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Estate Planning and Administration News

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Estate Planning and Administration News


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Posted on: Nov 27, 2019

As we approach the end of the year, it’s a good reminder to you and your clients to make sure the Required Minimum Distribution is taken from IRAs when necessary.  

Posted on: Nov 18, 2019

John Wilson has been named the 2019 recipient of the IndyBar Estate Planning & Administration Section’s Patricia Paxton Wagner Award for Excellence in Estate Planning and Administration. This award is bestowed annually by the section on a discretionary basis to an estate planning professional selected by the section’s executive committee. Recipients are noted as having “extraordinary efforts and positive achievements” in one or more of four categories relating to estate planning and administration law by the committee.

Posted on: Nov 1, 2019

With a variety of factors playing a part in wealth planning, can you share the most underrated, but highly important aspect, which enables clients to devise an efficient wealth management plan?

Posted on: Sep 17, 2019

Low-income individuals are more likely to die younger and without wills or advance directives in place — but you can help! Attorneys, paralegals and law students are needed as volunteers to do intake, conduct private legal consultations with qualified applicants, draft paperwork and witness document signing during the upcoming Free Wills Clinic.

Posted on: Jul 17, 2019

Effective July 1, 2019, the requirements for contents of petitions for appointment of a guardian codified in Indiana Code 29-3-5-1 have expanded to include new subsection (a)(11).


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