Estate Planning and Administration

You have worked hard to accumulate and grow your assets so that you may live your life comfortably, and one day benefit your heirs.  This can only happen if the conditions and means for transfer have been discussed and carefully planned.

The attorneys of Dale & Eke work with clients to create and administer estate plans that benefit their heirs, provide tax planning opportunities, and minimize taxes.  From drafting estate planning documents (wills, trusts, powers of attorney and advance directives) to estate and trust administration and probate and will contests, the attorneys at Dale & Eke provide assistance and knowledge to all areas of the estate planning and administration process.

With three attorneys designated as board certified Indiana trust and estate lawyers by the Trust and Estate Specialty Board, and two certified public accountants, the attorneys at Dale & Eke have the knowledge and experience to guide you through the estate planning and administration process.

Estate Planning

Tax and estate planning is essential for individuals who are still accumulating wealth, building their retirement savings and providing for their children and grandchildren.  The attorneys at Dale & Eke provide individual attention and special care to clients in tax planning for their current interests and objectives, while helping clients plan for and create long-term strategies for wealth accumulation for their generation and beyond.

The attorneys at Dale & Eke are experienced and knowledgeable in creating and implementing various tax and estate planning strategies, such as:

Pre and Post Marital Agreements

Wills and Trusts

General Powers of Attorney, Health Care Powers of Attorney, and Living Wills

Generation-Skipping or Dynasty Trusts

Insurance Trusts

Limited Liability Companies or Family Limited Partnerships

Business Succession Planning

Grantor Retained Annuity Trusts

Shareholder Agreements and Buy-Sell Agreements

Charitable Trusts

Intentionally Defective Grantor Trusts

Let the attorneys at Dale & Eke guide you through the tax and estate planning process to create and implement a plan that is best suited for your needs.

Estate Administration

The administration of an estate or trust can often be overwhelming and intimidating.  Decisions on the handling and distribution of assets, gift and estate tax consequences, the rights and obligations of personal representatives/executors/trustees, and disputes among heirs/beneficiaries are just a few of the issues that may arise in the administration process.

The attorneys at Dale & Eke are experienced in and deal with all types of estates and estate situations.  We will guide you through the administration process and assist in resolving any disputes regarding wills, trusts or estates, including litigation where required.

Let the attorneys at Dale & Eke use their knowledge and experience to assist you in proceeding through the administration process, and prevent any confusion or resolve any complexities or issues which may arise during the process.

For more information about understanding Estate Planning and Administration please contact:

Phone: 317-844-7400
Email Bill

Phone: 317-844-7400
Email Joe

Email Geff