Karin L Veatch
Indianapolis Real Estate, Litigation, Employment Law, Business, Bankruptcy Attorney | Indiana Trial Lawyer | Anderson, Columbus, Bloomington
Estate Planning
The estate planning professionals at Dann Pecar Newman & Kleiman have helped clients successfully transfer wealth across generations for nearly 95 years. The firm’s attorneys possess the knowledge and experience that renders them capable of planning for wealth transfers at all levels. They offer expertise in sophisticated devices such as family limited partnerships, limited liability companies, irrevocable life insurance trusts, qualified personal residence trusts, generation-skipping transfers, grantor-retained annuity trusts, charitable trusts, employee stock ownership trusts, private foundations, and other devices that may benefit each individual client's situation. The goal is to develop strategies for the transfer of the product of a lifetime of endeavor — with minimum tax burden.
For Dann Pecar Newman & Kleiman, estate planning is a team effort. The firm's lawyers work in close harmony with clients' accountants, insurance agents, investment advisors, business associates, and relatives in an effort to achieve the ultimate objective of all estate planning — the accomplishment of the intentions of the firm’s clients.
Probate
The death of a loved one is a difficult time for anyone. The attorneys at Dann Pecar Newman & Kleiman are acquainted with the intensely personal nature of estate and succession planning and probate administration. The firm handles the settlement of wills and trusts as expeditiously and as efficiently as possible for the beneficiaries, in a sensitive and confidential manner.
The firm’s attorneys assist personal representatives in a variety of matters, including location and protection of assets, preparation of tax returns, transfer of assets, and final dispositions of a decedent's property. If a dispute arises after death, they have the experience needed to handle will contests, claims against an estate, or disputes among beneficiaries.
Tax
Dann Pecar Newman & Kleiman provides advice in income tax planning and tax minimization strategies. The firm is experienced in the use of tax-saving devices and programs available under the law, including:
* Revocable Trusts
* Federal Unified Credit
* Unlimited Marital Deduction
* Annual Gift Tax Exclusion
* Education Trust for Grandchildren
* Grantor Retained Annuity Trust/Grantor Retained Unitrust
* Qualified Personal Residence Trust
* Family Limited Partnership, Limited Liability Company/Partnership
* Charitable Remainder Trust
* Charitable Lead Trust
* Private Foundation
* Generation-Skipping Trust
The firm's attorneys also represent clients in and criminal and civil disputes involving the IRS and various state revenue departments, including defense of clients in criminal and civil tax investigations and trials. They have successfully defended individuals and corporations involved in criminal tax litigation and defeated proposed assessments of penalties for taxpayers.
Certified Estate Planning & Administration Specialist - Indiana State Bar Association
Karin L Veatch
Dann Pecar Newman & Kleiman PC
1 American Square #2300
Indianapolis IN 46282
Tel: 317 632 3232
Fax: 317 632 2962
Serving clients throughout the state of Indiana, including the cities of Indianapolis, Plainfield, Avon, Danville, Lafayette, West Lafayette, Muncie, Anderson, Columbus, Bloomington, Noblesville, Carmel, Lawrence, Greenwood, Fishers, Mooresville, Greenfield, Brownsburg, Shelbyville, Lebanon, Franklin, and Martinsville.
Marion County - Boone County - Hamilton County - Hancock County - Shelby County - Johnson County - Morgan County - Hendricks County
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