Longsworth Law LLC

Longsworth Law LLC

Estate Planning, Estate Administration, and Business Law

Firm Overview

Turning complex legal issues into innovative legal solutions

Jeanne Longsworth opened Longsworth Law LLC in 2007. Prior to opening her own firm, Jeanne was a partner and practiced for more than 20 years at one of Indiana's largest law firms.

A substantial part of the legal practice of Longsworth Law LLC includes

-Preparing wills and trusts
-Minimizing Indiana inheritance tax and federal transfer taxes such as the gift tax and estate tax
-Evaluating and establishing lifetime gift programs
-Counseling on the use of irrevocable life insurance trusts for estate tax reduction and estate liquidity
-Evaluating and structuring closely-held business succession planning
-Business entity formation and organization
-Corporate taxation and finance
-Crafting donor advised fund agreements and other charitable gift structures
-Organizing private foundations to fulfill philanthropic plans and expectations
-Completing all aspects of probate and non-probate estate administration
-Representing trustees and other fiduciaries before federal and state taxing authorities
-Committed to excellence in all aspects of estate planning and administration

Main Office

Main Office
7030 Pointe Inverness Way, Ste. 330
Fort Wayne IN 46804



Estate Planning

Planning for the future

One of the kindest things you can do for your loved ones is to plan for the disposition of the assets that you worked hard to acquire. Even if you do not consider yourself wealthy, you have an estate if you own one or more valuable assets, such as

-A home
-An investment property
-A savings account
-A retirement account
-A business
-Valuable property, such as cars, boats, art, etc.
-Valuable collectibles

If you do not plan for the future disposition of your assets, Indiana law determines where your money and property goes. There are currently both state and federal death taxes, a fact that prudent planning can minimize or even eliminate. If you care about the financial security of your loved ones, and if you want to maximize the assets you pass on, then you need a sound estate plan.

We know that every client's circumstances are different. That is why we ask you to fill out a detailed estate planning questionnaire. The more information you can provide, the better we can tailor an estate plan to your individual needs.

We use a variety of legal tools to implement your estate plan, including

-Last Will and Testamentto name beneficiaries of your assets upon your passing
-Trust (revocable or irrevocable)to allow a chosen Trustee to manage assets for the benefit of another
-Financial Power of Attorneyto name one or more agents to make financial decisions for you if you cannot
-Health Care Power of Attorney/Appointment of Health Care Representativeto name one or more agents to make health care decisions for you if you cannot
-Living willto make your medical wishes known to healthcare providers and agents in the event of terminal illness
-Funeral Planning Declaration - to make known your wishes with regard to your funeral and burial
-HIPAA releaseto permit the sharing of your confidential medical information when necessary
-Charitable givingto provide for your favorite charities with the added benefit of favorable tax consequences
-Get the legal help you need when planning for your future

Jeanne E. Longsworth

Longsworth Law LLC

Jeanne founded Longsworth Law LLC in 2007. Prior to opening her own firm, Jeanne was a partner and practiced for more than 20 years at one of Indiana's largest law firms. Jeanne concentrates her practice in the areas of wealth transfer and preservation, estate planning, business succession planning, and estate, probate and trust administration. She counsels business owners, corporate executives, physicians, and other individuals and families about formulating and achieving their objectives through estate planning and business succession planning. Jeanne appreciates that each client's circumstances and objectives are unique and tailors a plan particularly suited to fulfilling the client's desired objectives.

Admitted to practice
-Indiana, 1987
-U.S. District Court, Northern District of Indiana, 1987
-U.S. District Court, Southern District of Indiana, 1987

Awards and certifications
-AV Preeminent Peer Review RatedSM by Martindale-Hubbell
-Best Lawyers in America, trusts and estates
-Indiana's Best Lawyers, trusts and estates
-Indiana Super Lawyers, estate planning and probate
-Certified Public Accountant, 2000
-Certified Estate Planning and Administration Specialist, 2007
-Dedicated service award, Valparaiso University Law Review
-Glenn D. Peters law scholarship, fellow

-Valparaiso University School of Law, JD, 1987
-Valparaiso University Law Review, executive editor (Vol. 21)
-Indiana University, BS, Accounting, 1984

Professional memberships
-Allen County Bar Association (Chair, Probate Trust & Tax Section, 19931994; Vice Chair, Probate Trust & Tax Section, 19921993)
-Indiana State Bar Association (District 4 Representative, Real Property, Probate & Trust Section, 19961998)
-Fort Wayne Estate Planning Council (Board of Directors, 19921994; President, 19931994)
-American Bar Association
-Indiana CPA Society

-"Creating an Advised Fund: Legal, Practical Considerations," Vol. 40, No.5, Res Gestae 35 (1996)
-"Private Judging: An Effective and Efficient Alternative to the Traditional Court System," 21 Valparaiso Univ. L. Rev. 681 (1987)

Community service and civic memberships
-Indiana Institute of Technology (Board of Trustees, 2004present; Secretary, 2007present)
-Toolcraft, Inc. (Board of Directors, 2004present)
-The Helen P. Van Arnam Foundation, Inc. (Board of Directors, 1994present; Secretary and Treasurer, 1996present)
-Mary E. Van Drew Charitable Foundation, Inc. (Board of Directors and Treasurer, 1998present)
-Valiant Foundation, Inc. (Board of Directors, 20042008)
-Forensic Nursing Specialties, Inc. d/b/a Fort Wayne Sexual Assault Treatment Center (Board of Directors 19952005; Vice President 19982005)
-Fort Wayne Community Foundation (Board of Directors, 19952001; President, 19992001; Secretary 19981999)
-Fort Wayne Ballet, Inc. (Board of Directors, 19931995; Second Vice President 19941995)
-Alcohol Abuse Deterrent Program, Inc. (Board of Directors, 19891994)
-Arts United (Leadership Fort Wayne Intern, 19931994)
-YWCA (Board of Directors, 19931994)
-Leadership Fort Wayne (Class of 1993)

Seminar participation
-Indiana Continuing Legal Education Forum
-Pre-Mortem and Post-Mortem Planning
-Estate Planning: Lifetime Gifting & Post-Mortem Elections
-Basic Corporate Practice (Co-Author)
-Advanced Estate PlanningFamily Limited Partnerships
-Young Presidents' Organization, Estate Planning Primer for the Small Business Owner
-Indiana University-Purdue University Fort Wayne, Leave a Legacy
-Indiana Women in Law Conference 2000, Estate and Financial Planning
-St. Francis University, Families and DisabilityPlanning Issues and Considerations
-Fort Wayne Medical Education Program, Estate Planning Primer for the Family Physician
-Canterbury Schools, Governance and Fundraising
-Isaac Knapp District Dental Society, Estate Planning Primer for the DDS
-U.S. Postal Workers, Retirement Considerations


Valparaiso University School of Law
Juris Doctorate,

Kristin Steckbeck Bilinski

Longsworth Law LLC

Kristin joined Longsworth Law LLC in 2011 as an associate. Prior to joining Longsworth Law LLC, Kristin practiced in the areas of estate planning, estate administration, and general civil litigation.

Admitted to Practice
-Indiana (2007)
-U.S. District Court, Northern District of Indiana (2007)

-Judge Forrest E. Jump Memorial Scholarship Recipient (2004-2007)
-University of Notre Dame Dean's Honor List (2000-2004)

-Indiana University Maurer School of Law, JD, 2007 cum laude
-Assistant Articles Editor, Indiana Law Journal (2006-2007)
-University of Notre Dame, BA, 2004 magna cum laude

Professional Memberships
-Fort Wayne Estate Planning Council (2008 - Present)
-Indiana State Bar Association (2007 - Present)
-Allen County Bar Association (2007 - Present)

Community Service
-Northeast Indiana Coalition for Advance Care Planning, Steering Committee Member (2014 - Present)
-Juvenile Diabetes Research Foundation, Northern Indiana Family Mentor Coordinator
(2007 - Present)

Seminar Participation and Publications
-Advance Directives 101 (Allen County Bar Association, May 2014)
-Ethical Matters in Representing the Fiduciary (ICLEF, July 16, 2013)
-Being Thorough to Close the Estate without a Hitch (NBI, December 2012)
-The Importance of Advance Directives (Fort Wayne Business People, November 2012)
-The Probate Process from A-Z: The Initial Filing (NBI, December 2009)
-Probate is Not A Dirty Word: Why You May Not Need A Living Trust (Fort Wayne Business People, March 2009)


Indiana University Maurer School of Law
Juris Doctorate,