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Brett M. Haworth
About | Practice Areas
Henn Haworth Cummings + Page
1634 W. Smith Valley Road Suite B Greenwood, IN 46142» view map
Estate Law
Award-Winning Lawyers With Experience

Some law firms take a “one-size-fits-all” approach to law, but that’s not how Henn Haworth Cummings + Page operates. We understand every case is unique.

800-970-3690
1. Brett M. Haworth Greenwood, IN
  Attorney at Law - IN, 2003
  Indiana University J.D. 2003
2. AboutHenn Haworth Cummings + Page
  Care & Compassion For Your Case
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

T. Jay Curts

Construction, Litigation, Estate Planning, Business Organization

Status: In Good Standing

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255 East Carmel Drive, Carmel, IN 46032

Matthew E. Conrad

Corporate Tax, Gift Taxation, Contract, Business Organization

Status: In Good Standing

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12800 North Meridian Street, Carmel, IN 46032

Robert J. Milford

Construction, Wills & Probate, Estate Planning, Business Organization

Status: In Good Standing

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736 Hanover Place, Carmel, IN 46032

Elizabeth I. Van Tassel

Estate Planning, Family Law, Medical Malpractice, Personal Injury

Status: In Good Standing

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255 East Carmel Drive, Carmel, IN 46032

Ann M. O'Hara

Wills & Probate, Estate Planning

Status: In Good Standing

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12514 Reynolds Drive, Fishers, IN 46038

Manson E. Church

Family Law, Estate Planning, Real Estate, State and Local

Status: In Good Standing

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938 Conner St, Noblesville, IN 46061

J. Michael Antrim

Wills & Probate, Government Agencies, Constitutional Law, Estate Planning

Status: In Good Standing

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938 Conner St, Noblesville, IN 46061

Debra A. Kincaid

Wills & Probate, Estate Planning, Bankruptcy, Bankruptcy & Debt

Status: In Good Standing

FREE CONSULTATION

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54 North 9th Street, Noblesville, IN 46060

Max Howard

Adoption, Estate Planning, Guardianships & Conservatorships, Personal Injury

Status: In Good Standing

FREE CONSULTATION

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403 W. 8th Street, Anderson, IN 46016

Melvin R. Daniel

Federal Trial Practice, Estate Planning, Family Law, Corporate

Status: In Good Standing Licensed: 52 Years

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One Indiana Square, Indianapolis, IN 46204

800-923-0641

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

SAMPLE LEGAL CASES

First Farmers Bank & Trust Co. v. Whorley

... 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 ...

In re Guardianship of Phillips

... 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. ...

Leever v. Leever

... 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). ...

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Indianapolis Estate Planning Lawyer, Indiana, page 2

Sponsored Law Firm

Henn Haworth Cummings + Page

SPONSORED LAWYERS

T. Jay Curts

Matthew E. Conrad

Robert J. Milford

Elizabeth I. Van Tassel

Ann M. O'Hara

Manson E. Church

J. Michael Antrim

Debra A. Kincaid

Max Howard

Melvin R. Daniel

TIPS

LEGAL TERMS

FAMILY POT TRUST

QTIP TRUST

TRUSTEE

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SURVIVING SPOUSE'S TRUST

BYPASS TRUST

INVESTOR

TAKING AGAINST THE WILL

LETTERS TESTAMENTARY

SAMPLE LEGAL CASES

First Farmers Bank & Trust Co. v. Whorley

In re Guardianship of Phillips

Leever v. Leever

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