Appellate court victory on visitation issues in contested adult guardianship case
One U.S. Tax Court trial and two successful pre-trial settlements
Numerous trust modification and reformation proceedings in probate courts
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.