Shelby Anderson is an Associate in Ice Miller’s Trusts and Estates Group.

Shelby focuses her practice on tax-exempt organizations, estate planning, estate and trust administration, and litigation involving trusts and estates.

Originally from Frankfort, Indiana she received her Bachelor of Science in business administration from The Ohio State University in 2010. Shelby then returned to her Hoosier roots, and in 2013 she earned her juris doctorate, cum laude, from the Indiana University Robert H. McKinney School of Law. Shelby joined the firm’s Indianapolis office in early 2013, and transferred to the firm’s Columbus office in June of 2015.

Shelby advises tax-exempt organizations with respect to corporate governance and federal tax matters, including entity formation, unrelated business income tax (UBIT), grant agreements, use of affiliated entities, and general corporate and tax-exempt compliance. In addition to her work with tax-exempt organizations, Shelby also advises individuals on estate planning, succession planning, charitable planning and wealth transfer planning. She also represents fiduciaries in estate administration matters and counsels trustees on trust administration and fiduciary responsibilities.

Shelby is admitted to practice in Ohio, Indiana, and Illinois.
Speaking Engagements
  • "Planning for Clients and Their Beneficiaries with Diminished Capacity." Worthington Estate Planning Council, June 21, 2017.
  • "Proposed 2017 Tax Reform and its Possible Impact on your Clients." Tax Breakfast Exchange, January/February 2017
  • "Planning for Clients and Their Beneficiaries with Diminished Capacity." Tax Breakfast Exchange, March/April 2016
  • "Planning to Minimize Income Taxes for Yourself and Your Beneficiaries." Delaware County Bank,  February 16, 2016.
  • "Common Mistakes in Charitable Planning." Tax Breakfast Exchange, November/December 2016.
  • "Recent Developments That May Impact Clients' Estate Planning and Income Taxes." Tri-County Estate Planning Council, October, 20, 2015.
  • "Recent Developments That May Impact Clients' Estate Planning and Income Taxes." Tax Breakfast Exchange, August/September 2015.
View Full Site View Mobile Optimized