Estate Planning
Tax

 
  Jeffrey S. Dible
 

201 N. Illinois Street, Suite 1000
PO Box 44961
Indianapolis, Indiana 46244-0961

317-237-3811
E-mail: jdible@locke.com

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Jeff Dible, chair of the Individual Services Group for Locke Reynolds, concentrates his practice in estate planning, taxation and general business law. He prepares wills and trusts, supervises the administration of estates and trusts, represents various parties in guardianships and contested will or trust litigation, and provides gift tax and estate planning advice to professionals and business owners in the larger context of business succession. Jeff regularly lectures to attorneys and other estate planning professionals on a variety of estate planning and tax topics.

Client Industries:

Individuals, business entities and nonprofit organizations

Awards & Recognitions:

  • Indiana Super Lawyer, 2008
  • Fellow, American College of Trust and Estate Counsel, 2006
  • Presidential Citation, Indiana State Bar Association, 2002

Representative Cases:

  • Appellate court victory on visitation issues in contested adult guardianship case
  • One U.S. Tax Court trial and two successful pre-trial settlements
  • Numerous trust modification and reformation proceedings in probate courts

Professional Associations:

  • Estate Planning Council of Indianapolis, Board Member, 2005-present
  • Indianapolis Bar Association
    • Estate Planning and Administration Section, Executive Committee, 2004-present
  • Indiana State Bar Association
    • Audit Committee, 2005-present
    • Taxation Section, Past Chair
  • Indiana Estate Planning and Administration Specialty Certification Board, 2006-present

Publications:

  • “Estate and Gift Tax Changes in the Taxpayer Relief Act of 1997,” Res Gestae, Indiana State Bar Association, 2007
  • “What Hoosiers Should Know About Advance Directives,” Indianapolis Business Journal, 2005
  • “Plates, Paintings and Junk Complicate Estate Planning,” Indianapolis Business Journal, 2004
  • “Uses and Misuses of Joint Revocable Trusts,” Indiana Lawyer, Indianapolis Bar Association, 2004
  • Numerous informational handouts on estate planning (distributed via Locke Reynolds web site)

Press Releases:

Newsletter(s):

Article(s):

     

Assistant:

Marilyn Raines
317-237-3963
mraines@locke.com

Public Speaking:

  • “Minors’ Trusts, Trusts with Withdrawal
    Powers, and Uniform Transfers to Minors Act,” ICLEF Specialty Certification Training, 2006 and 2007
  • “Drafting and Funding Marital Trusts,” ICLEF, 2006 (also program chair)
  • “Durable Powers of Attorney: Forms and Issues,” Indianapolis Bar Association, 2006
  • “Tax Issues for Tax-Exempt Organizations,” Lorman Business Center, 2005
  • “Tax Issues in Estate Planning and Probate in Indiana,” National Business Institute, 2005
  • “Uses and Abuses of Revocable Trusts,” Salomon Smith Barney Conference, 2004
  • “Family Limited Partnerships and LLCs,” ICLEF, 2003

Community Involvement:

  • Indianapolis Museum of Art
  • Historic Landmarks Foundation of Indiana

Additional Experience:

  • Indiana Certified Specialist in Estate Planning and Administration, 2007
  • Eight years of law practice in New York, New York, 1986-1994 (still admitted to practice in New York)

Education:

  • Purdue University, B.S., Phi Beta Kappa, with highest distinction, 1976
  • Indiana University School of Law, J.D., Order of the Coif, magna cum laude, 1979
 
               
 
Locke Reynolds LLP
201 N. Illinois Street, Suite 1000 | PO Box 44961
Indianapolis, Indiana 46244-0961
317.237.3800 | 317.237.3900 FAX
  Locke Reynolds LLP
9604 Coldwater Road, Suite 201
Fort Wayne, Indiana 46825
260.497.6000 | 260.497.6019 Fax
         

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