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Alexus D. Lucas
Associate
Office: Indianapolis
alucas@kdlegal.com
p: 317-238-6381
f: 317-636-1507
Alexus Lucas is a member of the firm's Financial Institutions Practice. Ms. Lucas primarily assists clients with regulatory compliance issues, mergers and acquisitions transactions, securities matters, and other general corporate matters.
Before joining the firm as an Associate, Ms. Lucas served as a Summer Associate with the firm, and also as a family case manager for the Indiana Department of Child Services. As a family case manager, Ms. Lucas worked with families to develop a case plan tailored to their needs and advocated on the behalf of children in Marion Superior Court’s Family Division. Prior to entering the legal field, Ms. Lucas worked in the insurance industry as a licensed property and casualty producer. As such, she advised individuals and businesses on appropriate insurance coverage and underwriting eligibility.
Representative Experience
- Assisted multinational financial institution with regulatory compliance review of financing proposal
- Assisted state-charted credit union with procedures for escheatment of funds
- Drafted and reviewed vendor nondisclosure agreements on behalf of state-chartered credit unions
- Drafted documentation for financial institutions and corporate clients regarding operations, governance, and the sale/purchase of corporate assets
- Assisted clients with business succession plans, which involved amending corporate governing documents and creating buy-sell agreements, creating share/unit voting and non-voting splits, using a gift and sale transaction to various family members and irrevocable trusts
- Advised and assisted companies regarding successor liability after the acquisition of a business
- Advised private foundations on use restrictions and tax implications of large donations
- Assisted companies with Secretary of State and Department of Insurance filings with respect to company formation and regulatory compliance
- Drafted mortgage and purchase agreement for private real estate transaction
- Assisted companies with SEC filings
Education
-
J.D., Indiana University Maurer School of Law, Bloomington, Indiana, 2022
- Submissions Editor, Indiana Journal of Global Legal Studies
- Fellow, Indiana Conference for Legal Education Opportunity
-
B.S. in Public Affairs, High Distinction, Indiana University-Purdue University Indianapolis, Indiana, 2017
- Dean's List
- Honors College Chancellor's Scholar
Bar & Court Admissions
- Indiana (2022)
- U.S. District Court for the Northern District of Indiana (2022)
- U.S. District Court for the Southern District of Indiana (2022)
Practices
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Alexus Lucas is a member of the firm's Financial Institutions Practice. Ms. Lucas primarily assists clients with regulatory compliance issues, mergers and acquisitions transactions, securities matters, and other general corporate matters.
Before joining the firm as an Associate, Ms. Lucas served as a Summer Associate with the firm, and also as a family case manager for the Indiana Department of Child Services. As a family case manager, Ms. Lucas worked with families to develop a case plan tailored to their needs and advocated on the behalf of children in Marion Superior Court’s Family Division. Prior to entering the legal field, Ms. Lucas worked in the insurance industry as a licensed property and casualty producer. As such, she advised individuals and businesses on appropriate insurance coverage and underwriting eligibility.
Representative Experience
- Assisted multinational financial institution with regulatory compliance review of financing proposal
- Assisted state-charted credit union with procedures for escheatment of funds
- Drafted and reviewed vendor nondisclosure agreements on behalf of state-chartered credit unions
- Drafted documentation for financial institutions and corporate clients regarding operations, governance, and the sale/purchase of corporate assets
- Assisted clients with business succession plans, which involved amending corporate governing documents and creating buy-sell agreements, creating share/unit voting and non-voting splits, using a gift and sale transaction to various family members and irrevocable trusts
- Advised and assisted companies regarding successor liability after the acquisition of a business
- Advised private foundations on use restrictions and tax implications of large donations
- Assisted companies with Secretary of State and Department of Insurance filings with respect to company formation and regulatory compliance
- Drafted mortgage and purchase agreement for private real estate transaction
- Assisted companies with SEC filings
Education
-
J.D., Indiana University Maurer School of Law, Bloomington, Indiana, 2022
- Submissions Editor, Indiana Journal of Global Legal Studies
- Fellow, Indiana Conference for Legal Education Opportunity
-
B.S. in Public Affairs, High Distinction, Indiana University-Purdue University Indianapolis, Indiana, 2017
- Dean's List
- Honors College Chancellor's Scholar
Bar & Court Admissions
- Indiana (2022)
- U.S. District Court for the Northern District of Indiana (2022)
- U.S. District Court for the Southern District of Indiana (2022)
Practices
Industries
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December 20, 2023
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December 7, 2023
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June 17, 2020
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September 22, 2019
Thought Leadership
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Agencies Adopt Final Rule Excluding Community Banks from Volcker Rule
July 11, 2019
Thought Leadership
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Is Your Organization in Compliance With IRS Rules on Employer Identification Numbers?
April 29, 2019
Firm News and Events
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Maria M. Vladimirova Joins Krieg DeVault's Financial Institutions Practice Group
March 7, 2019
Thought Leadership
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Indiana Court Upholds Department of Financial Institutions Ruling on Auto Dealer Electronic Titling Fees
November 1, 2018
Thought Leadership
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Indiana DFI Issues Advisory Letter Reinforcing Position on Dealer Convenience Fees
June 7, 2018
Thought Leadership
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President Trump Signs Dodd-Frank Reform Into Law Providing Regulatory Relief to Community Banks
May 29, 2018
Thought Leadership
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Court Determines Debtor's Correct Name on Driver's License for UCC-1 Financing Statement
March 5, 2018
Thought Leadership
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Is Your Website Compliant with the Americans With Disabilities Act?
February 21, 2018
Firm News and Events
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Brett J. Ashton to Speak at the 1st American Financial Services Association Law & Compliance Symposium
January 16, 2018