Practice Profile
- Estate Planning: Wills & Trusts, Incapacity Planning
- Estate & Trust Administration
- Probate & Trust Litigation and Disputes
Experience
Lisa strives to provide peace of mind to clients, whether setting up an estate plan, administering the trust or estate of deceased loved one, or seeking resolution of a dispute or litigated matter. Lisa has practiced in the areas of estate planning, estate and trust administration, guardianships, and probate and trust litigation since her admission to the bar in 2004. She has been named a Super Lawyer in 2021 and 2022 and a Rising Star Attorney by the Indiana Super Lawyer publication every year from 2009 through 2016. Lisa is an equity partner at the firm.
Lisa is a Board Certified Indiana Trust and Estate Lawyer, as certified by the Trust and Estate Specialty Board.
She maintains a law blog, writing about topics related to her practice area, at adlerestatelaw.com. You can also follow her Twitter feed, @AdlerEstateLaw.
Education
- Indiana University Maurer School of Law – Bloomington, J.D., cum laude 2004 Executive Editor, Indiana Law Journal; Forest E. Jump Memorial Scholar
- Indiana University – Bloomington, B.S., highest distinction, 1998 Chancellor’s Scholar; Morris K. Udall Scholar
Bar Admissions
- Indiana, 2004
- Illinois, 2005 (currently inactive)
- Florida, 2006 (currently inactive)
- S. District Courts for the Northern and Southern Districts of Indiana, 2004
Professional & Civic Activities
- Executive Committee, Estate Planning and Administration Section, Indianapolis Bar Association
- Probate Review Committee, Probate Trust & Real Property Section, Indiana State Bar Association
- Indiana State Bar Association, Probate, Trust & Real Property Section & Elder Law Section
- American Bar Association, Real Property, Trust and Estate Law Section
- Certificate of Business Administration, Butler University, Executive Education for Lawyers, 2015
- Graduate, Indianapolis Bar Association’s Bar Leadership Series VI
- Attorney Volunteer, IndyBar Low Asset Wills Program
- Attorney Volunteer, IndyBar Hospice Program
- Girl Scouts Troop Leader (Cadettes), Indianapolis Public School, CFI School 27
- Volunteer, East/Central Marion County Girl Scouts Service Unit
- Past Board Member, Indianapolis Public School CFI School 27, Parent Teacher Student Association
Honors
- Distinguished Fellow, Indianapolis Bar Foundation, 2018
- Named an Indiana Super Lawyer, 2021 – 2022
- Named an Indiana Super Lawyers Rising Star, 2009 – 2016
Speaking Engagements
- Technology and Your Estate Planning Practice, IndyBar, March 2022
- Guest Lecturer, Indiana University McKinney School of Law, Animal Law course, 2018 – 2022
- Introduction to Estate Planning for Free Wills Clinics Volunteers, IndyBar, October 2021
- Funeral Planning, West LegalEdCenter
- Trust Contests: How to Avoid One and What to Do if You Can’t, Indiana State Bar Association, Solo and Small Firm Conference, June 2021
- How to Avoid Probate – But Should You?, Indiana Continuing Legal Education Forum, October 2019
- Chair – Estate Planning with Assets in Multiple Jurisdictions, Indiana Continuing Legal Education Forum, May 2019
- A Digital Afterlife? Estate Planning for Your Digital Assets, Estate & Succession Planning for the Family Farm – 2018, Indiana Agricultural Law Foundation, July 2018
- Digital Assets in Estate Planning: An Update Following Recent Law Changes, Indiana Continuing Legal Education Forum, February 2017
- Practical Estate and Probate Administration: Small Estate Administration and Insolvent Estates, Indiana Continuing Legal Education Forum, December 2016
- Practice Tips to Avoid Litigation, Protect Fiduciaries, and Maintain Family Harmony in the Implementation and Execution of Long-Term Care Plans, Elder Law Institute, October 2016
- Digital Assets in Estate Planning & At the Death of a Client, Indiana Continuing Legal Education Forum, January 2016
Publication
- Co-Author with Marti Starkey and Sang June Ryu, “Striking a Balance Under the New Uniform Power of Attorney Act,” Estate Planning magazine, August 2008
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