Estate/Trust Planning and Administration
Special Needs Planning
Income, Estate and Fiduciary Income Tax
Non-Profit Formation
Estate and Trust litigation
Indiana, 1992
J.D. Indiana University School of Law – Indianapolis
Wheaton College – Wheaton, Illinois
Anne is a board certified Indiana Estate and Trust lawyer, certified by the Trust and Estate Specialty Board of the Indiana State Bar Association.
Anne has extensive experience in representing clients in the areas of estate planning, including estate and trust administration, estate and trust litigation. She also practices in the area of non-profit formation and income, estate and fiduciary income taxation. Additionally, her practice focuses on special needs planning for children and adults with disabilities to enhance the quality of life for those affected by disability and provide peace of mind for families that the needs of their loved one will be met. This planning includes establishment of third party or self-settled special needs trust, and guardianships for adults with special needs.
Anne is a member of the Indiana State Bar Association, the Indianapolis Bar Association (a former past chair of the Estate Planning and Administration Section). She is a member of the Trust and Estate Specialty Board, and the Probate Code Review Committee of the Indiana State Bar Association.
Certified Indiana Trust and Estate Specialist, as Certified by the Trust and Estate Specialty Board of the Indiana State Bar Association
Central Indiana Community Foundation – Cornerstone Council
Best Buddies of Indiana – Past Chair
Indiana University School of Medicine Planned Giving Committee
United Way – Ardeth Burkhart Series alumni
Estate Planning Council of Indianapolis
Trust and Estates Specialty Board of Indiana State Bar Association – board member
Indianapolis Bar Association, Member of the Estate planning and administration Section and Women and the Law section
Indiana State Bar Association, Member of the Real Property and Probate Section
Anne is a board certified Indiana Estate and Trust lawyer, certified by the Trust and Estate Specialty Board of the Indiana State Bar Association.
Anne has extensive experience in representing clients in the areas of estate planning, including estate and trust administration, estate and trust litigation. She also practices in the area of non-profit formation and income, estate and fiduciary income taxation. Additionally, her practice focuses on special needs planning for children and adults with disabilities to enhance the quality of life for those affected by disability and provide peace of mind for families that the needs of their loved one will be met. This planning includes establishment of third party or self-settled special needs trust, and guardianships for adults with special needs.
Anne is a member of the Indiana State Bar Association, the Indianapolis Bar Association (a former past chair of the Estate Planning and Administration Section). She is a member of the Trust and Estate Specialty Board, and the Probate Code Review Committee of the Indiana State Bar Association.
Certified Indiana Trust and Estate Specialist, as Certified by the Trust and Estate Specialty Board of the Indiana State Bar Association
Central Indiana Community Foundation – Cornerstone Council
Best Buddies of Indiana – Past Chair
Indiana University School of Medicine Planned Giving Committee
United Way – Ardeth Burkhart Series alumni
Estate Planning Council of Indianapolis
Trust and Estates Specialty Board of Indiana State Bar Association – board member
Indianapolis Bar Association, Member of the Estate planning and administration Section and Women and the Law section
Indiana State Bar Association, Member of the Real Property and Probate Section
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