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  • Posts by Kate Beatty

    Kate focuses her practice in estate planning, probate administration and fiduciary litigation in the firm’s Estate Planning Department. Kate also specializes in environmental compliance, permitting and enforcement issues ...

Posted in Estate Planning

In a recent decision, the Indiana Court of Appeals ruled that the grantor of a revocable trust failed to fund the trust with his farm, despite his apparent intention to have the farm be managed and operated by the trustee after the grantor’s death.  Homan v. Estate of Homan, 121 N.E.3d 1104 (Ind. Ct. App. 2019).

When an individual purchases cryptocurrency there is often no paper trail and no physical assets for an executor or trustee to discover. Indeed, the anonymous nature of purchasing, selling, and owning cryptocurrency is one of its greatest selling points. However, the same anonymity that has driven individuals to own cryptocurrency also presents challenges for handling cryptocurrency upon the owner’s death. Today, people are including their digital assets such as social media accounts, patents, and digital files in their estate plans. But some may be overlooking an important digital asset – cryptocurrency. If you invest in a cryptocurrency, you need to include it in your estate plan. If you don’t, your money could be lost forever.

Posted in Estate Planning

In the Matter of Frei Irrevocable Trust dated October 29, 1996, 390 P.3d 646, is a 2017 decision by the Supreme Court of Nevada holding that a beneficiary’s interest in a trust is subject to the claims of his creditors, notwithstanding a trust spendthrift clause, where the beneficiary had a full right of withdrawal with respect to his trust interest. 

Posted in Estate Planning

According to a recent report, baby boomer parents in North America will transfer some $30 trillion to the next generation over the next 30 to 40 years. A significant portion of this wealth is held as non-probate assets and as such not transferred under a traditional estate plan (e.g., Last Will and Testament). In anticipation of this great asset transfer, educate yourself on the common pitfalls and best practices of beneficiary designations on your non-probate assets.

Posted in Estate Planning

Earlier this year, the IRS issued Notice 2017-15 giving same-sex married couples some retroactive relief from the application of the gift, estate and generation-skipping taxes to transfers between the spouses. 

On Oct. 23, 2014, the U.S. Court of Appeals for the D.C. Circuit granted U.S. EPA’s June request to lift the stay on the Cross-State Air Pollution Rule (CSAPR or Transport Rule).

Under the Transport Rule, upwind states, including Indiana, Kentucky and Ohio, are required to significantly reduce power plant emissions that contribute to ozone and/or fine particle pollution in downwind ...

The United States Supreme Court will hear oral arguments on Dec. 10, 2013, concerning the lawsuit that vacated the EPA’s Cross-State Air Pollution Rule (CSAPR or Transport Rule). In August 2012, the United States Court of Appeals for the District of Columbia Circuit vacated CSAPR and remanded the rule to the EPA in EME Homer City Generation L.P. v Environmental Protection Agency, et ...

Posted in General

On Thursday, June 27, the Bingham Greenebaum Doll LLP Women’s Forum hosted an encore Wine and Canvas event for women who work as in-house counsel at local businesses. After their first Wine and Canvas event was successfully held in December, the Women’s Forum decided to host this event again. The event provided an opportunity to have fun and connect women working as in-house counsel ...

Posted in General

On Monday, April 8, the Bingham Greenebaum Doll LLP Women’s Forum prepared an apartment at Coburn Place Safe Haven for a family in need. Coburn Place, located in Indianapolis, provides women who have suffered from domestic violence and their children a chance at a fresh start by providing safe, affordable housing for up to two years. The members of the BGD Women’s Forum were honored and excited to make the apartment a home for this family, which includes a teenage girl and a young boy.



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