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My law practice focuses broadly on trust and estate matters in both the planning and administration stages. My practice includes income tax, in addition to, transfer tax planning. I represent corporate and individual fiduciaries outside of court and also before the court for various matters including petitions for instruction, modifications, approval of accounts or termination and discharge. I also represent beneficiaries of trusts or estates to assert beneficial interests in property and damages for breaches of trust. I represent petitioners in guardianship proceedings to obtain court authority to help an incapacitated person. I am licensed to practice law in both Indiana and Ohio and before the United States Tax Court. I am board certified as an Indiana trust and estate lawyer by the Trust and Estate Specialty Board. I am AV rated by Martindale-Hubbell.
I have extensive accounting and tax background from my education and work experience more than a dozen years before I became a licensed attorney. A natural progression of my passion for problem solving continues today in helping individuals plan their estates, helping with administration issues and effectively avoiding (or efficiently resolving) disputes or disagreements along the way.
4
Practice Areas
33 years | 1,000 cases
33 years | 500 cases
33 years | 500 cases
33 years | 500 cases
We have not found any cost information for this lawyer
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Chat withState: Ohio
Acquired: 1991
No misconduct found
State: Indiana
Acquired: 1991
No misconduct found
505 East Washington Boulevard, Fort Wayne, IN, 46802
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2025
Super Lawyer, Super Lawyers
2024
Super Lawyer, Super Lawyers
2023
Super Lawyer, Super Lawyers
2022
Super Lawyer, Super Lawyers
2021
Super Lawyer, Super Lawyers
2020
Super Lawyer, Super Lawyers
2019
Super Lawyer, Super Lawyers
2018
Super Lawyer, Super Lawyers
2017
Super Lawyer, Super Lawyers
2016
Super Lawyer, Super Lawyers
2014
AV Rated, Martindale-Hubbell
2014
Top Lawyer, Fort Wayne Monthly
2013
Top Lawyer, Fort Wayne Monthly
2009
Trust and Estate Lawyer, Indiana State Bar Association Estate Planning And Administration Specialty Certification Board
1995
BV Rated, Martindale-Hubbell
1991 - 2001
Of Counsel, Barnes & Thornburg
2014 - Present
Fort Wayne Rescue MissionTrustee
2014 - Present
Indiana State Bar AssociationProbate Trust and Real Property Section Rep
2001 - Present
Indiana State Bar AssociationProbate Review Committee
1991 - Present
Indiana State Bar AssociationMember
2012 - 2013
Indiana Trust and Estate Specialty BoardBoard Member
2011 - 2013
Indiana Trust and Estate Specialty BoardChair of Recertification Committee
2006 - 2007
Allen County Bar AssociationPast President
2005 - 2006
Allen County Bar AssociationPast Vice President
2001 - 2008
Allen County Bar AssociationBoard of Directors
1991
JD - Juris Doctor
1979
BA - Bachelor of Arts
2014
Representing Client's with Diminished Capacity
2011
Trust and Probate
2009
Highlights from the 35th Notre Dame Tax & Estate Program
2008
Planning with Section 529 Plans
2007
Planning with Section 529 Plans
2006
Trust and Probate
2003
Planning Simple Estates
2002
Indiana Trustee's Fiduciary Investment Responsibilities
2001
Revocable Trusts - Current Law and Proposed Uniform Trust Code
2001
English
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