简介

Bob Elzer helps clients plan for the future and protect their family assets. He prepares estate plans, including wills and trusts, and assists with wealth transfer and preservation planning.

Bob counsels on the use of irrevocable insurance trusts for family planning and estate liquidity problems. He also works to establish extended lifetime gift programs for estate tax management and reduction. Bob assists with estate settlement, representing estates and trusts before the IRS, bypassing probate, and advising family and corporate trustees on fiduciary obligations and trust situs preferences for investment and administration flexibility.

For family and closely held businesses, Bob devises transfer solutions, including Subchapter S estate planning and LLC entity planning.

服务和行业

资质

执业资格

Indiana

教育

Harvard Law School
J.D. cum laude (1976)

Indiana University, Bloomington
B.A. with highest distinction (1973)

领导力和社区

职业协会

  • Indianapolis Bar Association — Estate Planning (Past Chair)
  • Indiana State Bar Association
  • Seventh Circuit Bar Association
  • American Bar Association
  • Fellow of the American College of Trust and Estate Counsel

市民活动

  • Indiana Golf Foundation — Director
  • American Heart Association, Indiana Affiliate — Planned Giving Committee
  • WFYI
  • Central Indiana Council on Aging
  • Eiteljorg Museum

荣誉

  • Patricia Paxton Wagner Award for Excellence in Estate Planning and Administration, IndyBar, 2018
  • FIVE STAR: Best in Client Satisfaction Wealth Manager ® (By Crescendo Business
    Services), 2008-09
  • Indiana Super Lawyers — Estate Planning & Probate, since its first publication in 2004 to 2018
  • The Best Lawyers in America — Trusts and Estates, 1993-2019
  • Indianapolis Bar Foundation — Distinguished Fellow, 2009
  • Phi Beta Kappa
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