For all your life and estate planning,
administration and guardianship needs

Beth Sullivan-Summers

Beth Sullivan-Summers

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Practice Areas:

  • Estate Planning
  • Power of Attorney
  • Estate Administration
  • Guardianship
  • Probate

Biography

Ms. Sullivan-Summers is a member of the firm's Estate Planning & Probate Practice Group. Ms. Sullivan-Summers counsels individuals and business owners on ways in which to maximize the transfer of assets while minimizing the impact of estate, gift and income taxes in an uncertain and complex tax environment. Ms. Sullivan-Summers also represents personal representatives and trustees in estate and trust administration.

Education

  • Indiana University School of Law, Indianapolis, Indiana
    • J.D. - 1986
  • Indiana University-Bloomington, Bloomington, IN
    • B.S.W. - 1982

Bar Admission

  • Indiana

Published Works

  • Basic Probate Procedures and Practice in Indiana, Contributing Author, 2005
  • Probate Skills Series: Part II The Probate Road: Bumps, Curves, & Detours, Contributing Author, 2006
  • Preparing Your First Federal Estate Tax Return, ICLEF, Author, 1996

Pro-Bono Activities

  • IBA Low Asset Will Program
  • IBA Hospice Program
  • Meals on Wheels

Professional Associations

  • Indianapolis Bar Association
  • Indiana State Bar Association
  • Morgan County Bar Association
  • Mooresville Chamber of Commerce