Lisa M. Glenn

Lisa Glenn practices in the areas of estate and business planning (including business formations and succession planning) and trust and estate administration and litigation. Ms. Glenn also represents taxpayers before the Internal Revenue Service, Indiana Department of Revenue and local taxing authorities. She also has experience in non-profit and charitable organizations including the formation of taxable and tax-exempt subsidiaries. In addition to being an attorney, Ms. Glenn is also a Certified Public Accountant. Prior to joining Krieg DeVault, Ms. Glenn gained valuable experience in the tax department of a large and well-respected Indiana accounting firm.

Representative Experience

• Represented clients before the Internal Revenue Service, Indiana Department of Revenue and local taxing authorities and experience in representing clients with regard to corporate and individual income taxes, employment taxes, property taxes, as well as estate, gift and generation-skipping transfer taxes
• Involvement in litigation matters representing both plaintiffs and defendants in will and trust contests and probate disputes. 
• Represented both individual and corporate fiduciaries in trust and administration matters
• Works with financial institutions and creditors in the filing of claims in deceased creditors' estates, and has also been successful in pursuing decedent creditors' non-probate transfers to satisfy her clients' claims
• Representation of non-profit organizations in matters pertaining to formation and application for federal tax-exempt status, as well as advising non-profit organizations on corporate governance and compliance matters
• Representation of non-profit organizations on the formation of taxable and tax-exempt subsidiaries, fundraising compliance issues, including IRS and Indiana Gaming Commission requirements
• Counsel of record in St. Margaret Mercy Healthcare Centers, Inc. v. Lake County Property Tax Assessment Board of Appeals - Before The Indiana Board of Tax Review, Petition No: 45-008-00-2-8-00001

Education

• Indiana University Robert H. McKinney School of Law in Indianapolis, Indiana (J.D., 2000)
• University of Indianapolis, Indianapolis, Indiana (B.S., summa cum laude, 1997)

Bar Admissions

• Indiana, 2000
• Indiana Supreme Court, 2000
• U.S. District Court for the Northern District of Indiana, 2000
• U.S. District Court for the Southern District of Indiana, 2000
• Florida, 2009
• U.S. Tax Court, 2005

Professional Associations

• American Society of Women Accountants - Indianapolis Board of Directors, Membership Committee
• American Institute of Certified Public Accountants - Taxation Section (Member)
• Indiana CPA Society (Member)
• National Association of Women Business Owners (NAWBO), Indianapolis (Member)
• Estate Planning Council of Indianapolis (Member)
• Woman's Life Chapter C-611 Indiana (Auditor)
• American Bar Association - Taxation, Business, Real Property and Probate and Trust Sections (Member)
• Florida Bar Association - Tax Law and Real Property, Probate and Trust Law Sections (Member)
• Indiana Bar Association - Council of the Probate and Real Property Section
• Indiana Bar Association -  Probate Review Committee
• Indiana Bar Association - Taxation and Business Sections (Member)
• Indianapolis Bar Association - Executive Council of the Estate Planning and Administration Section
• Indianapolis Bar Association - Taxation, Business, Estate Planning and Administration Sections (Member)
• Collier County Bar Association - Trust and Estates Section (Member)
• Lee County Bar Association - Real Property Probate and Estate Planning Section (Member)
• Dayspring Center, Inc. (Family Homeless Shelter - Finance and Development Committees (Member); Board of Directors, 2003 - 2009)
• Riley Children's Foundation Women's Network Advisory Group (Member)
• Co-Director Annual Halloween Howl Fundraising Event To Benefit Local Charities - 2006-2011
• Co-Captain of the "Krieg DeVault Team Hope" Light the Night Walk to Benefit the Leukemia and Lymphoma Society, 2009-2011

Awards and Recognitions

• University of Indianapolis, “Top Scholar” Award
• Delta Mu Delta National Business Honor Society
• Alpha Chi Honor Scholarship Society
• Richard F. Veazey Award Candidate

Seminars and Presentations

• "Managing Fiduciary Risks"
• "Ethical Considerations for the Estate Planning Paralegal"
• "Irrevocable Life Insurance Trusts"
• "Core Estate Planning Issues"
• “The Basics of Drafting Wills and Trusts in Indiana”
• "Intestate v. Testate Succession"
• "Family Business Succession Planning"
• "The Advantages of Florida Residency"
• "The 2010 Tax Act, Dynasty Trusts and Other Hot Topics in Estate Planning"