected Information Disclosure (424 kb)


Small Claims Original Notice and Petition (3124 kb)


Notice of Transcript Redaction (445 kb)


General Commentary on Electronic Filing Rules (118 kb)



In the Matter of Changes to the Business Hours of the Chickasaw and Howard County Clerk of Court Offices (October 19, 2010)

Effective October 25, 2010

Supervisory Order (207 kb)



In the Matter of Changes to the Business Hours of the Greene County Clerk of Court Office (September 29, 2010)

Effective October 12, 2010

Supervisory Order (185 kb)



In the Matter of Changes to the Business Hours of the Boone County Clerk of Court Office (September 29, 2010)

Effective October 5, 2010

Supervisory Order (177 kb)



In the Matter of Changes to the Business Hours of the Adams, Ringgold and Taylor County Clerk of Court offices (September 29, 2010)

Effective October 4, 2010

Supervisory Order (189 kb)



In the Matter of the Judicial Council Advisory Committee on Fine Collection Procedures, Practices and Rules (September 24, 2010)

Effective immediately

Order (928 kb)



In the Matter of the Public Hours of the Office of the Clerk of the Appellate Courts (September 15, 2010)

Effective September 20, 2010

Supervisory Order (465 kb)



In the Matter of Changes to the Business Hours of the Jones County Clerk of Court Office (August 18, 2010)

Effective August 30, 2010

Supervisory Order (167 kb)



In the Matter of the Appointment of Members to Serve on the Civil Justice Reform Task Force (August 6, 2010)

Supervisory Order (106 kb)



In the Matter of Changes to the Business Hours of the Worth County Clerk of Court Office (August 4, 2010)

Effective September 10, 2010

Supervisory Order (181 kb)



In the Matter of Expanded Media Coverage of the Courts (July 21, 2010)

The supreme court has reorganized the jurisdiction of media coordinators for Jackson County.
Effective August 1, 2010

Order (171 kb)



In the Matter of Interim Procedures Governing the Collection of Court Fines and Fees (July 2, 2010)

Upon recommendation of the Judicial Council, the supreme court adopts interim provisions that will govern installment payment plans and other fine collection activities of the judicial branch until the adoption of permanent rules.
Effective July 12, 2010

Supervisory Order (1250 kb)



In the Matter of Changes to the Business Hours of the Floyd County Clerk of Court Office (May 13, 2010)

Effective May 20, 2010

Supervisory Order (174 kb)



In the Matter of Changes to the Business Hours of the Davis County Clerk of Court Office (May 4, 2010)

Effective May 10, 2010

Supervisory Order (176 kb)



In the Matter of Adoption of EDMS Rules for Pilot Project in Plymouth County (April 21, 2010)

Effective immediately

Supervisory Order (581 kb)


Chapter 16 - Rules Pertaining to the Use of the Electronic Document Management System (12017 kb)


Protected Information Disclosure (520 kb)


Small Claims Original Notice and Petition (2292 kb)


General Commentary on Electronic Filing Rules (2274 kb)



In the Matter of Changes to the Business Hours of the Guthrie County Clerk of Court Office (April 13, 2010)

Effective immediately

Supervisory Order (173 kb)



In the Matter of the Business Hours of the Fremont County Clerk of Court Office (April 6, 2010)

Effective April 5, 2010

Supervisory Order (167 kb)



In the Matter of Appointment to the Task Force for Civil Justice Reform (March 23, 2010)

Effective immediately

Order (123 kb)



In the Matter of Changes to the Business Hours of Clerk of Court Offices (March 19, 2010)

Fremont county
Effective April 5, 2010

Supervisory Order (186 kb)



In the Matter of Changes to the Business Hours of Clerk of Court Offices (February 11, 2010)

Jefferson county
effective February 12, 2010

Supervisory Order (180 kb)



In the Matter of Prioritization of Cases and Duties (February 4, 2010)

Amendment to Order of December 1, 2009
Effective immediately

Supervisory Order (323 kb)



In the Matter of Changes to the Business Hours of Clerk of Court Offices (January 28, 2010)

Fifth District
effective February 1, 2010

Supervisory Order (252 kb)



In the Matter of Changes to the Business Hours of Clerk of Court Offices (January 26, 2010)

First, Second and Sixth districts
effective February 1, 2010

Supervisory Order (286 kb)



Proposed Revised Iowa Code of Judicial Conduct (January 19, 2010)

Chapter 51
Deadline for comments is March 19, 2010.

Order and Proposed Code (581 kb)



In the Matter of Private Retention of Court Reporters in Civil Cases (January 6, 2010)

Supervisory order (500 kb)



In the Matter of Appointments to the Task Force for Civil Justice Reform (December 18, 2009)

Order (655 kb)



In the Matter of Court Closure Days and Public Hours of Clerk of Court Offices (December 2, 2009)

Supervisory Order (63 kb)



In the Matter of Prioritization of Cases and Duties (December 1, 2009)

Supervisory Order (1318 kb)



In the Matter of the Public Hours of Clerk of Court Offices (November 17, 2009)

Supervisory Order (2646 kb)



In the Matter of Actions Taken to Reduce Judicial Branch Operating Expenses (November 12, 2009)

Supervisory Order (1443 kb)



In The Matter of Court Closure and Unpaid Leave Days (November 10, 2009)

Supervisory Order (497 kb)



In the Matter of Actions Taken to Reduce Judicial Branch Operating Expenses for Fiscal Year 2010 (June 25, 2009)

Supervisory Order (162 kb)



In the Matter of Court Closure Days and Reduced Public Hours (May 29, 2009)

Supervisory Order (288 kb)



In the Matter of Appointments to the Digital Audio Recording Technology Committee of the Judicial Council (May 7, 2009)

Order (380 kb)



In the Matter of Court Closure and Unpaid Leave Days: May 8 (May 5, 2009)

Supervisory Order (452 kb)



In the Matter of Mileage Reimbursement (March 31, 2009)

Supervisory Order (315 kb)



Actions Concerning Judicial Operations (March 13, 2009)

Supervisory Order (228 kb)



Action Taken to Reduce Operating Expenses (February 27, 2009)

Supervisory Order (186 kb)



Hearing on Proposed Rules (February 24, 2009)

A hearing is scheduled on Thursday, March 5, 2009, regarding minutes of evidence.

Order Setting Hearing Schedule (Feb. 24, 2009) (480 kb)


Order Setting Amended Hearing Schedule (March 2, 2009) (477 kb)


Order (Feb. 13, 2009) (749 kb)



Actions Taken to Reduce Judicial Branch Operating Expenses (February 2, 2009)

Supervisory Order (783 kb)



Proposed Amendments to the Rules of Criminal Procedure (December 2, 2008)

Information about witnesses
Deadline for comments is January 2, 2009

Chapter 2, Rule 2.4 and 2.5 (589 kb)



Proposed Amendments to Iowa Court Rules (November 12, 2008)

Licensing and Practice of Foreign Legal Consultants
Deadline for comments is December 12, 2008

Chapter 31, Rule 31.14 and 31.18 (5008 kb)



In the Matter of Iowa Rule of Civil Procedure 1.422 (September 23, 2008)

Rule 1.422

Supervisory Order (150 kb)



Proposed Amendments to the Rules of Criminal Procedure (June 23, 2008)

Information about witnesses
Deadline for comments is July 23, 2008

Chapter 2, Rule 2.4 and 2.5 (96 kb)


Order (355 kb)



Final Report of the Child Support Guidelines Review Committee

Final Report of the Child Support Guidelines Review Committee (378 kb)


Proposed Amendments to Chapter 9 (348 kb)


Rule 9.27, Forms 1 and 2 (418 kb)



Revisions to Electronic Document Management System Proposed Rules (June 10, 2008)

Public Notice (47 kb)


General commentary (71 kb)


Chapter 16--Pertaining to the use of EDMS (258 kb)



Proposed Amendments to Rules of Appellate Procedure and Rules of Civil Procedure Concerning Certiorari (June 6, 2008)

Deadline for comments is August 6, 2008

Order (81 kb)


Proposed Amendments to Rules of Appellate Procedure (851 kb)


Summary of Key Changes (238 kb)


Proposed Amendments to Rules of Civil Procedure (113 kb)



Appointments to the Supreme Court Limited Jurisdiction Task Force (January 14, 2008)

Appointment Order (205 kb)


Resolution in Support of the Pew Commission (September 10, 2007) (86 kb)



Filing by facsimile transmission (August 6, 2007)

Order granting filing by facsimile transmission of certain documents in chapters 125 and 229 commitment proceedings
Effective immediately

Order (66 kb)



Uniform Bond Schedule (August 2, 2007)

Order amending uniform bond schedule

Order and bond schedule (97 kb)



Instructions to Compensation Commissioners from the Chief Justice (January 12, 2007)

Instructions (208 kb)

Search Underway to Find Former USS Intrepid Crew Members from Iowa for Special Homecoming Weekend

NEW YORK, NY (June 18, 2013) - August 16, 2013 will mark the 70th Anniversary of the Commissioning of the U.S.S. Intrepid (CVS-11), the World War II-era Essex class aircraft carrier that is now home to the Intrepid Sea, Air & Space Museum in New York City.  To mark the occasion, Intrepid is putting out a coast-to-coast "all call" for former USS Intrepid crew members, including those who live in our area, to be reunited in a special Homecoming Weekend from August 16 to 18.

To learn more about this weekend and for registration information, former crew members and their family members can visit http://www.intrepidmuseum.org/fcm70.aspx.

The homecoming weekend will feature a special ceremony marking the 70th Anniversary of Intrepid's Commissioning, on August 16 at 11:00 a.m. at which former crew members will reunite and share stories of their tours of duty.  Throughout the weekend, the museum will offer guided tours of the ship and behind-the-scenes curator-led tours of their museum collection storage facility. For some former crew members, this will be the first time they have been aboard their beloved ship since the completion of their service.

The Intrepid's homecoming weekend is open to the public, and will feature programs and events specifically tailored for former crew members and their families. Entrance to the museum will be free of charge for former crew members and their family members.

Now a museum ship and national historic landmark, the aircraft carrier Intrepid (CVS-11), was one of the most successful and stalwart ships in US history, serving in the Pacific during World War II, when it was hit by five Kamikaze attacks but refused to sink, and nicknamed "the Ghost Ship" by the Japanese. Intrepid later served three tours of duty off Vietnam and in submarine surveillance in the North Atlantic during the Cold War. She was also one of the primary recovery vessels for NASA during the Mercury and Gemini Space Missions, and retrieved astronauts Scott Carpenter and Gus Grissom after their respective Earth orbits and splashdowns in the Pacific.

About the Museum

Now home of the Space Shuttle Enterprise, the Intrepid Sea, Air & Space Museum complex includes the 900-foot-long aircraft carrier Intrepid; the guided missile submarine Growler; and an extensive collection of 27 aircraft including the A-12 Blackbird, the fastest plane in the world, and the British Airways Concorde, the fastest commercial aircraft in the world. Guests can experience areas of the ship including the Flight Deck, Hangar Deck, fo'c'sle (commonly known as the anchor chain room), new multimedia presentations and exhibit collections, interactive educational stations and a state-of-the-art public pier.  Guests to the Intrepid Sea, Air & Space Museum also can experience the 12,240 square-foot interactive Exploreum - which contains a variety of hands-on exhibits - that teaches guests about the different properties of the sea, air, space and living at sea as each relates to the ship Intrepid. In the Exploreum, guests can experience a flight simulator, transmit messages using Morse code, sit on the bunk of a crewmember, learn how the Intrepid turned salt water into fresh water and perform various tasks while wearing space gloves.

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DES MOINES, IA (06/18/2013)(readMedia)-- On Opening Day, August 8, the Iowa State Fair will host a one-day meal-packaging event in partnership with Meals from the Heartland, the Iowa Soybean Association, the Iowa Food and Family Project and GROWMARK. The Fair's goal is to package 250,000 meals to help alleviate life-threatening hunger around the world. The event is funded in part by the soybean check-off.

The event is part of the International Association of Fairs and Expositions' "Dream Big" food drive hosted by fairs throughout the world. Together, participants hope to collect 20 million pounds of food - enough to fill the daily food needs of nearly six million people.

The Fair is collecting monetary donations to help purchase supplies for the packaged meals. In addition, 1500 volunteers are needed to commit to packaging meals for one-hour shifts from 7 a.m. to 6 p.m. on the Fair's opening day. To donate or volunteer, please visit iowastatefair.org.

Meals from the Heartland is a non-profit organization committed to providing meals for food-insecure families around the world. Since their initial launch in 2008, the organization has packaged more than

31 million meals which have been distributed locally through Iowa food pantry partners as well as shipped throughout the world.

"Nothing Compares" to the 2013 Iowa State Fair, August 8-18. The Fairgrounds are located at East 30th and East University Avenue, just 10 minutes east of downtown Des Moines. For more information, call 800/545-FAIR or visit www.iowastatefair.org.

* * *

Under Construction: A Home Improvement Photo Contest to foster pride and benefits of homeownership

DES MOINES - The Iowa Finance Authority, Iowa Association of Realtors®, Iowa Home Ownership Education Project and the Iowa Mortgage Association have partnered on an innovative social media contest that asks Iowans to show off their best Do-It-Yourself home projects and Pinterest™ aspirations. The contest is accepting entries from now through the end of July and offers a $2,500 gift card as the top prize.

"We're excited to offer this innovative social media contest in partnership with the Iowa Association of Realtors®, Iowa Home Ownership Education Project and the Iowa Mortgage Association as a way to raise awareness of the benefits of homeownership," said Dave Jamison, Iowa Finance Authority Executive Director. "We encourage everyone to enter and to vote often for their favorite entry and show us what fun, home projects that you have planned."

Any Iowan over the age of eighteen can participate by visiting a participating lender, housing counselor or Realtor®. Participants are asked to write a word or short phrase describing their project, or future project on a memo board and take a photo with their project and submit it through a participating lender, housing counselor or Realtor®. Submissions are being accepted now through July 31. A full list of participating locations is available at IowaFinanceAuthority.gov/Contest.

The winner will be determined by public voting August 1-16 at facebook.com/MeaningofHomeownership.

The winning participant with the most votes will receive a grand prize of a $2,500 Lowe's gift card and the winning Realtor® and lender/housing counselor will each receive a $2,500 Community Betterment Grant for all combined votes received. Lenders, housing counselors and Realtors® may sign-up to be a participating location by visiting IowaFinanceAuthortiy.gov/Contest.

"This is a great time to purchase a home or to be an existing homeowner. This partnership has created an exciting, new contest to help raise awareness of the many benefits of homeownership, with some friendly competition and fun," said Dave Bert, CEO of the Iowa Association of Realtors®. "We extended this year's contest so that more Iowans can get involved and realize the wonderful opportunities of homeownership."

# # #

WASHINGTON - Senator Chuck Grassley said today that fall internships for college-age Iowans are available and applications are due July 15.

These Senate internships are available in Grassley offices in Washington, D.C., Cedar Rapids, Council Bluffs, Davenport, Des Moines, Sioux City, and Waterloo.  The fall session is set to start August 26.

Interns assist staff members with administrative, legislative and communications work, including that of Grassley's staff on the Senate Committee on the Judiciary, where he serves as Ranking Member.  An internship during the fall semester allows for a wide range of exposure for students on Capitol Hill.  A firsthand account of a Grassley internship can be seen here.

Grassley said he encourages young Iowans who are interested in learning more about the government to apply.  "Working in a congressional office is a good way for college students and new graduates to learn more about the legislative branch of the federal government while gaining valuable work experience.  Internships in my offices are available to students in all areas of study," he said.

 

Application forms are available on Grassley's Senate website and in Grassley's offices in Iowa.  Due to security-related delays in postal mail delivery to U.S. Senate office buildings, internship applications should be emailed to intern_applications@grassley.senate.gov or faxed to 202-224-5136.  For additional information, send messages to intern_applications@grassley.senate.gov or call 202-224-3744.

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