Even as the number of legal malpractice claims has remained relatively flat, the severity of those claims continues to climb, with costlier mistakes and social inflation serving as two key factors driving the rise.
An administrative law judge’s analysis of a woman’s irrevocable trust as it relates to her Medicaid nursing home benefits eligibility was incomplete, the Court of Appeals of Indiana ruled in a Tuesday reversal.
A trust providing regular payments to a woman should be considered a marital asset and included in the assets under consideration for division in the woman’s divorce case, the Court of Appeals of Indiana ruled Wednesday.
A man who had a right of first refusal to his late mother’s home should have been allowed to receive the home at its value at the time of his mother’s death, rather than the value of a purchase offer, the Court of Appeals of Indiana has ruled.
The Court of Appeals of Indiana has affirmed summary judgment and the denial of a museum’s motion for partial summary judgment in matters involving the beneficiary of a marital trust.
The Court of Appeals of Indiana tossed a woman’s complaint alleging malpractice and fraud against an attorney and his St. Joseph County law firm.
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.
A longtime legal battle between siblings over their mother’s trust recently made its way back to the Court of Appeals of Indiana, where the sister lost yet again. The appellate court’s ruling also included a warning for the sister’s longtime counsel.
Creating a trust comes with a crucial decision: choosing the trustee. There are some key things that are important for your clients to consider when determining the right trustee.
By Andrew Z. Soshnick The treatment of trust interests as marital property under Indiana law has an underdeveloped and confusing history. The 1973 Indiana Dissolution of Marriage Act and statutory amendments do not directly address the issue of what trust interests are marital property. Likewise, few appellate opinions attempt to clarify when trust interests are […]
In its recent Rotert v. Stiles opinion, the Indiana Supreme Court honored established principles of statutory interpretation and judicial restraint in deciding that Indiana’s trust code does not prohibit restraints on marriage.
Indiana Supreme Court justices reversed Friday in a dispute between two siblings over a provision in their late mother’s trust regarding her son, holding the provision was not an unlawful restraint on marriage.
Indiana Supreme Court justices have granted transfer in a case involving a sibling dispute over their late mother’s trust.
Two grandparents, including an Indiana woman, have been indicted for allegedly stealing insurance funds from trust accounts they created for the benefit of their 8-year-old granddaughter after their son’s death.
The case involved the amount of damages Sydney Renner was entitled to after a 2016 accident that left her with a concussion.
An order for a brother to pay nearly $245,000, including more than $100,000 in attorney fees, in a dispute with his siblings over a breach of their mother’s revocable trust was affirmed Friday by the Indiana Court of Appeals.
An Indianapolis attorney and real estate broker whose overdrafts of his attorney trust accounts triggered a disciplinary commission investigation received a suspended suspension Thursday subject to at least one year of probation with accountant monitoring.
The wife and personal representative of a man who died in 2018 must provide more than $351,000 she cashed from an account that a trial court ruled belonged to the deceased’s daughter, the Indiana Court of Appeals affirmed Monday.