Estate Planning, Wills, and Trusts

Leaving a Legacy Through Planned Giving

Our attorneys have had the privilege of working with so many charitable people to help them make a lasting impact in our community through planned giving. Here are a few of those stories, including gifts to:

  • Cedar Rapids Public Library Foundation
  • The History Center
  • Coe College
  • UnityPoint St. Luke’s Foundation
  • Indian Creek Nature Center

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.

Sub-Practice Groups

Attorneys Who Specialize in Estate Planning, Wills, and Trusts

Sort: Firstname  |  Lastname Email Phone
Jared S. Adam jsa@shuttleworthlaw.com (319) 731-2310
Laurie L. Dawley lld@shuttleworthlaw.com (319) 731-2371
John H. Ehrhart jhe@shuttleworthlaw.com (319) 365-9461
Dean R. Einck dre@shuttleworthlaw.com (319) 365-9461
Richard S. Fry rsf@shuttleworthlaw.com (319) 365-9461
William S. Hochstetler wsh@shuttleworthlaw.com (319) 731-2324
Stephen B. Jackson, Sr. sbj@shuttleworthlaw.com (319) 365-9461
Don L. Johnson (Chair) dlj@shuttleworthlaw.com (319) 365-9461
Jonathan C. Landon jcl@shuttleworthlaw.com (319) 365-9461
Michael O. McDermott mom@shuttleworthlaw.com (319) 365-9461
Dennis J. McMenimen djm@shuttleworthlaw.com (319) 731-2302
Gary J. Streit gjs@shuttleworthlaw.com (319) 731-2316
Sarah C. Thielen sct@shuttleworthlaw.com (319) 365-9461

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