Latest Posts › Estate Planning

Share:

Indiana Court of Appeals: Dead Man’s Statute Alive and Well in Trust Dispute

Recently, the Indiana Court of Appeals decided the case of Bergal v. Bergal. The case involved a man, Milton Bergal, who had four adult children from a previous marriage. Milton married Linda in 2009, and that same year he...more

Where’s the Will? Indiana Court of Appeals Reverses Trial Court’s Presumption of Revocation for Lost Will

Background - Recently, the Indiana Court of Appeals decided the case of Trowbridge v. Estate of Trowbridge. The case involved a man, Everett, who, despite their divorce, remained on good terms with his ex-wife, Christal....more

Court of Appeals Affirms That Will Was Product of Undue Influence

Earlier this week, the Indiana Court of Appeals affirmed judgment in favor of daughters who contested their father’s last will and testament on the basis that he lacked testamentary capacity and was unduly influenced by his...more

6/18/2020  /  Estate Planning , Probate , Wills

Indiana Court of Appeals Rejects Disinherited Spouse’s Attempt to Reach Trust Assets

The Indiana Court of Appeals recently decided the case of In re Matter of the Revocable Trust Agreement Created by the Settlor, Anil Kumar Sarkar. The case involved a husband, Anil, and wife, Dipa, both medical doctors and...more

4/16/2020  /  Estate Planning , Estate Tax , Trusts

Recent Indiana Court of Appeals Decision Illustrates Importance of Clear Estate Planning Documents

Background - Recently, the Indiana Court of Appeals decided the case of Murphy, et al. v. Trustee of Star Financial Bank, et al. The case involved a woman named Janice who had executed a revocable living trust in 1990. ...more

From Frivolous to Victorious: Indiana Court of Appeals Vacates Attorneys’ Fee Award and Orders Hearing on Guardianship Accounting

After a trial court approved a guardian’s intermittent accounting without notice or a hearing, the Indiana Court of Appeals reversed, ordered a new hearing and vacated an attorneys’ fee award....more

Indiana Court of Appeals Opinion Upholds the Importance of Accountings in Trust Administration

Earlier this month, the Indiana Court of Appeals decided In Re: The Scott David Hurwich 1986 Irrevocable Trust. The case – which involved three siblings, Scott, Jeff and Stacey – arose after Scott and Jeff began to question...more

Indiana Court of Appeals Opinion Reminds Trustees to Be Transparent and Careful in Accountings

When more than $250,000 was missing from a final trust and estate accounting, a beneficiary objected. But the trial court approved the accounting and closed the estate. A unanimous panel of the Indiana Court of Appeals...more

Indiana Supreme Court Waves Red Flag on Race to Become Estate Special Administrator

After a tragic car accident killed young parents, a race to the courthouse ensued. Various family members petitioned different courts for appointment as special administrator to pursue a wrongful death claim, and each was...more

No More Compromise: Indiana Supreme Court Closes Door to Pre-Mortem Settlement Agreements, Leaves Open Window

On June 19, the Indiana Supreme Court decided In the Matter of the Supervised Estate of Kent v. Kerr, rejecting a pre-mortem settlement agreement the Court of Appeals had unanimously validated last year. Aging Hoosiers often...more

10 Results
 / 
View per page
Page: of 1

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide