Jeffrey S. Dible

Indianapolis
T 317.237.3811
F 317.237.3900
201 North Illinois Street
Suite 1900
Indianapolis, Indiana 46204-4236

Jeff 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. He has frequently testified before committees of the Indiana General Assembly in favor of or against various bills to amend Indiana’s trust, estate and guardianship laws, including the 2012-13 repeal of the Indiana inheritance tax. He is a Fellow of the American College of Trust and Estate Counsel and has been certified as an Indiana Trust and Estate Lawyer by the Indiana Trust and Estate Specialty Board (TESB).

Experience

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

Certified as a specialist in Indiana in estate planning and administration since 2007

Representation of businesses in administrative appeals and in the Indiana Tax Court regarding Indiana income tax and sales and use tax disputes.

Advice to and representation of new and existing nonprofit charitable entities with respect to initial formation, qualification for 501(c)(3) status, reorganization, and internal governance.

Highlights & Recognitions

  • Indiana Lawyer, Leadership in Law Awards, Distinguished Barrister, 2017
  • Patricia Paxton Wagner Award for Excellence in Estate Planning and Administration, from the Indianapolis Bar Association's Estate Planning & Administration Section, 2011
  • Selected for inclusion in Indiana Super Lawyers®, 2007–2017
  • Named in “Indiana Top 50” in Indiana Super Lawyers® magazine, February 2014 and February 2015
  • The Best Lawyers in America© for Trusts and Estates Law, 2011–2018; Trusts & Estates Litigation, 2013–2018; Litigation & Controversy - Tax, 2013–2018
  • The Best Lawyers in America© Indianapolis Litigation and Controversey Lawyer of the Year, 2017
  • The Best Lawyers in America© Indianapolis Trusts and Estates Lawyer of the Year, 2012, 2018
  • American College of Trust and Estate Counsel, Fellow, 2006; Indiana State Chair for ACTEC beginning in 2016
  • Indiana State Bar Association, Presidential Citations, 2002 and 2015

Memberships & Affiliations

  • Estate Planning Council of Indianapolis, Board Member, 2005-present; Vice President, 2010-2011; President, 2011-2012
  • Indianapolis Bar Association, Estate Planning and Administration Section, Executive Committee, 2004-2012
  • Indiana State Bar Association; Taxation Section, Past Chair; Investment Committee, 2008-present; District 11 Representative to the Board of Governors, 2011-2012; Probate Review Committee
  • Indiana Trust and Estate Specialty Board (TESB), 2006-present; co-chairperson in 2012-2014

Press Releases

Non-FBT Publications and Events

“Trust Modifications, Court-Approved Settlements, and Virtual Representation Rules in Indiana.” (panelist) December 12, 2015. ACTEC Great Lakes Regional Conference (Chicago).  

“Trust Decanting in Indiana.” (panelist) December 12, 2015. ACTEC Great Lakes Regional Conference (Chicago).  

“Designing and Drafting Trust Protector Provisions for Trusts.” November 20, 2015.  Evansville Bar Association, 26th Annual EBA Estate and Business Planning Institute.  

“Advisors – Protectors – Trustees, Oh My! Dividing Powers and Responsibilities Among Multiple Fiduciaries for Trusts.”  June 11, 2015.  Annual Estate, Tax & Business Planning Institute, Indiana Continuing Legal Education Form (ICLEF).  

“Troubled Trusts: Challenging Situations in Trust Administration . . .  and Ways to Resolve Them” (principal author and co-presenter). May 6, 2015.  ISBA Probate, Trust & Real Property Section.

“Cognitive Decline and Ethical and Practical Responses to Clients’ Sudden or Growing Incapacity.”  November 14, 2014. Evansville Bar Association, 25th Annual EBA Estate and Business Planning Institute.   

“(1) Update on Matrimonial Trusts, (2) ‘Stale’ Beneficiary Designations After Divorce, and (3) Estate Planning for Married Couples in the 21st Century —Income Tax Planning in Light of Portability.” May 6, 2014. ISBA  Probate and Family Law Sections.  

"The New Kentucky Decanting Statute: How and When to Use It...and Tax Consequences." July 26, 2013, Lexington, KY. 40th Annual Midwest-Midsouth Estate Planning Institute; University of Kentucky Office of Legal Education.

"Portability Elections in Post-Mortem Planning." July 27, 2013, French Lick, IN. Indiana Continuing Legal Education Forum, 2013 Masters Series Conference.

"Estate Planning in the Wake of 'Permanent' Estate and Gift Tax Relief." April 19, 2013, Indianapolis. Indiana State Bar Association and Trust & Estate Specialty Board

"Estate and Gift Tax Planning in 2013 after ATRA 2012," Professional Advisors Leadership Council and Cornerstone Council, Indianapolis, February 20, 2013.

"Tax Planning for Business Owners in the Wake of ATRA 2012," Tax Section of the Cincinnati Bar Association, Cincinnati, February 27, 2013.

"Sales of Distressed Real Estate in Estate Administration," Indiana Continuing Legal Education Forum, Indianapolis, June 20, 2012.

"Early Termination and Modification of Trusts," Lorman national teleconference / webinar, 2012-2016 (various dates).

"A Straight Path to Inheritance Tax Repeal," Res Gestae, April 2012.

"Portability Elections for Married Decedents under Code Section 2010(c)," April 24, 2012. Indiana State Bar Association's Probate, Trust & Real Property, Indianapolis.

"Trust Decanting," May 2,2012. Indiana Bankers Association MegaConference, Indianapolis.  

“Early Termination and Modification of Trusts in Indiana,” Evansville Bar Association 2011 Estate Planning Institute, November 18, 2011; Estate Planning Council of Central Illiana, Terre Haute, May 17, 2012.

“Cognitive Decline and Ethical and Practical Responses to Clients’ Sudden or Growing Incapacity,” Estate Planning Council of Indianapolis, January 19, 2012; Fort Wayne Estate Planning Council, November 17, 2011; Estate Planning Council of Central Illiana, May 17, 2012.

“Ethical Considerations in Asset Protection Planning,”  ICLEF Indianapolis, November 2, 2011

“Recent Gift & Estate Tax Changes:  Post-2010 Compliance and Future Planning Opportunities,” Estate Planning Council of Louisville, September 22, 2011

Estate Planning in 2010 and Prospects for Estate and Gift Tax Legislation
Five lectures in March, April, September (Nashville, TN) and October 2010

"Advance Directives"
ICLEF, July 25, 2008 (co-chair)

“Minors’ Trusts, Trusts with Withdrawal Powers, and Uniform Transfers to Minors Act”
ICLEF Specialty Certification Training, 2006 through 2008 and 2012

“Drafting and Funding Marital Trusts”
ICLEF, 2006 (also program chair)

"Basics of Trust Administration"
Lorman national teleconference / webinar, 2009 – 2016 (various dates)

“Durable Powers of Attorney: Forms and Issues”
Indianapolis Bar Association, 2006

“Family Limited Partnerships and LLCs”
ICLEF, 2003

“Estate and Gift Tax Changes in the Taxpayer Relief Act of 1997”
Res Gestae,Indiana State Bar Association, 1997

“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

Other Contact Info

Assistant

Stephanie Mains
Email
T 317.237.3213
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