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Sample IN Estate Planning Cases
... We are not persuaded. Indiana Code section 29-3-9-4, referred to by our supreme
court as Indiana's guardianship estate planning statute, provides. (a) Upon petition
of the guardian (other than a temporary guardian) or any ...
... On May 19, 2009, Hudson filed a petition to do estate planning on Donna's behalf and revoke
the Joint Trust. ... Id. at 8. In its judgment, the trial court denied Hudson's petition to do estate planning
and revoke the Joint Trust and declared the Joint Trust shall remain in effect. ...
... fraud. Title 42 of the United States Code section 1396(a) expresses the legislative
intent that the Medicaid program should not be used as an estate planning tool.
Forsyth v. Rowe, 226 Conn. 818, 828, 629 A.2d 379, (1993). ...
... contract. [4] The Estate explained that such an arrangement was actually a "time
honored estate planning tool commonly used by `Mom and Pop' farmers in Indiana
who fear being placed in a nursing home when they grow older. ... ...
... In June 1996, Marie received information from the Bank regarding estate planning
options and addressing her concerns about the effect that taxes might have on her
estate beneficiaries. On August 18, 1997, Marie, James, Paula ...
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