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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 is a member of the Estate Planning Department and Business Services Department. A board certified trust and estate lawyer, he concentrates his practice on estate and wealth transfer planning, probate/trust and guardianship administration, federal and state transfer tax advice, advice to nonprofit charities, probate/trust litigation, and counsel to individual and corporate fiduciaries.

Estate and wealth transfer planning. Creates traditional "basic" estate plans with disability planning (financial powers of attorney and healthcare/end of life planning); complex estate plans involving generation-skipping tax planning, third-party special needs trusts and charitable planning; Irrevocable Trusts (typically for life insurance, but other times for grantor trust status (IDGT) or possibly gifts/sales to IDGT's); GRAT's (and ongoing administration/strategies); QPRT's; CLT's/CRT's; FLP's; private annuities; split dollar arrangements; and net gift agreements.

Probate/trust and guardianship administration. Been involved with supervised estates; unsupervised estates; ancillary administration matters for both residents and non-residents; guardianships (minor and adult incapacity); construction actions (probate and trust matters); trust modifications; decanting trusts; and change of situs matters.

Federal and state transfer tax advice. Been involved in many audits of Federal Estate Tax Returns and several Gift Tax Returns, as well as Indiana Inheritance Tax Matters (prior to its repeal in 2013). Also handles the preparation of Federal Estate Tax Returns, Gift Tax Returns, and Fiduciary Income Tax Returns.

Advice to nonprofit organizations. Assists clients with the creation of nonprofit entities, applications to the IRS for Tax-Exempt Status and resolution of tax-exempt status during reviews. Also assists private foundations on excess benefit transactions and appropriate record-keeping, compensation documentation and investment matters to avoid excise taxes.

Probate/trust litigation. Assists with Will Contests, Trust contests, Will and Trust disputes among fiduciaries and beneficiaries, as well as resolution of accounting, distribution and investment disputes. Has represented both fiduciaries and beneficiaries in such matters.

Counsel to fiduciaries. Assists fiduciaries (primarily corporate fiduciaries but also individual fiduciaries) with compliance with Indiana law, conversion/reconversion of unitrusts, modification to diversify strictly worded trusts, risk minimization, and resolution of disputes/complaints prior to litigation.

Greg is able to offer the most value to his clients during some of the most difficult times of their lives. He is often involved in the complicated and detail-oriented portions of his 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®, achieving top ranks in the Chambers High Net Worth Guide, being included in the Indiana Super Lawyers® list, and attaining an AV® Preeminent™ rating on Martindale-Hubbell.

Career Highlights

Awards

  • Named as a “Top Ranked” Attorney by Chambers High Net Worth Guide, 2017 - 2019
  • Selected for inclusion in The Best Lawyers in America®, 2016 - 2020, in the fields of Trust and Estates; Litigation - Trusts and Estates
  • Martindale-Hubbell AV® Preeminent™ Rating
  • Selected for inclusion in Indiana Super Lawyers® in the field of Estate Planning & Probate, 2015 - 2019
  • 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, Member
  • Indiana State Bar Association, Member

Community Involvement

Professional Leadership

  • Indianapolis Bar Association, Estate Planning & Administration Section Executive Committee, Member, 2013 - 2016
  • Trust & Estate Specialty Board, Certification and Recertification Committees, Member, 2011 - 2016
  • Indianapolis Bar Association, Tax Section Executive Committee, Member, 2005 - 2013; Chair, 2010

Civic and Charitable Involvement

  • Central Indiana Community Foundation Professional Advisor Leadership Council, Member, 2017 - Present
  • Biddle Memorial Foundation, Inc., Board Member, 2014 - Present
  • Indiana University Medical School, Planned Giving Committee, Member, 2013 - Present
  • Prevail Foundation, Inc., Board Member, 2010 - 2016
  • Prevail, Inc., Past President & Board Member, 2007 - 2014
  • Northview Church, Member, 2001 - Present
  • Volunteer Income Tax Assistance (VITA), Site Coordinator and Volunteer, 1998 - Present

Media

Presentations

  • "Estate Planning with Assets in Multiple Jurisdictions," ICLEF CLE, Indianapolis, Indiana, 5.7.2019
  • "Estate Planning: Before, During, After Divorce," Family Law Intersects: HIPAA, Ethics, Estate Planning Indiana Lawyer CLE, Indianapolis, Indiana, 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, Indiana, 9.13.2013
  • "Estate Planning," The Rural Broadband Association, 7.30.2013

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 & Estate Lawyer, certified by the Indiana Trust & Estate Specialty Board, 2008
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