Experienced Advocacy And Legal Counsel

William J. Jr. Dale

William J. Dale Jr

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Practice Areas:

  • Business Organizations
  • Estate Planning
  • Probate & Estate Administration
  • Taxation Law
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Biography

Mr. Dale is a certified Indiana Trust and Estate Lawyer from the Trust and Estate Specialty Board. He is an attorney, a principal member of the Indianapolis law firm of Dale & Eke, Professional Corporation, and Certified Public Accountant (Inactive). He received his law degree from Indiana University, Indianapolis Law School. He has lectured in numerous educational programs on taxation, including programs sponsored by Purdue University, the Indiana Bar Association, the Indiana CPA Society and the then American College of Charter Life Underwriters. He is the Indiana practice consultant for Matthew Bender's Midwest Transaction Guide, a member of the Board of Reviewers and a contributing author to Matthew Bender's Indiana Estate Planning and Probate Practice, and has contributed articles to various other tax and professional publications.

Mr. Dale is a member of the American, Indiana and Indianapolis Bar Associations (Chairman of Income Tax Section of Indianapolis Bar Association 1991), the Indiana CPA Society and the Estate Planning Council of Indianapolis (President 2008). In 1985, he was elected a fellow of the American College of Trust and Estate Counsel. In 1997, he was elected to the American College of Tax Counsel. He is a Distinguished Fellow of the Indianapolis Bar Foundation and a Fellow of the Indiana Bar Foundation. He is an Adjunct Professor of Law at the Indiana University School of Law -- Indianapolis, where he teaches a seminar in Business and Estate Planning. He has been listed in Indiana Super Lawyers annually since 2004.

Education

  • Indiana University Robert H. McKinney School of Law, Indianapolis, Indiana
    • J.D. - 1971
  • Oklahoma University
    • B.B.A. - 1964

Bar Admission

  • Indiana, 1971
  • U.S. District Court Southern District of Indiana
  • U.S. Tax Court

Honors

  • Elected a Fellow of the American College of Trust and Estate Counsel
  • Elected to the American College of Tax Counsel

Classes & Seminars

  • Lecturer, Educational Programs on Taxation, Purdue University
  • Lecturer, Educational Programs on Taxation, Indiana Bar Association
  • Lecturer, Educational Programs on Taxation, Indiana CPA Society
  • Lecturer, Educational Programs on Taxation, American College of Charter Life Underwriters
  • Adjunct Professor, Business and Estate Planning, Indiana University School of Law -- Indianapolis

Past Positions

  • Arthur Andersen & Co., Tax Manager

Professional Associations

  • American Bar Association, Member
  • Indiana Bar Association, Member
  • Indianapolis Bar Association, Income Tax Section, Member, 1991 to 1991
  • Indiana CPA Society, Member
  • Estate Planning Council of Indianapolis, Member

Certified Legal Specialties

  • Certified Public Accountant
  • Certified Estate Planning and Administration Specialist

Current Employment Position

  • Partner