Estate Planning & Administration Section

November 25, 2014
Retirement Celebration to be Held for the Hon. Gerald S. Zore

All are welcome to join the Bench and Bar for a retirement celebration for the Hon. Gerald S. Zore of the Marion Superior Court on Friday, December 19.

November 24, 2014
Year-End Retirement Planning

The end of the year brings on a whole list of tasks for people with IRAs, 401(k)s and other retirement accounts. Check out this post for a to do list that helps people navigate important deadlines.

November 13, 2014
Rollover Rules for 529 Plans

Switching 529 plans can cause unnecessary penalties and taxes, but by understanding the rollover rules, those can be avoided. Check out this post for more.

October 30, 2014
Upcoming CLE: Business Exit Planning for the Retiring Baby Boomer

The section will host a CLE on Wednesday, Nov. 19 from 4 to 5 p.m. Check out this post for more information.

October 6, 2014
Mark Your Calendar for Coffee Hour at IU McKinney

On Tuesday, November 18 from 8 to 9 a.m., section members are invited to a coffee hour with IU McKinney students. Free coffee, donuts and parking will be provided, so don't miss out!

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Mission

The mission of the section is to promote the objects of the Association within the fields of estate planning and administration and other fields, such as trusts and guardianships, falling within the ambit of Indiana's Probate and Trust Codes and related legislation. To that end, it is the purpose of this Section: (1) to concern itself with every aspect of estate planning and estate, trust and guardianship administration; (2) to study, report upon and recommend improvements to legislation, whether Federal or State, pertaining to the Section's concerns; (3) to bring together members of the Association interested in estate planning and the administration of estates, trusts and guardianships and to confer upon the various problems incurred in these areas; (4) to promote the legal education of members of the Association and the public by sponsoring meetings, institutes and conferences and by preparing and publishing articles concerning estate planning and estate, trust and guardianship administration, and (5) to work closely with the Marion Superior Court, Probate Division, in improving estate, trust and guardianship procedures.
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Andrew Vento

A Message from the Section Chair

“Welcome to the online home of the Indianapolis Bar Association's Estate Planning and Administration section. As the 2014 chair of the section, I encourage you to get involved with the section. I welcome your thoughts about ways the section can further assist you in your practice. I would also encourage you to attend the educational programming offered by the section. I hope you will take advantage of all that the section offers you. ”

Andrew Vento - 2014 Estate Planning & Administration Section Chair - Ice Miller LLP

SECTION RESOURCES
Check back for resources from the Estate Planning & Administration Section.