Our Team

Lisa M. Adler

Practice Profile

  • Estate Planning: Wills & Trusts, Incapacity Planning, Planning for Minors
  • Estate & Trust Administration
  • Probate & Trust Litigation and Family 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 Rising Star Attorney by the Indiana Super Lawyer publication every year from 2009 through 2016. Lisa is the firm's Managing Partner.

 

Lisa 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 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)
  • U.S. District Courts for the Northern and Southern Districts of Indiana, 2004

 

Professional & Civic Activities

  • Certificate of Business Administration, Butler University, Executive Education for Lawyers, 2015
  • Graduate, Indianapolis Bar Association's Bar Leadership Series VI
  • Indianapolis Bar Association, Estate Planning and Administration Section
  • Indiana State Bar Association, Probate, Trust & Real Property Section & Elder Law Section
  • Member, National Academy of Elder Law Attorneys
  • Attorney Volunteer, IndyBar Low Asset Wills Program
  • Attorney Volunteer, IndyBar Hospice Program
  • Board Member, IPS CFI School 27, Parent Teacher Student Association
  • Girl Scouts, Brownie Troop Leader, IPS CFI 27

 

Speaking Engagements

  • 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