Articles

Supreme Court amends trial procedure rules 

Amendments have been made to Indiana Rules of Trial Procedure regarding child paternity cases, as well as e-filing processes and procedures for filing probate and guardianship cases, according to an order from the Indiana Supreme Court.

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Guardians seek changes to assist in final arrangements

A guardianship task force has recommended that the Indiana Legislature amend state statute to give guardians authority over dispositions if necessary. While the concept received general support in a recent meeting of the Probate Code Study Commission, the question remained: how do you balance the authority of a guardian with that of another party, such as a POA?

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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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