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Law Professional

P: (317) 238-6202
F: (317) 636-1507
E: emanterfield@kdlegal.com

Indianapolis Office
One Indiana Square
Suite 2800
Indianapolis, IN 46204-2079

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Practice and Industry Teams

Eric A. Manterfield

Independent Consultant

Eric Manterfield concentrates his practice on estate planning, family business succession planning and probate litigation. Eric is a  Board Certified Indiana Trust & Estate Lawyer by TESB. He frequently serves as co-counsel with attorneys throughout Indiana. Mr. Manterfield is a former President of the Estate Planning Council of Indianapolis and served as the Adjunct Professor of Estate Planning at the Indiana University School of Law in Bloomington for thirty years. Mr. Manterfield lectures regularly before attorneys, accountants, insurance professionals and the general public on estate planning topics. He is the author of Critical Elements of Estate Planning with Forms.

Representative Experience

  • Drafted estate plans for more than 300 clients with net worths above $1 million
  • Created succession plans for family businesses with net worths totaling more than $3 billion
  • Worked as co-counsel with more than 50 lawyers throughout Indiana on the creation of estate and business succession plans for high net worth clients
  • Served as an expert witness in more than 10 trust or estate litigation matters in Indiana, Kentucky, Illinois and Tennessee
  • Successfully resisted efforts by the Indiana Department of Revenue to increase inheritance tax liability in more than 12 estates throughout Indiana

Education

  • University of Michigan Law School, Ann Arbor, Michigan (J.D., 1972)
  • Denison University, Granville, Ohio (B.A., magna cum laude, 1969) Phi Beta Kappa

Bar Admissions

  • Indiana, 1972
  • U.S. District Court for the Northern District of Indiana, 1972
  • U.S. District Court for the Southern District of Indiana, 1972

Professional Associations

  • Children's Museum of Indianapolis (Planned Giving Comittee)
  • Indiana Bar Foundation (Prior Board of Directors)
  • Indianapolis Bar Association - Estate Planning Section (Member)
  • Indianapolis Bar Association - Business Section (Member)
  • Indiana State Bar Association – Real Property, Trust and Probate Section (Member)
  • American Bar Association – Real Property, Trust and Probate Section (Member)
  • American Bar Association – Taxation Section (Member)
  • Estate Planning Council of Indianapolis (Past President)
  • Central Indiana Community Foundation Professional Advisors Committee
  • Riverview Hospital Foundation (Board of Directors)

Awards and Recognitions

  • 2012 Excellence in Estate Planning and Administration Award, Indianapolis Bar Association
  • Indiana Board Certified Trust & Estate Lawyer by TESB
  • Indiana Super Lawyers, 2004 - Present
  • Best Lawyers In America®, Trusts and Estates, 1999-2014
  • Fellow, American College of Trust and Estate Counsel (Indiana State Chair)
  • Fellow, Indiana Bar Foundation
  • Five Star Best in Client Satisfaction Wealth Manager, Indianapolis Monthly
  • Top 100 estate planning attorneys in the U.S. (Worth Magazine, 2008)
  • 2009 "Distinguished Writing Award", sponsored by the Library of Congress and the Burton Foundation, as one of the thirty best articles submitted by the nation's 1,000 largest law firms

Seminars and Presentations

  • Cincinnati Advanced Estate Planning Institute, 2012
  • "Good Practice Guidance for Lawyers To Detect & Combat Money Laundering", ICLEF, November 2011
  • "ALI-ABA Sophisticated Esate Planning Techniques", Boston, MA, 2010
  • "ALI-ABA Estate Planning in Depth", Madison, WI, 2010 to present
  • "Common Mistakes in Buy-Sell Agreements", Indianapolis Bar Association, Featured Speaker, 2010
  • Midwest Estate Tax & Business Planning, ICLEF, 1976 - Present
  • Midwest/Midsouth Tax Institute, University of Kentucky Law School, 1999 - Present
  • American Law Institute - American Bar Association's Estate Planning for the Family Business Owner, 2004 - Present
  • Estate Planning Institute sponsored by the Seattle Estate Planning Council and the Washington State Bar Association, 2009, 2011
  • University of Texas Nonprofit Organizations Institute, 2009 
  • Southwestern Ohio Tax Institute, 2009-Present
  • Notre Dame Estate Planning Institute, 2008
  • Kansas City Estate Planning Symposium, 2007 - Present
  • American College of Trust and Estate Counsel Annual Meeting, 2007
  • Duke University Estate Planning Institute, 2006
  • Columbus, OH Foundation and Columbus, OH Bar Association, 2006
  • Heckerling (University of Miami) Estate Planning Institute, 2006
  • Estate Planning Councils of Lexington, KY; Wichita, KS; Rochester, NY; St. Louis, MO; Kansas City, MO; Louisville and Lexington, KY; Denver and Grand Junction, CO; Cincinnati and Dayton, OH; and Birmingham, AL  
  • Estate Planners Day at Queens University (Charlotte), 2006
  • Annual Probate & Trust Law Section of the Minnesota Bar Association, 2007

Publications

  • "Get Business Owners Started on Succession Planning - Part 1", Estate Planning, September 2012
  • "Estate Planning For Couples In Second Marriages", ALI CLE Estate Planning Course Materials Journal, August 2012
  • "Buy Sell Agreements" in book form by ALI-ABA, 2012
  • "Minimizing Fiduciary Liability", December 2010-January 2011 issue of The Journal of Practical Estate Planning; CCH's electronic Estate Planning Expert Library; Paragraph 33,481 in Volume 3 of CCH FINANCIAL AND ESTATE PLANNING
  • "Incentive Trusts for Children", December 2009-January 2010 issue of The Journal of Practical Estate Planning published by CCH
  • "Selected Planning Strategies for the Family Business Owner (With Forms)", Winter 2010 issue of The Practical Tax Lawyer published by the American Bar Association
  • "Perfecting Donor Intent of Gifts to Charity - The Gift Agreement (From the Charities' Perspective)", June 2010 issue of The Planned Giving Design Center Newsletter; February-March 2009 issue of the Journal of Practical Estate Planning; July/August 2009 issue of Family Foundation Advisor; June/July/August issues of CCH's Exempt Organizations Reports
  • "Perfecting Donor Intent on Gifts to Charity: The Gift Agreement", Journal of Practical Estate Planning, February-March, 2009
  • "Estate Planning for Couples in a Second Marriage", Journal of Practical Estate Planning, April-May, 2008 and Financial and Estate Planning, June 2008.  This article received the 2009 Distinguished Law Firm Award, sponsored by the Library of Congress and the Burton Foundation, as one of the thirty best articles submitted by the nation's 1,000 largest law firms.  This article was also reprinted in book format (with Stephanie B. Casteel) by ALI-ABA in 2011
  • "Select Drafting Issues for High Net Worth Clients", Wealth Strategies Journal, January 2007
  • "Why Bother With Estate Planning Any More?", Healthy Living Magazine, Winter 2006
  • "Common Mistakes in Buy-Sell Agreements", Practical Estate Planning, October – November 2006  & Valuation Alert, November 2006
  • "Planning and Drafting Estate Planning Documents for Family Business Owners", Estate Planning, May 2006
  • "Critical Elements of Estate Planning with Forms", 1990 (4th Edition 2009)