Jeff concentrates his practice in estate planning, taxation and general business law. He prepares wills and trusts, supervises the administration of estates and trusts, represents various parties in guardianships and contested will or trust litigation, and provides gift tax and estate planning advice to professionals and business owners in the larger context of business succession. Jeff regularly lectures to attorneys and other estate planning professionals on a variety of estate planning and tax topics.
Jeff has frequently testified before committees of the Indiana General Assembly in favor of or against various bills to amend Indiana’s trust, estate and guardianship laws, including the 2012-13 repeal of the Indiana inheritance tax. He is a Fellow of the American College of Trust and Estate Counsel and has been certified as an Indiana Trust and Estate Lawyer by the Indiana Trust and Estate Specialty Board (TESB).
Served as the chairperson of the Indiana State Bar Association’s Electronic Documents Task Force (2017-2018) and as the principal drafter of Indiana’s electronic wills, trusts and POAs legislation (2018 House Enrolled Act 1303, P.L. 40-2018).
Appellate court victory on visitation issues in contested adult guardianship case.
Expert witness work in numerous trust and estate litigation matters.
Numerous trust modification and reformation proceedings in probate courts.
One U.S. Tax Court trial and two successful pre-trial settlements.
Certified as a specialist in Indiana in estate planning and administration since 2007.
Representation of businesses in administrative appeals and in the Indiana Tax Court regarding Indiana income tax and sales and use tax disputes.
Advice to and representation of new and existing nonprofit charitable entities with respect to initial formation, qualification for 501(c)(3) status, reorganization, and internal governance.
Indiana University School of Law, J.D., 1979, magna cum laude
Order of the Coif
Purdue University, B.S., 1976, with highest distinction
Phi Beta Kappa
Indiana Lawyer, Leadership in Law Awards, Distinguished Barrister, 2017
Patricia Paxton Wagner Award for Excellence in Estate Planning and Administration, from the Indianapolis Bar Association’s Estate Planning & Administration Section, 2011
Selected for inclusion in Indiana Super Lawyers®, 2007–2018, 2021
Named in “Indiana Top 50” in Indiana Super Lawyers® magazine, February 2014, February 2015, February 2018
The Best Lawyers in America© for Trusts and Estates Law, 2011–2019; Trusts & Estates Litigation, 2013–2018; Litigation & Controversy – Tax, 2013–2018
The Best Lawyers in America© Indianapolis Litigation and Controversy Lawyer of the Year, 2017
The Best Lawyers in America© Indianapolis Trusts and Estates Lawyer of the Year, 2012, 2018-2019
Indiana State Bar Association, Presidential Citations, 2002 and 2015
Estate Planning Council of Indianapolis, Board Member, 2005-2013; Vice President, 2010-2011; President, 2011-2012
Indianapolis Bar Association, Estate Planning and Administration Section, Executive Committee, 2004-2012
Indiana State Bar Association; Taxation Section, Past Chair; Investment Committee, 2008-present; District 11 Representative to the Board of Governors, 2011-2012; Probate Review Committee
Indiana Trust and Estate Specialty Board (TESB), 2006-2015; co-chairperson in 2012-2014
American College of Trust and Estate Counsel, Fellow, 2006; Indiana State Chair for ACTEC from March 2015 through February 2020
April 16, 2021 | Blogs
Beginning in March 2020, pandemic-driven lockdowns, home quarantines, and general isolation made it ...
August 21, 2020 | Press Releases
Includes 15 “Lawyers of the Year” and 23 “Ones to Watch” A total of 183 Frost Brown Todd (FB...
August 15, 2019 | Press Releases
Twenty-two earn additional “Lawyer of the Year” title A total of 169 Frost Brown Todd (FBT) atto...
August 15, 2018 | Press Releases
Frost Brown Todd (FBT) is honored to announce that 163 of the firm’s attorneys have been recognize...
February 20, 2018 | Press Releases
Frost Brown Todd (FBT) is pleased to announce that 23 of its attorneys have been recognized by India...
August 15, 2017 | Press Releases
Frost Brown Todd (FBT) announces that 161 of the firm’s attorneys have been recognized in the 2018...
February 15, 2017 | Press Releases
Frost Brown Todd (FBT) is pleased to announce that 19 of its attorneys have been recognized by India...
August 15, 2016 | Press Releases
Frost Brown Todd (FBT) would like to congratulate the firm’s 168 attorneys recognized in the 2017 ...
February 15, 2016 | Press Releases
Frost Brown Todd is pleased to announce that 23 of its attorneys have been recognized by Indiana Sup...
August 17, 2015 | Press Releases
Frost Brown Todd (FBT) would like to congratulate the firm’s 175 attorneys recognized in the 2016 ...
February 13, 2015 | Press Releases
Frost Brown Todd is pleased to announce that 26 of its attorneys have been recognized by Indiana Sup...