Alexus D. Lucas

Alexus Lucas is a member of the firm's Business, Estate Planning and Personal Services, and Financial Institutions Practices.  Ms. Lucas primarily assists clients with regulatory compliance issues, mergers and acquisitions transactions, securities matters, and other general corporate matters. 

Before joining the firm as an Associate, Ms. Lucas served as a Summer Associate with the firm, and also as a family case manager for the Indiana Department of Child Services. As a family case manager, Ms. Lucas worked with families to develop a case plan tailored to their needs and advocated on the behalf of children in Marion Superior Court’s Family Division. Prior to entering the legal field, Ms. Lucas worked in the insurance industry as a licensed property and casualty producer. As such, she advised individuals and businesses on appropriate insurance coverage and underwriting eligibility. 

Representative Experience

• Assisted multinational financial institution with regulatory compliance review of financing proposal
• Assisted state-charted credit union with procedures for escheatment of funds
• Drafted and reviewed vendor nondisclosure agreements on behalf of state-chartered credit unions
• Drafted documentation for financial institutions and corporate clients regarding operations, governance, and the sale/purchase of corporate assets
• Assisted clients with business succession plans, which involved amending corporate governing documents and creating buy-sell agreements, creating share/unit voting and non-voting splits, using a gift and sale transaction to various family members and irrevocable trusts
• Advised and assisted companies regarding successor liability after the acquisition of a business
• Advised private foundations on use restrictions and tax implications of large donations 
• Assisted companies with Secretary of State and Department of Insurance filings with respect to company formation and regulatory compliance
• Drafted mortgage and purchase agreement for private real estate transaction
• Assisted companies with SEC filings

Education

• J.D., Indiana University Maurer School of Law, Bloomington, Indiana, 2022
  
  • Submissions Editor, Indiana Journal of Global Legal Studies
  • Fellow, Indiana Conference for Legal Education Opportunity
• B.S. in Public Affairs, High Distinction, Indiana University-Purdue University Indianapolis, Indiana, 2017
  
  • Dean's List
  • Honors College Chancellor's Scholar

Bar & Court Admissions

• Indiana (2022)
• U.S. District Court for the Northern District of Indiana (2022)
• U.S. District Court for the Southern District of Indiana (2022)

Practices

• Business Services
• Corporate Governance
• Mergers and Acquisitions
• Privately and Closely-Held Businesses
• Securities
• Estate Planning and Personal Services
• Financial Services
• Credit Unions

Industries

• Financial Services