The Medical-Legal Partnership at Eskenazi Health has been bringing health and legal professionals together since 2008 to help solve legal problems that affect health outcomes. One example of the partnership is an annual Wills and Advanced Care Planning Clinic.
‘Supercharged’: Lewis Wagner combination designed to bolster firm’s probate practice
Attorneys at Hewitt Law & Mediation have combined with Lewis Wagner, effective March 1.Read More
Fido’s future: Pet trusts ensure surviving pets are cared for after owners’ death
Questions about who will care for a pet upon the owner’s death or in the event of an emergency aren’t always asked until it’s too late. That’s where a pet trust could come into play.Read More
Guardianship abuse could be common but sparse data leave questions
Court-determined arrangements have made recent headlines as pop star Britney Spears publicly fought to be removed from what she called a “toxic” conservatorship. Her case of conservatorship, similar to Indiana man Nicholas Clouse’s guardianship, illuminates potential problems and abuse of power in such arrangements.Read More
Estate planning attorneys say clients must keep their crypto-keys in a secure place
Not only are the keys vital to accessing the cryptocurrencies, their mere presence also alerts the heirs that the deceased relative or friend was holding theRead More
Electronic wills off to slow start in Indiana: State law updated in 2021 to allow for remote witnessing, but demand remains low
It’s hard to say how popular electronic wills are in the state five years after they were initially legalized.
On July 1, Indiana will become one of only a handful of states that have a premortem validation procedure for Hoosiers’ last wills and testaments, as well as their revocable trusts.
Lawmakers on Wednesday stripped long sections out of a controversial bill cracking down on the state’s pension investment managers, inserting a simplified structure that would reduce the fiscal impact to zero, according to the proposal’s author.
Proposed legislation in the Indiana Legislature has put a spotlight on two schools of thought when it comes to investing public pension funds.
When two tech-linked U.S. banks failed this month, among the investors who lost millions were public-sector pension funds responsible for ensuring the retirements of teachers, firefighters and other government workers.
Have you advised your clients about what will happen to their Twitter or Instagram accounts after they die?
To make administration go smoothly, it is still important to consider disposing of tangible personal property as part of the overall estate plan and not simply “gloss over” those provisions.
For uncounted numbers of older irrevocable trusts that do not grant a limited amendment power to anyone, there is only one trust modification tool that does not require either probate court approval or the consent of beneficiaries: trust decanting.
An Indiana House committee on Thursday approved a bill requiring the state’s public pension system to divest from and terminate business relationships with firms or funds that use nonfinancial “ESG” factors in decisions.
‘Ferocious rate’ of gifting as sunset nears for exemption: Transfer of assets spurred by coming cut in exemption, market downturn
Even though asset values and wealth are being squeezed in today’s economic environment of inflation, rising interest rates and possible recession, estate planning attorneys are looking beyond the current market conditions to the calendar.
The first reaction when confronted with a client owning real estate outside Indiana is to transfer that property into a trust, LLC or other method. However, Florida’s property tax laws may yield a result that could be much worse than ancillary administration.
Indiana and its investment managers can’t make government employee pension system investments based on environmental, social or governance criteria, Attorney General Todd Rokita wrote in an advisory opinion released Thursday.
Beneficiaries need to understand that their inheritances may still be subject to claims in the estate. Creditors need to understand the process for proceeding against “nonprobate transferees” to preserve their rights.
As COVID’s threat to the elderly quickly became apparent, some Indiana estate planning attorneys saw a major uptick in older clients scrambling to get their affairs in order. On the flip side, others heard radio silence from the elderly — only for the phones to starting ringing again once public safety restrictions eased.
Sometimes, making choices is difficult, either because we have insufficient information or because we don’t want to have to choose between competing interests. Estate planning is one of those situations in which failing to make a choice can result in unintended, negative consequences.
I encourage my clients to plan for the future when it comes to their money and property by creating, and then occasionally updating, their estate plans. But often, clients have a “one and done” philosophy and don’t think they need to update their documents.
A Carmel man has been sentenced to seven years in federal prison for taking part in a Ponzi-like scheme that robbed numerous investors of their retirement savings, the U.S. Department of Justice announced Friday.
There is, in fact, no shortage of life events that should invoke the idea of contacting an estate planning attorney to see if any changes are required to an individual’s estate plan.
Digital assets are an important part of estate planning. Planning includes ensuring that the appropriate people have access to the information at the right time. We have been made aware of these issues when dealing with cryptocurrencies, but what about all the subscription and social media services we all utilize now? It’s more important than ever to have a clear plan for accessing digital assets. This is one of those areas where technology clearly intersects with a specific area of the law.