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Overview

"He is nice and professional; people who work with him feel well served and have a good connection with him." - Chambers Referral Source

Greg works with estate and wealth transfer and matrimonial law in the firm's Estate Planning Department and is also part of the Corporate Services Department. Among the legal services he provides for his clients are estate and gift planning, probate administration, federal and state tax advice, nonprofit, corporate and partnership tax and organizational matters. Greg is an attorney that is able to offer the most value to his clients during some of the most difficult times of their lives.

Greg is often involved in the complicated and detail-oriented portions of this client’s estate plans. He is tasked with measuring sometimes conflicting goals with the immeasurable task of creating someone’s legacy, but it is this challenge that makes his work so rewarding.

With numerous publications, speaking engagements, and awards, it is clear to see that the community has also recognized the value of Greg’s work. His various accolades include being selected as part of The Best Lawyers in America ®, inclusion in the Indiana Super Lawyers® list, and a AV® Preeminent™ rating on Martindale-Hubbell.

Career Highlights

Awards

  • Named as a “Top Ranked” Attorney by Chambers High Net Worth Guide, 2017
  • Selected for inclusion in The Best Lawyers in America®, 2016-2018, in the fields of Trust and Estates; Litigation - Trusts and Estates
  • Selected for inclusion in Indiana Super Lawyers® in the field of Estate Planning & Probate, 2015-2017
  • Martindale-Hubbell AV® Preeminent™ Rating
  • Indy's Best and Brightest Awards Finalist, 2012
  • Selected for inclusion in the Indiana Super Lawyers® Rising Stars list, 2009, 2012-2013

Affiliations

Professional Affiliations

  • Indianapolis Bar Association
  • Indiana State Bar Association

Community Involvement

Professional Leadership

  • IBA Estate Planning & Administration Section Executive Council, 2013-2016
  • IBA Tax Section Executive Council, 2005-2012; Past Chair

Civic and Charitable Involvement

  • Central Indiana Community Foundation Professional Advisor Leadership Council, Member, 2017-present
  • Biddle Memorial Foundation, Inc., Board Member, 2014-present
  • Prevail Foundation, Inc., Board Member, 2010-2016
  • Prevail, Inc., Past President & Board Member, 2007-2014
  • Volunteer Income Tax Assistance (VITA), Coordinator, 1998-present
  • Northview Church, Member, 2001-present
  • Trust & Estate Specialty Board, Member of Certification and Recertification Committees, 2011-2016

Media

Events

Presentations

  • "Estate Planning: Before, During, After Divorce," Family Law Intersects: HIPAA, Ethics, Estate Planning Indiana Lawyer CLE, 12.7.2016
  • “The Three E’s for Family Law Attorneys—Employment Law, Estate Planning and Ethics”, Indiana Lawyer CLE, Indianapolis, Indiana, 12.8.2015
  • “Historical Perspective and Current Planning for the $5-10 Million Client”, Wabash Valley Community Foundation CLE, Terre Haute, Indiana, 10.30.2014
  • “Estate Planning: From the Basics to More Advanced Considerations”, MIBOR Realtor Foundation, Indianapolis, Indiana, 7.23.2014
  • “So…What is Estate Planning?”, Association of International Women, Indianapolis, Indiana, 4.14.2014
  • “Top 5 Costly Estate Planning Mistakes and How to Avoid Them”, MIBOR Realtor Foundation, Indianapolis, Indiana, 2.28.2014
  • "Business Succession Planning," Annual Indiana Plumbing-Heating-Cooling Contractors Association Conference, Indianapolis, Ind., 9.13.2013
  • "Estate Planning," The Rural Broadband Association, 7.30.2013
  • "Tax Planning for Trusts and Estates," 2011
  • "Through a Cloudy Crystal Ball: The Unpredictable Future (and Present) of the Federal Estate Tax," 2010
  • "The State of the Federal Gift, Estate and Generation Skipping Transfer Tax," 2010
  • "Gift & Inheritance Tax: Procedure and Strategy," 2010
  • "The State of the Federal Estate Tax," 2010
  • "Estate Planning in Indiana: ‘Change’ and Some Often Overlooked Estate Planning Considerations," 2009
  • "Role of Life Insurance in Estate Planning," 2008
  • "Federal Estate Tax," 2008
  • "Tax Implications of Divorce," 2004
  • "Innocent Spouse Rules and Tax Considerations in Family Law," 2002

Services

Industries

Purdue University, Accounting, B.S., 1996
Indiana University Robert H. McKinney School of Law, J.D., cum laude, 1999

  • Indiana, 1999

Board Certified Indiana Trust and Estate Lawyer by the Trust & Estate Specialty Board

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