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.

Sub-Practice Groups

Attorneys Who Specialize in Estate Planning, Wills, and Trusts

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

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

From our Blog