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(317) 639-4511

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Harrison Moberly LLP

Law Firm in Indianapolis, IN

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  • ATTORNEYS
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      • 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
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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

Estate Planning, Wealth Transfer and Tax

Estate planning encompasses diverse areas of law including corporate, real estate, wills, trusts, estate administration, business succession planning, charitable gift planning, guardianships, and income, estate and gift taxation. In addition, clients who need estate planning services are a diverse group as well; from owners of closely held business entities, family farmers and young families just starting out to individuals from all walks of life. The challenge for estate planning counsel is to bring the proper legal solutions to bear in crafting unique estate plans for their clients that achieve the goals for both the clients and their families.
Our estate planning and probate attorneys bring depth and breadth of experience to the table in dealing with the wealth transfer issues faced by their clients. For some clients, minimizing gift and estate taxes is of paramount importance. For others, making things as easy as possible for their families to administer the plan carries the most weight. Our estate planning attorneys work with our clients to identify their goals and tailor a specific plan for each individual and family that incorporates what is important for them in a cost-effective manner. Estate planning also includes services designed to assist clients while they are living and not just at death. Harrison & Moberly estate planning attorneys assist clients with prenuptial agreements, guardianships, living trusts, power of attorney issues, health care representative designations and living wills. Finally, our Group works with executors, trustees and beneficiaries to ensure a smooth transition in both estate and trust administrations.
 
Our Estate Planning, Wealth Transfer and Tax Group stands ready to assist you in putting together your estate plan for your peace of mind.

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Attorneys

  • Ashley A. Butz
  • Natalie Hatfield
  • James J. McGrath
  • Chad E. Oswald
  • Mark W. Pfeiffer
  • Fred D. Scott
  • Martha T. Starkey

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.

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30 Aug 1564625082563137548

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

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25 Feb 2022 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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INDIANAPOLIS
(317) 639-4511

8335 Keystone Crossing
Suite 220
Indianapolis, IN 46240

CARMEL
(317) 639-4511

760 S Rangeline Road
Suite 164
Carmel, IN 46032

LEBANON
(317) 639-4511

114 South Meridian St.
Suite A
Lebanon, IN 46052

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