简介

Kinsey Arnett counsels clients on managing their assets through estate planning, estate and trust administration, and succession planning for closely-held businesses. Kinsey advises on charitable techniques that achieve clients’ intentions.

Kinsey works with clients to handle matters such as:

  • Reviewing, analyzing and developing estate plans for high net worth individuals and preparing wills, lifetime directives and trust agreements
  • Developing succession plans for closely held businesses
  • Opening estates, overseeing administration and distribution of estate assets, and closing estates
  • Preparing federal estate tax returns (Forms 706) and federal gift tax returns (Forms 709)
  • Negotiating with the Internal Revenue Service on certain federal estate and gift tax issues
  • Reviewing and analyzing existing irrevocable trust agreements, and developing and implementing plans to modify trust agreements via mergers, decantings and court proceedings to address changed circumstances among trustees and beneficiaries
  • Negotiating and preparing premarital agreements for high net worth individuals
  • Negotiating and litigating contested trust agreements and estate plans

Past Experience

Kinsey is a licensed CPA. She previously worked as a tax services manager at Katz, Sapper & Miller LLP and specialized in the areas of nonprofit organizations, fiduciary taxation and individual income taxation.

服务和行业

资质

执业资格

Indiana

出庭资格

U.S. District Court for the Southern District of Indiana
U.S. District Court for the Northern District of Indiana

教育

Indiana University Robert H. McKinney School of Law
J.D. (2007)

Indiana University Kelley School of Business
M.B.A. (2007)

Butler University
B.S. Accounting, cum laude (2004)

领导力和社区

职业协会

  • Indianapolis Bar Association
  • Indiana State Bar Association

荣誉

  • Faegre Baker Daniels — Pro Bono Honor Roll, 2014, 2017
  • Indiana University School of Law — Michael Sacopulos Tax Award, Jack and Karen Shaw Tax Award
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