• Former northern Indiana judge accused of defrauding estates

    A one-time Jasper County judge is accused of multiple counts of attorney misconduct related to his representation of two elderly clients’ estates, potentially involving the misappropriation of hundreds of thousands of dollars to his law firm, an office employee and a family member after the clients died.

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Articles

Boldt: Go with the flowchart to show the course for estate plans

A helpful tool to simplify complex scenarios for clients is the use of visual aids or flowcharts to demonstrate key portions of a will or trust. Particularly in a trust instrument, a diagram of how assets flow is often very helpful to clients and helps them understand things simply.

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Will missing in estate fraud suit against disgraced lawyer, assistant

The original will at the center of a six-figure estate fraud case is missing, according to recent court filings in a civil lawsuit. Charities alleging the law firm that handled the estate absconded with the money also have subpoenaed the Indiana Supreme Court Disciplinary Commission for records in the related ethics case that led to the recent resignation of attorney and one-time judge Robert Monfort.

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DTCI: A few estate planning strategies for peace of mind

Most people don’t want to think of their own mortality or the possibility that they may become incapacitated and incapable of expressing their health care wishes. Having an estate plan as well as a plan in place for end-of-life decisions will provide peace of mind for you and your family.

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