Steve Latterell is an estate planning and probate partner in the Indianapolis office. As an estate planner he helps clients protect their assets and transfer them to loved ones and charities in a tax efficient and customized manner designed around each client's specific needs.
This work includes utilizing estate planning tools, such as:
• revocable trusts (living trusts)
• limited liability companies
• irrevocable trusts (e.g., grantor retained annuity trusts, life insurance trusts, charitable remainder trusts, etc.)
• other advanced estate planning tools
It also includes assisting clients to develop business succession plans for farms, family businesses and other closely-held companies.
Steve has regularly represented clients, both individuals and trust companies, in the areas of estate administration and trust administration, which includes:
• the probate of wills and the appointment of personal representatives (i.e., executors)
• preparation of federal estate tax returns (both for portability and tax payment purposes)
• handling creditor's claims in estates
• estate and trust accounting matters
• proceedings to remove personal representatives
• breach of trust and trustee removal matters
• trust modification proceedings
• resolving other will and trust disputes
Steve also has experience with establishing and administering guardianships, preparing and negotiating prenuptial agreements and handling power of attorney matters.
Prior to joining the Firm, Steve worked as a senior risk analyst in the Corporate Audit Department of Bank One Corporation.
Steve is originally from St. Cloud, Minnesota. He graduated from Indiana University, where he received his Bachelor of Arts in economics and sociology in 1999. He earned his juris doctorate, cum laude, from the Indiana University Maurer School of Law in 2005. While attending law school, he interned for the Honorable Sarah Evans Barker, U.S. District Court for the Southern District of Indiana, and was a managing editor of the Indiana Law Journal.
Steve joined Ice Miller in 2005. He is admitted to practice in the state of Indiana and the U.S. District Court for the Northern and Southern Districts of Indiana.
“Portability: A 2014 View of the Concept,” Indiana Lawyer, 2014
"Stopping the 'Savage Indian' Myth: Dealing with the Doctrine of Laches in Lanham Act Claims of Disparagement," Volume 80 of the Indiana Law Journal, Volume 80, 2005
"Getting Comfortable with Healthcare Advance Directives"