The Indianapolis law firm of Dale & Eke was founded in 1978 and has earned a reputation for providing experienced advocacy and legal counsel across a broad range of areas of legal practice.
As a smaller, more intimate practice, our lawyers can tailor their representation specifically to achieving your goals. We represent small and mid-sized businesses, family companies, farmers, real estate investors, officers, executives and owners of businesses, and everyday people who recognize the value of having an experienced legal team on their side. We offer guidance in planning for the future and dedicated representation in the resolution of disputes.
9100 Keystone Crossing, Ste. 400
Indianapolis IN 46240
The Importance of a Comprehensive Estate Plan
From young families just starting out to older individuals concerned about their legacy, everyone needs estate planning. Estate planning is not just about writing a will and other legal documents. It's about efficiently transferring assets or a business from generation to generation. Estate planning is also an effective tool for making sure your assets go to your heirs and beneficiaries, instead of the government.
At the Indiana law firm of Dale & Eke, our estate planning clients range from young to old. Clients come to us to ensure that a new child will be cared for in any eventuality and to create a detailed succession plan for a multimillion dollar family business.
At Dale & Eke, many of our estate planning clients come to us through referrals. Our team includes lawyers with backgrounds who can give highly sophisticated guidance in estate and inheritance tax minimization and gift tax matters. Our team includes three lawyers who are Certified Estate Planning and Administrative Specialists, certified by the Estate Planning and Administrative Specialists Certification Board of the Indiana State Bar Association.
Our attorneys can help you create a broad range of estate planning vehicles, including:
-Revocable or credit shelter trusts
-Durable powers of attorney
-Health care powers of attorney
-Advance medical directives (living wills)
-Guardianships and conservatorships
-Irrevocable life insurance trusts
-Qualified personal residence trusts
-Other advanced estate planning techniques for high net-worth individuals
As a multidisciplinary firm, we can also help you explore planning options outside the scope of a traditional will and estate practice. For example, we can help you protect the inheritance rights of children from a previous marriage through a prenuptial agreement under Indiana family law. Our lawyers can also assist in avoiding the probate process (the administration of estates). We invite you to contact our offices in Indianapolis today to discuss your estate planning needs.
Trusts are very useful tools in estate planning and when utilized properly can result in substantial savings in federal estate and Indiana inheritance tax. Further, the use of certain trusts can result in avoiding probate. Our attorneys have the knowledge and experience to advise you and to prepare the appropriate trust or trusts for you and your family, and also to counsel and assist you and/or the trustees in the administration of the trusts.
Mr. Dale is a Board Certified Indiana Trust and Estate Lawyer for the Trust and Estate Specialty Board. He is an attorney, a principal member of the Indianapolis law firm of Dale & Eke, Professional Corporation, and Certified Public Accountant (Inactive). He received his law degree from Indiana University, Indianapolis Law School . He has lectured in numerous educational programs on taxation, including programs sponsored by Purdue University, the Indiana Bar Association, the Indiana CPA Society and the then American College of Charter Life Underwriters. He is the Indiana practice consultant for Matthew Bender's Midwest Transaction Guide, a member of the Board of Reviewers and a contributing author to Matthew Bender's Indiana Estate Planning and Probate Practice, and has contributed articles to various other tax and professional publications. Mr. Dale is a member of the American, Indiana and Indianapolis Bar Associations (Chairman of Income Tax Section of Indianapolis Bar Association 1991), the Indiana CPA Society and the Estate Planning Council of Indianapolis (President 2008). In 1985, he was elected a fellow of the American College of Trust and Estate Counsel. In 1997, he was elected to theAmerican College of Tax Counsel. He is a Distinguished Fellow of the Indianapolis Bar Foundation and a Fellow of the Indiana Bar Foundation. He is an Adjunct Professor of Law at the Indiana University School of Law Indianapolis , where he teaches a seminar in Business and Estate Planning. He is listed in Indiana Super Lawyers.
Indiana University School of Law