Estate Planning, Wills, and Trusts
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.
Attorneys Who Specialize in Estate Planning, Wills, and Trusts
|Sort: Firstname | Lastname||Phone|
|Jared S. Adam||(319) 731-2310|
|Laurie L. Dawley||(319) 731-2371|
|John H. Ehrhart||(319) 365-9461|
|Dean R. Einck||(319) 365-9461|
|Richard S. Fry||(319) 365-9461|
|William S. Hochstetler||(319) 731-2324|
|Stephen B. Jackson, Sr.||(319) 365-9461|
|Don L. Johnson (Chair)||(319) 365-9461|
|Jonathan C. Landon||(319) 365-9461|
|Michael O. McDermott||(319) 365-9461|
|Dennis J. McMenimen||(319) 731-2302|
|Gary J. Streit||(319) 731-2316|
|Sarah C. Thielen||(319) 365-9461|