Taking care of tomorrow, today.
Our attorneys can take you through the process of signing a will and establishing a plan to pass on your assets to your loved ones.
The Shuttleworth & Ingersoll estate planning attorneys represent clients with wide-ranging estate, tax, and business succession planning needs. Aggressive, innovative and practical approaches to client problems are standard. Estate planning is so much more than preparing a will. Often good planning uses a revocable living trust instead of a traditional will. Advance medical directives and power of attorney documents are important elements of good estate plans.
Attention must be given to retirement plan accounts, life insurance, and other assets with beneficiary designations. Sometimes limited liability companies, life insurance trusts, and other types of trusts help save or eliminate taxes.
We offer a coordinated approach to dealing with the complexities of planning for the transfer of estate wealth to younger family members and the transfer of business interests to key employees and/or family members. We have many years of experience and expertise in income taxation, accounting, qualified plan and IRA distributions, estate and gift taxation, estate and trust administration, and other aspects of business law. Our services are delivered timely and with sensitivity to the potential for conflict among estate beneficiaries.
Leaving a Legacy Through Planned Giving
Shuttleworth & Ingersoll provides a vast array of charitable gift planning to nonprofit organizations, foundations, and the individuals and institutions who support their mission. Our attorneys possess extensive experience and have a rich understanding of the gift planning process and the issues that arise during the lifetime of a charitable gift. More than just a simple donation, when considering planned giving, consulting with an estate planning attorney will help you optimize the benefit and effect of your gift.
Examples of Services
- Working with philanthropic clients to engineering gift structures that maximize their donation, financial, tax and family goals
- Working with our clients, financial institutions, financial advisors, and nonprofit organizations in structuring and executing charitable gifts
- Advising on legal issues in gift administration, including endowments and gift restrictions
- Assisting with gift transactions, including charitable remainder trusts and charitable gift annuities
- Drafting and negotiating pledge agreements between donors and charities