Estate Planning & Administration Section
A new budget bill signed by President Obama on November 2 will lead to new restrictions on the file and suspend and spousal only strategies.
Attend the Indianapolis Bar Association’s upcoming CLE program, What State’s My Trust In? Can I Move It? Income Tax Situs of Trusts and Related Issues with guest speakers Mark A. Loyd and Bailey Roese of Bingham Greenebaum Doll LLP.
Check out this post by Richard A. Mann to learn about the statutes under which a court can award attorneys' fees, rulings that help determine if they should, and a calculator to figure out how much should be awarded.
Due to the enormous demand Kids' Voice of Indiana has seen for guardianship forms for those seeking guardianship without an attorney, they completed forms and instructions to put on their website. See this post for more information.
A recent blog on Bingham Greenebaum Doll LLP's website recounts the story of one man who failed to estate plan. Read more here.
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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A Message from the Section Chair
“Welcome to the online home of the Indianapolis Bar Association's Estate Planning and Administration section. As the 2015 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. ”
Julie Weaver - 2015 Estate Planning & Administration Section Chair - Regions Private Wealth Management