A celebration of life service for Lawrence Jegen III, professor at the Indiana University Robert H. McKinney School of Law, will begin at 3 p.m. June 3 in the north atrium of the Indiana Statehouse. Jegen died May 17 at 83 years old.
The only surviving son of a Huntington County woman is not entitled to his mother’s house because she did not properly amend her trust to gift it to him, the Indiana Court of Appeals ruled Thursday.
Passage of federal tax reform spelled numerous changes for wealthy Americans, and taxpayers and their lawyers have been forced to learn new nuances to estate planning and wealth management procedures as they try to determine how the new legislation will impact them.
A recent one-day clinic allowed volunteer attorneys, paralegals and administrative staff to prepare 130 legal documents for first responders.
An Indiana trial court erred when it ordered two divorced parents to become co-owners of the ex-husband’s 529 savings account in post-dissolution proceedings, finding the account was the man’s property, so the trial court lacked authority to make his ex-wife a co-owner.
A divided 7th Circuit Court of Appeals has affirmed 20 fraud-related convictions against a man accused of running a fraudulent investment scheme that resulted in a nearly $300,000 in restitution, finding that though the district court did err during trial, those errors did not warrant a new trial.
Experts are divided over the scope and harm caused by an “unscrupulous” trader’s millisecond manipulations of the commodities market.
The Indiana University Robert H. McKinney School of Law will begin offering free estate planning document preparation services this year to IU employees, students and parents who meet certain economic requirements.
A commodities trader who was the first person to be convicted of a kind of illegal trading dubbed spoofing failed to convince the 7th Circuit Court of Appeals that the anti-spoofing statute in the Dodd-Frank Act is unconstitutionally vague.
As self-directed Individual Retirement Accounts become more popular, their owners and beneficiaries need to be aware of the rules regarding prohibited transactions to avoid pitfalls.
The Trump administration laid out its highly anticipated plan for overhauling bank rules, calling on the government to ease, though not eliminate, many of the strictures that were imposed on Wall Street after the financial crisis.
Amid all of the anticipation and excitement surrounding new unions and new babies, estate planning often falls by the wayside. Nevertheless, newlyweds and new parents are wise to make their estate planning goals a priority.
Most clients, and indeed more than a few attorneys, believe that once step one is completed, so is the client’s estate planning. The file is closed and, maybe a reminder to check back with the client in a few years for any updates. Maybe there is correspondence discussing “step two,” but in too many cases nothing is done. Step two, however, is by far the most important part of the estate planning process.
House Republicans took a major step toward their long-promised goal of unwinding the stricter financial rules created after the 2008 crisis, pushing forward sweeping legislation that would undo much of President Barack Obama's landmark banking law.
At least 16 law firms, most of them based in New York City, have issued press releases in recent days saying they have filed lawsuits against an Indianapolis-based trucking company or are investigating doing so.
A Celadon Group Inc. investor has filed a lawsuit alleging that the Indianapolis-based trucking company is misleading shareholders about its financial status and covering up a U.S. Securities and Exchange Commission investigation into the company.
An Indianapolis judge has ruled in favor of three former Irwin Union Bank & Trust Co. executives, closing the book on a civil suit that the bank’s bankruptcy trustee originally filed in 2011.
A trio of cases pending before the Supreme Court of the United States, which could require more than $1 billion in new funding for certain employee pension plans, revolves around a central question: What is a church?
The Indiana Court of Appeals has ordered an Allen County man to transfer total ownership of three investment accounts to his ex-wife after finding that an original court order from 2011 required him to do so.
As 529 plans hit 20-year milestone in Indiana, new state and federal contribution incentives have been proposed.