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(317) 639-4511

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Harrison Moberly LLP

Law Firm in Indianapolis, IN

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      • Lisa M. Adler
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    • A – K
      • Lisa M. Adler
      • Thaddeus R. Ailes
      • Stephen E. Arthur
      • Ashley A. Butz
      • Raeanna Carrell
      • William “Jay” Hancock
      • Natalie Hatfield
      • Lee L. Heyde
      • Don Hopper
    • L – Z
      • Patricia Polis McCrory
      • James J. McGrath
      • Tamie Jo Morog
      • Rory O’Bryan
      • Chad E. Oswald
      • Mark W. Pfeiffer
      • Fred D. Scott
      • Martha T. Starkey
      • David J. Theising
  • Practice Areas
    • Appellate Law
    • Bankruptcy & Debtor-Creditor Relations
    • Business Services
    • Construction Law
    • Employment Law
    • Environmental
    • Estate Planning, Wealth Transfer and Tax
    • Family Law
    • Insurance Services
    • Law Practice Succession Planning
    • Litigation Services
    • Mediation Roundtable LLC and Alternative Dispute Resolution
    • Real Estate
    • Tax Controversy and Dispute Resolution
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  • Locations
  • (317) 639-4511

Lisa M. Adler

LISA M. ADLER

ladler@harrisonmoberly.com           317-574-6046 
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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., summa cum laude, 1998 Chancellor’s Scholar; Morris K. Udall Scholar

Bar Admissions

  • Indiana, 2004
  • Illinois, 2005 (currently inactive)
  • Florida, 2006 (currently inactive)
  • 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
  • Estate Planning Council of Indianapolis, Inc.
  • Indiana State Bar Association, Probate, Trust & Real Property Section, Elder Law Section, and Animal Law Section
  • National Academy of Elder Law Attorneys (NAELA) and Indiana chapter of NAELA
  • 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 Lawyer Rising Star, 2009 – 2016

Speaking Engagements

  • Protecting your Fur Babies: Estate Planning for Pets, Indiana State Bar Association, August 2022
  • 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

 

Primary Sidebar

Lisa M. Adler

Partner
(317) 574 6046
ladler@harrisonmoberly.com
8335 Keystone Crossing
Suite 220
Indianapolis, IN 46240
 

Twitter

26 Sep 1574502378233122816

HM is excited to announce that Lisa M. Adler and Ashley A. Butz, members of the firm’s estate planning practice, have been named members to the Estate Planning Council of Indianapolis.

Reply on Twitter 1574502378233122816Retweet on Twitter 1574502378233122816Like on Twitter 15745023782331228161Twitter 1574502378233122816
30 Aug 1564625082563137548

Harrison Moberly is proud to recognize and congratulate its 2023 Best Lawyers!

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25 Feb 1497260344577867776

Harrison & Moberly, LLP is proud to recognize and congratulate its 2022 Super Lawyers and Rising Star!

https://t.co/dtMUm1Bzfk

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1 Jun 2021 1399791212056530945

Harrison & Moberly is pleased to officially return to the Downtown office today and celebrated the occasion with a Taco Tuesday lunch to catch up with each other in person!

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18 Nov 2019 1196439093527416833

For the 3rd year, H&M Attorneys Mark Pfeiffer and Fred Scott attended the 2019 Tippecanoe County Veterans Stand Down event on November 2, 2019, to provide pro bono legal advice on issues that routinely impact Indiana veterans! We are so grateful for their dedication and service!

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(317) 639-4511

8335 Keystone Crossing
Suite 220
Indianapolis, IN 46240

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(317) 639-4511

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Suite 164
Carmel, IN 46032

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(317) 639-4511

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