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The IndyBar Legislative Committee is currently monitoring the following estate planning and administration related legislation.

According to the United States Department of Labor, more than 46 million workers are currently covered by employer-provided retirement plans, and such plans often represent some of the most significant assets an individual owns. Almost every client estate planning attorneys encounter has a retirement plan which makes up part of his or her estate. As a result, it is important to understand the rules which govern retirement plans and the income tax consequences which may affect both clients and beneficiaries.

A both challenging and rewarding objective for many philanthropic families is to create a charitable mission that will be embraced for multiple generations. In the ideal case, a private foundation can support a family's charitable vision in perpetuity.

The Estate Planning and Administration Section is pleased to award Robert W. Elzer the 2018 Patricia Paxton Wagner Award for Excellence in Estate Planning and Administration. Pat Wagner, after whom the award is named, was a prominent and universally respected trust officer with the various banks that eventually became Bank One and then JPMorgan Chase. 

The Estate Planning & Administration Section of the Indianapolis Bar Association is in the process of selecting its slate for the 2019 Executive Committee and positions are available for new committee members.

Don't forget to discuss charitable planning with your clients! And don't think that only the wealthy can leave substantial gifts to charity. This article chronicles a $1 million bequest made be a former special needs educator in New Jersey.​

As an Indiana estate planning attorney who was born and raised in Minnesota, I have watched the administration of Prince Rogers Nelson’s estate from a distance with great interest. Prince, of course, is a music icon who passed away in April 2016 without an estate plan, and from all accounts in the news media, the administration of his estate has been extremely complex.

Low-income individuals are more likely to die younger and without wills or advance directives in place—but you can help!

Ask a Lawyer is the IndyBar’s largest pro bono event, taking place twice each year at locations throughout the city. Ask a Lawyer connects individuals seeking legal guidance with free face-to-face and call-in assistance from an IndyBar volunteer attorney. We're looking for volunteers for the October 9 event.