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.
Ice Miller News
Ice Miller Blog
“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"
Speaker, “Estate Planning in Uncertain Times,” Networking Luncheon with National Bank of Indianapolis Branch Managers, May 24, 2010
Speaker, “Federal Transfer Taxes,” Ice Miller/JPMorgan Young Professionals Networking Breakfast, November 16, 2010
Speaker, “Taking Care of Some of the ‘What Ifs’ in Your Life,” Indiana Chamber of Commerce, May 25, 2011
Speaker, “Estate Planning Concepts and Essentials,” Indiana University Health Financial Fitness Fair, March 26, 2014
Speaker, “Estate Planning Concepts and Essentials,” Indiana University North Hospital, June 2, 2014
Speaker, “Estate Planning Concepts and Essential,” Indiana University Saxony Hospital, June 9, 2014
Speaker, “Integrating Retirement Plans into the Estate Planning Process,” Ice Miller Breakfast Exchange, September 30, 2014
Speaker, "Estate Planning Concepts and Essentials," Taylor University, April 20, 2015
Presenter, “TOD Planning for Personal Property,” Indiana State Bar Association’s Financial Assets and Real Estate CLE, July 21, 2015
Speaker, "Estate Planning Fundamentals for 2016," Taylor University, April 20, 2016
Presenter, "Handling Creditor Claims and Debt," National Business Institute's Estate Administration From Start to Finish CLE, May 6, 2016
Speaker, "Planning for Clients with Diminished Capacity;" Ice Miller Breakfast Exchange, May 12, 2016