Krieg DeVault estate planning and administration lawyers have earned the confidence of individuals, families, entrepreneurs, business owners, trustees, and professional advisors. Our lawyers are well-versed in assisting families with their estate planning needs from individuals just starting their professional careers to those that have retired or have accumulated significant wealth during their careers or from a significant liquidation event, triggering the need to consider Federal gift and estate taxes. Our sophisticated estate and tax planning strategies help clients provide for their own, current needs as well as the future needs of beneficiaries, by planning techniques designed to minimize transfer taxes, preserve assets, continue or plan for the eventual sale or transition of closely held businesses, and fulfill charitable goals. We customize wills, trust agreements, and succession plans to each client’s specific needs and family circumstances. Our ability to handle complex estate planning, business succession planning, administration, and litigation issues reflects the credentials of an experienced team, with attorneys licensed in Indiana, Florida, Illinois, and Michigan, including multiple Board Certified Estate Planning and Administration Specialists, certified by the Trust and Estate Specialty Board with the State of Indiana, nationally recognized certification through the American College of Trust and Estate Counsel (ACTEC) and CPA certification. Whether an estate plan involves a simple will or a series of complex trusts, our lawyers work to handle all the details while carrying out client wishes with minimum cost and maximum efficiency.
- Last Wills and Testaments
- Revocable Trusts
- Gift, Estate and Generation Skipping Transfer Tax Planning (including complex trust planning)
- Lifetime gift programs
- Qualified Personal Residence Trusts (QPRTs)
- Grantor Retained Annuity Trusts (GRATs)
- Marital Trusts and Marital Deduction Planning
- Credit Shelter Trusts
- Planning with Life Insurance
- Irrevocable Life Insurance Trusts (ILITs)
- Life insurance policy sales
- General Durable Powers of Attorney and Advanced Directives for Healthcare Decisions
- Spousal Lifetime Access Trusts (SLATs)
- Intentionally Defective Grantor Trusts (IDGTs)
- Irrevocable Gift Trusts
- Will & Trust Contests
- Creditors’ claims
- Trust disputes
- Beneficiary and trust litigation
- Undue influence
- Mental unsoundness
- Breach of fiduciary duty
- Abuses in the use of Powers of attorney
- Fraud
- Fiduciary Litigation
- Will Contest
- Probate, Trust and Fiduciary Appellate Law
- Tax Litigation (Federal Gift, Estate, and Generation Skipping Tax as well as Indiana Inheritance Tax)
- Claim Disputes
- Accounting Disputes
- Life insurance policy sales
- Planning with Life Insurance
- Business Reorganization
- Transition planning including Complex Trusts
- Split-Dollar Life Insurance
- Life Insurance Trusts and Partnerships
- Buy-Sell Agreements/Cross-Purchase Agreements
- Estate administration
- Probate administration
- Estate tax return preparation
- Inheritance tax return preparation
- Trust administration
- Fiduciary income tax
- Creditor protection issues
- Marital deduction elections and qualified terminable interest property
- Closely held business exceptions
- Special use valuation for farmland
- Installment payment opportunities for the tax on closely-held business interests
- Corporate Stock Redemption for Payment of estate taxes and expenses
- Guardianships
- Prenuptial Agreements
- Mental Commitments
- Charitable Gift Planning
- Charitable Lead Trusts
- Charitable Remainder Trusts
- Charitable Annuities
- Nonprofit Incorporation
- Application for Exemption
- Public Charity Compliance
- Private Foundation Compliance
- Private Foundation Administration
- Evaluation and Due Diligence for Private Foundations
- Charitable Gift Planning and Administration
Business
June 25, 2024
Supreme Court Opinion in Favor of IRS Requires Review of Shareholder Buy-Sell Agreements
Firm News and Events
February 28, 2024
Krieg DeVault Announces 8 Attorneys as 2024 Indiana Super Lawyers; 9 as 2024 Indiana Rising Stars
Estate Planning & Personal Services
February 27, 2024
Putting the PURPOSE in a Trust: Using a Purpose Trust in a Business Succession Plan
Estate Planning & Personal Services
January 2, 2024
Higher Estate and Gift Tax Exemptions for 2024...But How Long Will This Last?
Estate Planning & Personal Services
December 13, 2023
Avoid Leaving an Inheritance to Someone You've Never Met
Secured Lender
November 2, 2023
President Biden Issues Executive Order on Artificial Intelligence
Business
August 31, 2023
Is Your Business Ready? Preparing for and Complying with the Corporate Transparency Act
Estate Planning & Personal Services
June 8, 2023
Chasing the “Worm” – Act Now to Use the Federal Gift/Estate Tax Exemption
Estate Planning & Personal Services
March 6, 2023
What to do with the Cuckoo Clock? Disposing of Tangible Personal Property in an Estate Plan
Firm News and Events
February 28, 2023
Krieg DeVault Announces 10 Attorneys as 2023 Indiana Super Lawyers; 9 as 2023 Indiana Rising Stars
Firm News and Events
January 1, 2023
Krieg DeVault Announces 2023 Partner Promotions of Sarah E. Jones, Micah J. Nichols, and Ann Marie Woolwine
Firm News and Events
November 28, 2022
Amy L. VonDielingen Joins Krieg DeVault’s Business and Estate Planning Practices
Firm News and Events
November 1, 2022
Krieg DeVault Adds Associates Andrew N. Warner, Katelyn E. Doering, Alexus D. Lucas, and Michael J. Moser
Estate Planning & Personal Services
October 4, 2022
Transferring Florida Real Estate - Tread with Caution
Firm News and Events
Estate Planning & Personal Services
May 4, 2022
Estate Planning for Young Professionals and Families (Podcast)
Firm News and Events
February 24, 2022
Krieg DeVault Announces 13 Attorneys as 2022 Indiana Super Lawyers; 6 as 2022 Indiana Rising Stars
Health Care
August 10, 2021
Indiana’s New Advanced Health Care Directive
Litigation
May 26, 2021
Want to Change a Joint Account? Put it in Writing!
Estate Planning & Personal Services
May 20, 2021
Estate and Gift Taxes: Do We Bet on Red or Black (Or Green)?
Estate Planning & Personal Services
November 16, 2020
IRS Announces Higher Estate and Gift Tax Rates for 2021...But....?
Estate Planning & Personal Services
April 20, 2020
Estate Planning During the Time of COVID-19
Thought Leadership
May 22, 2019
Indiana's New Legacy Trust: An Asset Protection Strategy for Hoosiers
Thought Leadership
May 13, 2019
Is Now the Time to Consider Establishing a Donor Advised Fund?
Thought Leadership
May 13, 2019
Is Now the Time to Consider Establishing a Donor Advised Fund?
Firm News and Events
December 27, 2018
Estate Planning Attorney Micah J. Nichols Joins Krieg DeVault's Business, Acquisitions and Securities Practice Group
Krieg DeVault estate planning and administration lawyers have earned the confidence of individuals, families, entrepreneurs, business owners, trustees, and professional advisors. Our lawyers are well-versed in assisting families with their estate planning needs from individuals just starting their professional careers to those that have retired or have accumulated significant wealth during their careers or from a significant liquidation event, triggering the need to consider Federal gift and estate taxes. Our sophisticated estate and tax planning strategies help clients provide for their own, current needs as well as the future needs of beneficiaries, by planning techniques designed to minimize transfer taxes, preserve assets, continue or plan for the eventual sale or transition of closely held businesses, and fulfill charitable goals. We customize wills, trust agreements, and succession plans to each client’s specific needs and family circumstances. Our ability to handle complex estate planning, business succession planning, administration, and litigation issues reflects the credentials of an experienced team, with attorneys licensed in Indiana, Florida, Illinois, and Michigan, including multiple Board Certified Estate Planning and Administration Specialists, certified by the Trust and Estate Specialty Board with the State of Indiana, nationally recognized certification through the American College of Trust and Estate Counsel (ACTEC) and CPA certification. Whether an estate plan involves a simple will or a series of complex trusts, our lawyers work to handle all the details while carrying out client wishes with minimum cost and maximum efficiency.
