Investment/Estate Planning
Taxed to death no more
May 22, 2013
Dave StaffordThe fate of the inheritance tax in Indiana went from a slow, lingering demise over the next decade to sudden death in the
biennial budget lawmakers approved this session.
MoreAttorneys must financially prepare for life during retirement
May 22, 2013
Marilyn OdendahlLaw firms use 401(k)s to help employees save for their golden years.
MoreJudge says bank can pursue suit against broker
March 18, 2013
Scott OlsonThe Peoples State Bank of Ellettsville can move forward with its lawsuit against broker Stifel Nicolaus & Co., which the
bank claims duped it into investing $13 million in auction-rate securities just before those markets froze up.
MoreIndiana's longest-serving attorney will retire from practice at 96
March 13, 2013
Dave StaffordAlexis “Alex” Thomas Cholis is winding down his law practice. More than 70 years after admission to the bar, he’s
decided it’s time.
MoreLake County man warned against disparaging bench
March 8, 2013
Dave StaffordA Lake County man with a history of filing unsupported allegations and derogatory comments in pleadings was rebuffed on his
latest appearance before the Indiana Court of Appeals, which warned him against disparaging the bench.
MoreJudges rule in favor of bank on request to end trust
February 15, 2013
Jennifer NelsonA beneficiary of a trust couldn’t prove to the Indiana Court of Appeals that the purpose of the trust, created by her
mother, was to benefit any grandchildren and because there are no grandchildren, the trust should be terminated.
MoreJudges interpret Probate Code statute in favor of bank
February 13, 2013
Jennifer NelsonFinding that a bank did not receive proper notice in order to file a claim against an estate, the Indiana Court of Appeals
reversed summary judgment in favor of the estate of Samuel Tolley on the bank’s two claims.
MoreCOA rules in favor of grandchildren in will dispute
January 24, 2013
Jennifer NelsonThe Indiana Court of Appeals had to interpret a handwritten will from 1917 in a dispute among those who stood to inherit land
in Benton County. The appellate court determined that the trial court properly ruled that John and Karen LeFebre could collectively
receive a one-third share in the acreage.
MoreDetailed settlement agreement not specific enough for son to claim funds
January 15, 2013
Marilyn OdendahlAlthough a settlement agreement worked out between siblings included details about who would receive the comic books, the
Indiana Court of Appeals ruled because the document did not specifically address the accounts receivable, one of the surviving
sons would not be entitled to the money.
MoreSettlement ends bitter battle over Mel Simon estate
December 12, 2012
Cory SchoutenA bitter battle over the $2 billion estate of the late shopping mall tycoon Melvin Simon has ended with a confidential settlement.
MoreE-state planning
November 21, 2012
Dave StaffordWill your Facebook account, online presence and virtual world live on after you? The rise of social media and proliferation
of online accounts are posing such real-life questions for lawyers who concentrate in estate planning. But it remains an evolving
question how wills, trusts and power of attorney grants will address these and other staples of the Internet age.
MoreEstate lawyers' duty of responsibility clarified in proposed legislation
November 21, 2012
Marilyn OdendahlEstate attorneys are hoping the Indiana General Assembly will provide a remedy after a ruling by the Indiana Court of Appeals
muddied the waters concerning the scope and duties of a lawyer working on behalf of an estate’s personal representative.
MoreCOA finds trust that bought foreclosed home gained insurance equity
November 16, 2012
Dave StaffordAn estate that purchased a foreclosed house at a sheriff’s sale established an equitable lien through which it was entitled
to collect proceeds in the event of an insured loss, the Indiana Court of Appeals ruled Friday.
MoreRemedy is not easy in securities fraud cases
September 26, 2012
Marilyn OdendahlPlaintiffs must meet a high standard after filing complaint to get to the discovery stage.
MoreIn reversal, tax court says estate not entitled to interest on refund, judgment
September 7, 2012
Dave StaffordThe estate of a Lowell chef and food production expert is not entitled to interest on a refund or judgment interest that the
Lake County probate court awarded, the Indiana Tax Court ruled Friday.
MoreAttorney fees eat up most of recovered Fair Finance funds
July 4, 2012
Greg AndrewsA New York firm is contacting Fair Finance Co. investors seeking to purchase their bankruptcy claims – a sign that investors
in the defunct business could secure a sizable recovery.
MoreNephews' appeal over estate dispute dismissed
May 25, 2012
Jennifer NelsonEven though the trial court said its order regarding a petition to set aside a family settlement agreement was final and appealable,
it was not, so the Indiana Court of Appeals dismissed an appeal sua sponte.
MoreIndiana's inheritance tax phasing out
May 9, 2012
Jenny MontgomeryAttorneys who handle estate planning say questions remain about the future of the federal estate tax.
MoreMore attorneys choosing gradual retirement
May 9, 2012
Jenny MontgomeryEconomics are one reason why lawyers postpone withdrawal from practice.
MoreCOA finds man was shareholder at time of stock sale
May 2, 2012
Jennifer NelsonA dispute between family members over stock of the family company led to the Indiana Court of Appeals addressing an issue
involving shareholders and revocable trusts that hasn’t yet been addressed in Indiana: whether the settlor, who places
shares of stock into a revocable inter vivos trust and names himself as trustee and beneficiary, retains his shareholder status.
MoreNeumann: Digital treasures play a role in estate planning
February 29, 2012
Matthew Neumann writes about how Facebook and estate planning relate.
MoreCOA: will can be admitted in Indiana
January 4, 2012
Jennifer NelsonRelying on the majority rule, the Indiana Court of Appeals concluded that a man’s will that was denied probate in Illinois
could be admitted in Indiana to deal with real property located here.
MoreCOA rules on estate representative's banking activity
December 30, 2011
Michael HoskinsThe Indiana Court of Appeals has overturned a Lake County judge in an estate case involving a personal representative who
conducted banking transactions for an elderly man before his death.
MoreAppeals court sides with snubbed relative in estate case
December 29, 2011
IL StaffThe Indiana Court of Appeals has reversed a probate court’s conclusion that a deceased woman’s son lacks standing
to contest a settlement agreement.
MoreCOA rules on right of first refusal issue
December 13, 2011
Jennifer NelsonThe Indiana Court of Appeals concluded that the right of first refusal set forth in a purchase agreement of land between neighbors
could only be exercised between the two neighbors and didn’t apply to the sale of land by an estate.
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Lawyer who emailed nude film clip to harm ex-intern suspended 3 years
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More than half of Conour’s inventoried assets gone, feds say
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Indianapolis law firm Stewart & Irwin closing
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Longest-practicing female attorney in Indiana has no plans to retire
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Criminal code and expungement bills signed by governor
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Lawyer who emailed nude film clip to harm ex-intern suspended 3 years
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Indianapolis law firm Stewart & Irwin closing
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More than half of Conour’s inventoried assets gone, feds say
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SCOTUS rules against Indiana farmer in seed patent case
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Social media sleuths find evidence, but admissibility requires authentication
Court Calendar
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May 22, 2013 Floyd Weddle v. State of Indiana - 5/22/13
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May 24, 2013 Indiana Patient's Compensation Fund v. Judy Holcomb, Personal Representative of the Estate of Mable Louise Cochran, deceased - 5/24/13
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May 28, 2013 The Estate of Richard A. Mayer and Spangler, Jennings & Dougherty, P.C., v. Lax, Inc., and David Lasco - 5/28/13
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June 12, 2013 Northern Assurance Company of America v. Thomson, Inc., et al. - 6/12/13
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vagueness cannot challenged, so let's write all laws vaguely and throw the constitution out the window.Even if the court is operating under a particular law, if they don't it they will change it to their liking. What a joke!!!
Two convictions becomes one conviction with exactly the same sentence, only it is not clear wheter or not that sentence will be 18 months, 120 months or 138 months. Actually if the guns were in a home, whether or not they were his, he is protected under the 2nd amendment. Jurors need to learn the law and the constitution before judging others. The cour5ts need to do this as well.
With all due respect, Rick, I think you probably would be making a mistake by going to law school. The job market for attorneys is so saturated, you may well find yourself unemployed and with a lot of debt. You mention law would be a good supplement to your skills. True. But employers unfortunately don't value that. You will find that a law degree may well pigeonhole you into an attorney slot and limit career options. If you have a good job now I would hold onto that. As an attorney, you may well end up making less with the aforementioned debt.
Jack, I was only responding to bill's comment of tying everybody in government together. I agree with you though, it takes one bad apple to ruin the bunch.. As in any profession. What's truly unfair is when somebody violates someone's trust and takes complete advantage of someone
John’s comment is unfair. The majority of attorneys can be trusted. Unfortunately, all it takes is one greedy, unscrupulous, immoral attorney to jade the public.