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Biography

Jeff concentrates his practice in estate planning, taxation and general business law. He prepares wills and trusts, supervises the administration of estates and trusts, represents various parties in guardianships and contested will or trust litigation, and provides gift tax and estate planning advice to professionals and business owners in the larger context of business succession. Jeff regularly lectures to attorneys and other estate planning professionals on a variety of estate planning and tax topics. He has frequently testified before committees of the Indiana General Assembly in favor of or against various bills to amend Indiana’s trust, estate and guardianship laws, including the 2012-13 repeal of the Indiana inheritance tax. He is a Fellow of the American College of Trust and Estate Counsel and has been certified as an Indiana Trust and Estate Lawyer by the Indiana Trust and Estate Specialty Board (TESB).

 

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Other Info About Jeff

Experience

Legal Work Highlights

Served as the chairperson of the Indiana State Bar Association’s Electronic Documents Task Force (2017-2018) and as the principal drafter of Indiana’s electronic wills, trusts and POAs legislation (2018 House Enrolled Act 1303, P.L. 40-2018).

Appellate court victory on visitation issues in contested adult guardianship case.

Expert witness work in numerous trust and estate litigation matters.

Numerous trust modification and reformation proceedings in probate courts.

One U.S. Tax Court trial and two successful pre-trial settlements.

Certified as a specialist in Indiana in estate planning and administration since 2007.

Representation of businesses in administrative appeals and in the Indiana Tax Court regarding Indiana income tax and sales and use tax disputes.

Advice to and representation of new and existing nonprofit charitable entities with respect to initial formation, qualification for 501(c)(3) status, reorganization, and internal governance.

Education

Bar Membership

Jeff is licensed to practice in the following state:

Indiana

 

Recognition

Local & National Recognition

Indiana Lawyer, Leadership in Law Awards, Distinguished Barrister, 2017

Patricia Paxton Wagner Award for Excellence in Estate Planning and Administration, from the Indianapolis Bar Association’s Estate Planning & Administration Section, 2011

Selected for inclusion in Indiana Super Lawyers®, 2007–2018

Named in “Indiana Top 50” in Indiana Super Lawyers® magazine, February 2014, February 2015, February 2018

The Best Lawyers in America© for Trusts and Estates Law, 2011–2019; Trusts & Estates Litigation, 2013–2018; Litigation & Controversy – Tax, 2013–2018

The Best Lawyers in America© Indianapolis Litigation and Controversy Lawyer of the Year, 2017

The Best Lawyers in America© Indianapolis Trusts and Estates Lawyer of the Year, 2012, 2018-2019

American College of Trust and Estate Counsel, Fellow, 2006; Indiana State Chair for ACTEC beginning in 2016

Indiana State Bar Association, Presidential Citations, 2002 and 2015

Professional Affiliations

Professional Affiliations & Memberships

Estate Planning Council of Indianapolis, Board Member, 2005-2013; Vice President, 2010-2011; President, 2011-2012

Indianapolis Bar Association, Estate Planning and Administration Section, Executive Committee, 2004-2012

Indiana State Bar Association; Taxation Section, Past Chair; Investment Committee, 2008-present; District 11 Representative to the Board of Governors, 2011-2012; Probate Review Committee

Indiana Trust and Estate Specialty Board (TESB), 2006-2015; co-chairperson in 2012-2014