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Recent Indiana Court of Appeals Decision Illustrates Importance of Clear Estate Planning Documents

Background - Recently, the Indiana Court of Appeals decided the case of Murphy, et al. v. Trustee of Star Financial Bank, et al. The case involved a woman named Janice who had executed a revocable living trust in 1990. ...more

Indiana Court of Appeals Opinion Upholds the Importance of Accountings in Trust Administration

Earlier this month, the Indiana Court of Appeals decided In Re: The Scott David Hurwich 1986 Irrevocable Trust. The case – which involved three siblings, Scott, Jeff and Stacey – arose after Scott and Jeff began to question...more

Indiana Court of Appeals Opinion Reminds Trustees to Be Transparent and Careful in Accountings

When more than $250,000 was missing from a final trust and estate accounting, a beneficiary objected. But the trial court approved the accounting and closed the estate. A unanimous panel of the Indiana Court of Appeals...more

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