C Daniel Yates - Probate & Estate Attorneys: Indianapolis IN

Estate and Wealth Transfer Planning
* Business Succession Planing
* Estate Administration
* Estate Planning
* Guardianships and Commitments
* Probate and Trust Litigation

One of the most difficult, yet most important, decisions many people will make is how to pass on the fruits of personal and business success to the next generation. Our attorneys are sensitive to the interpersonal as well as the legal issues involved in these decisions.

There's a common misconception that only the wealthy need a will. Especially with today's complex relationships and blended families, a will is essential to ensure that wishes are carried out and to help avoid the expense and hassle of litigation. In addition, even people of moderate means can save significantly on estate taxes by planning ahead. Our estate planning and administration services include:
* Drawing of wills and trusts
* Implementing gifting strategies through the use of trusts and family entities
* Implementing charitable gifting strategies
* Administration of estates
* Handling will contests and similar litigation

We utilize sophisticated analytical and taxation software that helps us efficiently compare alternatives and weigh tax ramifications. Through our cutting-edge use of technology, we can help clients digest complex financial data and create planning models to assist in making good decisions. Especially with a family-owned business, succession planning is essential to avoid having to sell the operation to pay estate taxes, and to minimize disruption of operations.

With our experience, office automation, specialized software and trained legal assistants, we can be very cost-efficient. Estate and business succession planning is a small investment that can really pay off for heirs and successors.

Certified Estate Planning & Administration Specialist - Indiana State Bar Association

C Daniel Yates
Bose McKinney & Evans
301 Pennsylvania Pkwy #300
Indianapolis IN 46280
Tel: 317 684-5143
Fax: 317 684-5173
E-mail: dyates@boselaw.com

Practice Group Emphasis
- Estate Administration
- Estate Planning
- Estate and Wealth Transfer Planning
- Federal Estate and Gift Tax
- Probate and Trust Litigation

Dan Yates is a partner in the Estate and Wealth Transfer Planning Group. Mr. Yates counsels families, business owners, corporate executives and other individuals and businesses to formulate and achieve financial objectives. He provides clients with counsel regarding taxation, probate, philanthropic giving and other estate planning or business succession planning issues. Mr. Yates has practiced law since 1973. He is certified as an Indiana Estate Planning and Administration Specialist by the Estate Planning and Administration Specialty Certification Board of Indiana. He is extremely involved in various professional, civic and charitable organizations, and has received various awards, both for his professional qualifications and for his commitment to the community.