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Estate Planning, Wills, and Trusts

Shuttleworth & Ingersoll 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.

Shuttleworth & Ingersoll Estate Planning, Wills, and Trusts Attorneys

Sort: Firstname  |  Lastname Email 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

Articles & Insights: Estate Planning, Wills, and Trusts

Our attorneys publish articles and alerts on relevant topics to help our clients understand the law and develop a strategy for success.

Proper Planning Prevents Poor Probate

Proper Planning Prevents Poor Probate

My high school wrestling room displayed a banner that read, “Proper Practice Prevents Poor Performance.” The message is simple–if you put in enough thought and effort at the beginning, the end result will be better. This message holds true with regard to my practice of estate planning and estate administration–“Probate.” Proper Planning Prevents Poor Probate!
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Iowa Supreme Court

Legal duties owed by financial advisors: The Iowa Supreme Court expands the law to recognize an advisor’s potential duty to non-clients.

The Iowa Supreme Court recently held that a financial advisor could be held liable to—not just the person obtaining the financial advice—but also to individuals who were to ultimately benefit from the financial advice, such as beneficiaries under a will. While representing an expansion of Iowa law, the Court's holding is narrow and recognizes a duty only to “direct, intended, and specifically identifiable beneficiaries of a written instrument.”
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Estate Planning, Wills, and Trusts, Shuttleworth & Ingersoll, P.L.C.

Executors, Trustees, and Guardians, Oh My!

As you begin to think about your estate plan, you will need to consider the persons that you would like to have involved in your plan. Obviously, this includes your beneficiaries—those persons that you would like to receive property from your estate. Not so obvious are those persons that you would like to serve as executor, trustee, and guardian. While not as frightening as lions, tigers, and bears, thinking about those persons that you want to serve as your executor, trustee, and guardian may be worrisome. Having a general understanding of the roles and responsibilities of each will help you navigate the road towards a sound estate plan.
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You can leave a legacy through planned giving, big or small.

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

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