

Rodney S. Retzner
Partner
Office: Carmel
rretzner@kdlegal.com
p: 317-238-6256
f: 317-636-1507
Rodney Retzner is the Chair of the firm's Estate Planning and Administration Practice. His practice is concentrated in the areas of estate and business succession planning, estate and trust administration and estate and trust litigation. In the practice of succession planning, Mr. Retzner has worked with many closely-held family businesses in order to assist in the transition of the business to future generations with the least amount of impact as possible from taxation as well as family relationships. Mr. Retzner’s practice in the area of estate planning has included work with individuals with nominal estates up to individuals with over a billion dollars in net worth.
Representative Experience
- Represented purchaser in negotiation and acquisition of a telecommunications company valued in excess of $10 million.
- Responsible for the creation/transformation of a large trust holding interest in a closely-held company into a private foundation with assets in excess of $20 million; thereby allowing for greater impact on the communities served by that company through the private foundation.
- Representation in the estate and business succession planning of a successful nursing home developer with excess of $20 million in assets and successful representation of the personal representative of the estate in transitioning the assets through estate administration and estate litigation through the ultimate beneficiaries.
- Worked with various financial institutions and other creditors in the filing and prosecution of claims against deceased estates and trusts as well as against non-probate transferees, including opening estates and administering estates as a creditor and defending creditors against various asset protection devices implemented by debtors.
- Involved in litigation involving disputes with respect to will contests and trust litigation representing both plaintiffs and defendants’ estate and trusts in litigation of all types related to the contest of trusts and wills as well as disputes involving distribution and other prosecution and defense of claims. Mr. Retzner has navigated clients through such disputes up to and through the Indiana Court of Appeals.
Professional Associations
- American College of Trust and Estate Counsel - ACTEC (Member)
- Children's Museum of Indianapolis (Planned Giving Committee)
- Indiana University Maurer School of Law (Adjunct Professor - Trust and Estate Planning)
- Indianapolis Bar Association (Member)
- Executive Council of Estate Planning and Administration Section, Indianapolis Bar Association
- Indiana State Bar (Member)
- Council of Probate and Real Property Section, Indiana State Bar Association
- Probate Review Committee, Indiana State Bar Association
- Indianapolis Estate Planning Council (Member)
- Fishers Advisory Plan Commission and Board of Zoning Appeals, legal counsel
Awards & Recognitions
- Mr. Retzner is a Certified Estate Planning and Administration Specialist, certified by the Indiana State Bar Association’s Estate Planning and Administration Specialty Certification Board
- Indiana Super Lawyers, 2009-2023
- Best Lawyers® Trusts and Estates "Lawyer of the Year" in Indianapolis, 2018; 2020; 2022-2023
- Best Lawyers In America©, Trusts and Estates, 2010-2014; 2016-2024
- Chambers USA: Leader In the Field of Private Wealth Law, 2018-2022
- Forty Under 40 Award Recipient - Indianapolis Business Journal
- Martindale-Hubbell AV Rating
- Stanley K. Lacy Leadership Series, Class XXVIII
- Community Quarterback Award Recipient - Indianapolis Colts
- Numerous medals and ribbons in connection with U.S. Navy
- Five Star Wealth Manager Award
- United States Navy Reserve, previous Commanding Officer of several reserve units (retired 2015)
Seminars & Presentations
- Presenter, Trust and Estate Planning Matters, Indiana Bankers Association Annual Conference
- “Fundamentals of Will and Trust Drafting,” ICLEF, 2008
- “Back to the Future: Business Succession Planning,” Indianapolis Bar Association, 2006
- “How to Protect Assets During Life and Avoid Estate Tax at Death in Indiana,” National Business Institute, 2005
- “Estate and Trust Planning Beyond the Acronyms,” Indiana State Bar Association, 2005
- “What’s New in Estate Planning & Administration & Medicaid,” Indianapolis Bar Association, 2005
- “Untrustworthy Non-Probate Transfers," ICLEF, 2005
- “Private Foundations and Other Avenues of Planned Giving,” Lorman Education Services, 2003
- “Charitable Wealth Transfer Techniques,” Bowling Green State University, 2003
- “Estate Planning for Married Couples in an Era of Tax Uncertainty,” Old National Trust Company, 2002
- “Planning Opportunities with Qualified Tuition Programs in Indiana,” National Business Institute, 2002
- “Basic Will Drafting and Planning,” Indiana Continuing Legal Education Forum, 2002
- “Changing from Wide Angle to Zoom Lens: Estate Planning for the Surviving Spouse,” Indiana Continuing
- Legal Education Forum, 2002
- “What’s New in Estate Planning,” Indianapolis Bar Association, 2000, 2001, 2002
- “Top Ten Practice Tips for Young Lawyers & General Practitioners – Estate Planning and Administration,” Bank One, 2000
- “Dealing with Your Stock," Community Bankers Association of Indiana, Inc. Education Seminar, 2000
Publications
- Co-Author, "Chasing the “Worm” – Act Now to Use the Federal Gift/Estate Tax Exemption," June 8, 2023
- Co-Author, "What to do with the Cuckoo Clock? Disposing of Tangible Personal Property in an Estate Plan," March 6, 2023
- Co- Author, "What to do with the Cuckoo Clock? Disposing of Tangible Personal Property in an Estate Plan," The Indiana Lawyer, March 1, 2023
- Author, "Transferring Florida Real Estate - Tread with Caution," October 4, 2022
- Co-Author, "Three Minute Update - Day in the Life of a Business: Will Your Business Continue to Thrive If You Do Not Survive?" March 31, 2022
- Co-Author, "Indiana’s New Advanced Health Care Directive," August 10, 2021
- Author, "Estate and Gift Taxes: Do We Bet on Red or Black (Or Green)?" May 20, 2021
- Co-Author, "IRS Announces Higher Estate and Gift Tax Rates for 2021...But....?" November 16, 2020
- Co-Author, "Estate Planning During the Time of COVID-19," April 20, 2020
- Co-Author, "Indiana's New Legacy Trust: An Asset Protection Strategy for Hoosiers," May 22, 2019
- Co-Author, "Tidying Up for 2019: Are Your Estate Planning Documents in Order?," March 5, 2019
- "Practical Law Materials - Indiana Wills and Trusts," Thompson Reuters Westlaw
- "Estate Planning in a Changing Tax World," Inside the Minds: New Strategies in Estate Planning, 2008
Certifications
- Legal Lean Sigma® White Belt
Education
-
J.D., University of Cincinnati College of Law, Cincinnati, Ohio, 1998
- Moot Court: Moot Court Board, 1996-1998; Corporate Law Fellowship, 1995-1998
- B.S. in Mechanical Engineering, cum laude, Rose-Hulman Institute of Technology, Terre Haute, Indiana, 1990
- M.S. in Nuclear Power, Navy Nuclear Power Program, 1991
Bar & Court Admissions
- Indiana (1998)
- U.S. District Court for the Northern District of Indiana
- U.S. District Court for the Southern District of Indiana
- Florida (2017)
Practices
Industries

Craft Beer Connoisseur

History

Cincinnati Reds
Estate Planning & Personal Services

Chasing the “Worm” – Act Now to Use the Federal Gift/Estate Tax Exemption
June 8, 2023
Estate Planning & Personal Services

What to do with the Cuckoo Clock? Disposing of Tangible Personal Property in an Estate Plan
March 6, 2023
Estate Planning & Personal Services

Transferring Florida Real Estate - Tread with Caution
October 4, 2022
Estate Planning & Personal Services

Three Minute Update - Day in the Life of a Business: Will Your Business Continue to Thrive If You Do Not Survive?
March 31, 2022
Estate Planning & Personal Services

Estate and Gift Taxes: Do We Bet on Red or Black (Or Green)?
May 20, 2021
Estate Planning & Personal Services

IRS Announces Higher Estate and Gift Tax Rates for 2021...But....?
November 16, 2020
Thought Leadership

Indiana's New Legacy Trust: An Asset Protection Strategy for Hoosiers
June 9, 2019
Thought Leadership

Indiana's New Legacy Trust: An Asset Protection Strategy for Hoosiers
May 22, 2019
Financial Services

California Commercial Lenders Beware: UDAAP Doesn’t Only Apply to Consumer Lending Anymore
October 9, 2023
Business

Is Your Business Ready? Preparing for and Complying with the Corporate Transparency Act
August 31, 2023
Firm News and Events

Frank A. Hoffman Joins Krieg DeVault’s Public Finance and Municipal Practice
July 31, 2023
Firm News and Events

Michael D. Zaradich Joins Krieg DeVault's Commercial & Real Estate Lending Practice
June 1, 2023
Litigation

Indiana Supreme Court Limits the Ability of Indiana Financial Institutions to Amend Account Agreements
March 23, 2023
Financial Services

State and Federal Policy on ESG Issues Creates Tensions for Financial Institutions
January 25, 2023
Firm News and Events

Krieg DeVault Announces 2023 Partner Promotions of Sarah E. Jones, Micah J. Nichols, and Ann Marie Woolwine
January 1, 2023
Firm News and Events

Krieg DeVault Adds Associates Andrew N. Warner, Katelyn E. Doering, Alexus D. Lucas, and Michael J. Moser
November 1, 2022
Firm News and Events

Krieg DeVault Expands Chicago Office with Financial Services Partners Laurie A. Martin Montplaisir and Parker E. Lawton
October 17, 2022
Financial Services

CFPB Announces Consent Order with Bank for "Authorized-Positive Overdraft Transactions"
September 29, 2022
Firm News and Events

Jeffrey L. Ledbetter Joins Krieg DeVault’s Financial Institutions Practice
September 27, 2022
Financial Services

Your Customer Is Heading Towards Bankruptcy, What Should You Do Now?
June 23, 2022
Financial Services

Recent Developments in Fair Lending Discrimination as a UDAAP Violation and Algorithmic Redlining
June 2, 2022
Financial Services

Indiana’s Newly Passed LIBOR Legislation Immediately Preempted by Federal Counterpart
March 31, 2022
Financial Services

CFPB Significantly Expands UDAAP Authority to Address Discrimination
March 21, 2022
Firm News and Events

Patrick Fagan Joins Krieg DeVault’s Commercial and Real Estate Lending Practice
February 28, 2022
Firm News and Events

Julie A. Johnsten and Crystal L. Stallworth Join Krieg DeVault as Paralegals
February 1, 2022
Secured Lender

Commercial Real Estate and Tenant Estoppel Certificates: Enforcement by Illinois Courts
July 16, 2021
Secured Lender

Secure and Fair Enforcement (SAFE) Banking Act Passes U.S. House…Again
April 20, 2021
Litigation

Indiana Financial Institutions Continue to be Targeted in Class Action Overdraft and NSF Lawsuits
February 3, 2021
Firm News and Events

Krieg DeVault's Kay Dee Baird Elected Chair of the Indianapolis Bar Association's Commercial Law & Bankruptcy Section for 2021
January 1, 2021
Secured Lender

CFPB Issues Finalized Changes To Regulation F To Implement The Fair Debt Collection Practices Act
December 16, 2020
Secured Lender

Indiana Supreme Court Further Extends Partial Protection of CARES Act Recovery Rebates
November 12, 2020
Secured Lender

IRS Instructs Lenders not to File Form 1099-C for Forgiveness of Paycheck Protection Program Loans
October 1, 2020
Secured Lender

Moratorium on Indiana Residential Foreclosures and Evictions Extended Through August 14, 2020
July 31, 2020
Secured Lender

Reminder: Post-Judgment Interest on Indiana State-Court Judgments Tolled Until August 15, 2020
July 14, 2020
Secured Lender

Seventh Circuit Court of Appeals Reaffirms the Necessity of Adhering to the Bankruptcy Code Text
July 14, 2020
Financial Services

US Supreme Court Rules Structure of the CFPB Unconstitutional, Preserves Bureau's Authority to Operate
June 30, 2020
Secured Lender

A Bankruptcy Court Weighs In: Do Force Majeure Clauses Excuse Commercial Tenants from Paying Rent?
June 23, 2020
Secured Lender

Eviction and Foreclosure Moratoriums Extended to August 31, 2020 for Federally-Backed Mortgages
June 17, 2020
Secured Lender

Changes are Coming to the Indiana Consumer Credit Code - Are you Ready?
June 15, 2020
Secured Lender

TILA and the Right of Rescission: Illinois Adopts One-Year Limitation Period
June 10, 2020
Financial Services

OCC Issues Advance Notice of Proposed Rulemaking Regarding Digital Banking Activities
June 8, 2020
Secured Lender

A Hospital's Bankruptcy Filing Dramatically Changes the Equation for Medical Providers
June 8, 2020
Secured Lender

Indiana Supreme Court Extends Partial Protection of CARES Act Recovery Rebates
May 31, 2020
Secured Lender

Illinois Eviction Moratorium: Relief Extended to Non-Residential Tenants
April 28, 2020
Secured Lender

COVID-19 and Supplemental Proceedings: Illinois Supreme Court Provides Guidance
April 28, 2020
Secured Lender

COVID-19 and the Mortgage Industry: Embracing the Virus on the Legislative and Regulatory Front
April 26, 2020
Financial Services

Paycheck Protection Program and Health Care Enhancement Act Update
April 21, 2020
Secured Lender

Indiana Supreme Court Orders Partial Protection of CARES Act Recovery Rebates Payments
April 20, 2020
Financial Services

Interagency Statement on Loan Modifications and Reporting for Financial Institutions
April 14, 2020
Financial Services

The CARES Act: Provisions Directly Affecting Financial Institutions
March 26, 2020
Financial Services

A Message from Krieg DeVault LLP's Creditors' Rights and Bankruptcy Practice Group on Our Response to the Coronavirus COVID-19 Pandemic
March 23, 2020
Financial Services

NCUA Issues Proposed Rule Allowing Some Credit Unions to Issue Subordinated Debt
January 26, 2020
Firm News and Events

Krieg DeVault Authors Indiana Chapter of The Secured Finance Network Compendium of Secured Finance Law
September 25, 2019
Thought Leadership

New Wave of Overdraft Fee Class Action Suits Targets Indiana Financial Institutions
September 22, 2019
Thought Leadership

Agencies Adopt Final Rule Excluding Community Banks from Volcker Rule
July 11, 2019
Thought Leadership

Is Your Organization in Compliance With IRS Rules on Employer Identification Numbers?
April 29, 2019
Firm News and Events

Maria M. Vladimirova Joins Krieg DeVault's Financial Institutions Practice Group
March 7, 2019
Thought Leadership

Indiana Court Upholds Department of Financial Institutions Ruling on Auto Dealer Electronic Titling Fees
November 1, 2018
Thought Leadership

Indiana DFI Issues Advisory Letter Reinforcing Position on Dealer Convenience Fees
June 7, 2018
Thought Leadership

President Trump Signs Dodd-Frank Reform Into Law Providing Regulatory Relief to Community Banks
May 29, 2018
Thought Leadership

Court Determines Debtor's Correct Name on Driver's License for UCC-1 Financing Statement
March 5, 2018
Thought Leadership

Is Your Website Compliant with the Americans With Disabilities Act?
February 21, 2018
Firm News and Events

Brett J. Ashton to Speak at the 1st American Financial Services Association Law & Compliance Symposium
January 16, 2018
Firm News and Events

Krieg DeVault Adds Associates Chloe Craft, Jacob O’Donnell, and Caleb Perez
October 11, 2023
Firm News and Events

Bryan San Jose Joins Krieg DeVault’s Estate Planning and Personal Services Practice
October 2, 2023
Business

Tips for Negotiating Supply Agreement Terms and Conditions in an Uncertain World
September 27, 2023
Business

Three Minute Update: How Seller Financing Can Get a Deal across the Finish Line
July 18, 2023
Firm News and Events

Krieg DeVault Announces 10 Attorneys as 2023 Indiana Super Lawyers; 9 as 2023 Indiana Rising Stars
February 28, 2023
Firm News and Events

Known By the Successful Company We Keep® - Krieg DeVault Issues Annual Ad Showcasing Transactions from Many of Our Valued and Successful Clients
January 30, 2023
Real Estate

Three Minute Update - Positioning for the Future: Non-Profits and Real Estate
January 10, 2023
Firm News and Events

Partner Brian M. Heaton Elected to Krieg DeVault’s Executive Committee
January 1, 2023
Firm News and Events

Amy L. VonDielingen Joins Krieg DeVault’s Business and Estate Planning Practices
November 28, 2022
Business

Three Minute Update - Positioning for the Future: Due Diligence Throughout the Process of a Deal
October 27, 2022
Firm News and Events

Deborah J. Daniels Named to IBJ Media’s Inaugural Indiana 250 List
July 21, 2022
Estate Planning & Personal Services

Estate Planning for Young Professionals and Families (Podcast)
May 4, 2022
Business

Three Minute Update - Doing a Deal: Practical Considerations Before the Sale of Your Business
April 27, 2022
Krieg DeVault Podcast Series

2022 Deal Landscape: Current Mergers & Acquisitions Market Trends (Podcast)
March 31, 2022
Intellectual Property

Three Minute Update - Day in the Life of a Business: Consulting Agreements and Intellectual Property Considerations
March 2, 2022
Firm News and Events

Krieg DeVault Announces 13 Attorneys as 2022 Indiana Super Lawyers; 6 as 2022 Indiana Rising Stars
February 24, 2022
Secured Lender

Protecting Against Insolvency Risks related to Customers and Suppliers
November 18, 2021
Firm News and Events

Travis D. Lovett Joins Krieg DeVault’s Business, Acquisitions, and Securities Practice
September 15, 2021
Business

Senate Appropriations Committee Votes to Expand Vet Access to Medicinal Cannabis
August 9, 2021
Business

After Months of Waiting, We Finally Have Senator Schumer’s Cannabis Bill…Sort of
July 15, 2021
Health Care

Congress Reintroduces Marijuana Data Collection Act: Reevaluating Federal Marijuana Policy
June 28, 2021
Business

House of Representatives Passes Historic MORE Act to Decriminalize Cannabis at Federal Level
December 4, 2020
Labor and Employment

Unpacking Schrems II: The Demise of the EU-U.S. Privacy Shield
October 20, 2020
Labor and Employment

IRS Issues Guidance Related to President Trump's Memorandum on Social Security Tax Deferral
September 1, 2020
Thought Leadership

PPP Safe Harbor for Loans Under $2M and Helpful Guidance for Loans $2M+
May 12, 2020
Litigation

If Our Company Gets Sued Because of COVID-19, Will We be Covered by Insurance?
May 10, 2020
Education and School Law

IRS Releases FAQs on Tax Treatment of Higher Education Emergency Relief Fund and Emergency Financial Aid Grants under CARES Act
May 10, 2020
Thought Leadership

UPDATED - Paycheck Protection Program: Confirm the Necessity or Return the Funds
May 5, 2020
Thought Leadership

Paycheck Protection Program: Confirm the Necessity or Return the Funds
April 29, 2020
Thought Leadership

SBA Issues Additional Interim Guidance on Paycheck Protection Program Clarifying Treatment of Self-Employment and Partner Income
April 15, 2020
Thought Leadership

Changes to Net Operating Loss Carryback Rules May Provide Opportunities
April 15, 2020
Thought Leadership

IRS Provides Guidance on Process for Claiming COVID-19 Related Payroll Tax Credits
April 2, 2020
Thought Leadership

Comparisons of the Economic Injury Disaster Loan (EIDL) and the Paycheck Protection Program (PPP)
April 1, 2020
Thought Leadership

The CARES Act: Business and Individual Tax Provisions, Charities, and IRS Relief Measures
March 26, 2020
Firm News and Events

David E. Corbitt Named Chair of Krieg DeVault's Public Finance and Municipal Practice Group
January 8, 2020
Firm News and Events

George C. Lepeniotis Joins Krieg DeVault's Business, Acquisitions, and Securities Practice Group as Of Counsel Attorney
December 2, 2019
Thought Leadership

IRS Updates Racial Nondiscrimination Publication Requirement for 501(c)(3) Private Schools
May 15, 2019
Thought Leadership

Is Your Organization in Compliance With IRS Rules on Employer Identification Numbers?
April 29, 2019
Firm News and Events

Corben A. Lee Joins Krieg DeVault's Business, Acquisitions, and Securities and Employee Benefits and Executive Compensation Practice Groups
January 27, 2019
Firm News and Events

Estate Planning Attorney Micah J. Nichols Joins Krieg DeVault's Business, Acquisitions and Securities Practice Group
December 27, 2018
Firm News and Events

Katherine D. Mayberry Joins Krieg DeVault's Business, Acquisitions, and Securities Practice Group
October 29, 2018
Firm News and Events

10 Krieg DeVault Attorneys Named to 2019 Best Lawyers in America Listing
August 14, 2018
Firm News and Events

Partner Brian M. Heaton Named to the Board of Directors of the Indiana Chapter of the Association for Corporate Growth
May 10, 2018
Firm News and Events

Krieg DeVault Partners John B. Baxter and Robert A. Greising Named to Chambers USA 2018 List
May 10, 2018
Firm News and Events

Robert A. Greising and Nicholas J. Anderson to Present at Tax Reform Workshop
February 8, 2018
Rodney Retzner is the Chair of the firm's Estate Planning and Administration Practice. His practice is concentrated in the areas of estate and business succession planning, estate and trust administration and estate and trust litigation. In the practice of succession planning, Mr. Retzner has worked with many closely-held family businesses in order to assist in the transition of the business to future generations with the least amount of impact as possible from taxation as well as family relationships. Mr. Retzner’s practice in the area of estate planning has included work with individuals with nominal estates up to individuals with over a billion dollars in net worth.
Representative Experience
- Represented purchaser in negotiation and acquisition of a telecommunications company valued in excess of $10 million.
- Responsible for the creation/transformation of a large trust holding interest in a closely-held company into a private foundation with assets in excess of $20 million; thereby allowing for greater impact on the communities served by that company through the private foundation.
- Representation in the estate and business succession planning of a successful nursing home developer with excess of $20 million in assets and successful representation of the personal representative of the estate in transitioning the assets through estate administration and estate litigation through the ultimate beneficiaries.
- Worked with various financial institutions and other creditors in the filing and prosecution of claims against deceased estates and trusts as well as against non-probate transferees, including opening estates and administering estates as a creditor and defending creditors against various asset protection devices implemented by debtors.
- Involved in litigation involving disputes with respect to will contests and trust litigation representing both plaintiffs and defendants’ estate and trusts in litigation of all types related to the contest of trusts and wills as well as disputes involving distribution and other prosecution and defense of claims. Mr. Retzner has navigated clients through such disputes up to and through the Indiana Court of Appeals.
Professional Associations
- American College of Trust and Estate Counsel - ACTEC (Member)
- Children's Museum of Indianapolis (Planned Giving Committee)
- Indiana University Maurer School of Law (Adjunct Professor - Trust and Estate Planning)
- Indianapolis Bar Association (Member)
- Executive Council of Estate Planning and Administration Section, Indianapolis Bar Association
- Indiana State Bar (Member)
- Council of Probate and Real Property Section, Indiana State Bar Association
- Probate Review Committee, Indiana State Bar Association
- Indianapolis Estate Planning Council (Member)
- Fishers Advisory Plan Commission and Board of Zoning Appeals, legal counsel
Awards & Recognitions
- Mr. Retzner is a Certified Estate Planning and Administration Specialist, certified by the Indiana State Bar Association’s Estate Planning and Administration Specialty Certification Board
- Indiana Super Lawyers, 2009-2023
- Best Lawyers® Trusts and Estates "Lawyer of the Year" in Indianapolis, 2018; 2020; 2022-2023
- Best Lawyers In America©, Trusts and Estates, 2010-2014; 2016-2024
- Chambers USA: Leader In the Field of Private Wealth Law, 2018-2022
- Forty Under 40 Award Recipient - Indianapolis Business Journal
- Martindale-Hubbell AV Rating
- Stanley K. Lacy Leadership Series, Class XXVIII
- Community Quarterback Award Recipient - Indianapolis Colts
- Numerous medals and ribbons in connection with U.S. Navy
- Five Star Wealth Manager Award
- United States Navy Reserve, previous Commanding Officer of several reserve units (retired 2015)
Seminars & Presentations
- Presenter, Trust and Estate Planning Matters, Indiana Bankers Association Annual Conference
- “Fundamentals of Will and Trust Drafting,” ICLEF, 2008
- “Back to the Future: Business Succession Planning,” Indianapolis Bar Association, 2006
- “How to Protect Assets During Life and Avoid Estate Tax at Death in Indiana,” National Business Institute, 2005
- “Estate and Trust Planning Beyond the Acronyms,” Indiana State Bar Association, 2005
- “What’s New in Estate Planning & Administration & Medicaid,” Indianapolis Bar Association, 2005
- “Untrustworthy Non-Probate Transfers," ICLEF, 2005
- “Private Foundations and Other Avenues of Planned Giving,” Lorman Education Services, 2003
- “Charitable Wealth Transfer Techniques,” Bowling Green State University, 2003
- “Estate Planning for Married Couples in an Era of Tax Uncertainty,” Old National Trust Company, 2002
- “Planning Opportunities with Qualified Tuition Programs in Indiana,” National Business Institute, 2002
- “Basic Will Drafting and Planning,” Indiana Continuing Legal Education Forum, 2002
- “Changing from Wide Angle to Zoom Lens: Estate Planning for the Surviving Spouse,” Indiana Continuing
- Legal Education Forum, 2002
- “What’s New in Estate Planning,” Indianapolis Bar Association, 2000, 2001, 2002
- “Top Ten Practice Tips for Young Lawyers & General Practitioners – Estate Planning and Administration,” Bank One, 2000
- “Dealing with Your Stock," Community Bankers Association of Indiana, Inc. Education Seminar, 2000
Publications
- Co-Author, "Chasing the “Worm” – Act Now to Use the Federal Gift/Estate Tax Exemption," June 8, 2023
- Co-Author, "What to do with the Cuckoo Clock? Disposing of Tangible Personal Property in an Estate Plan," March 6, 2023
- Co- Author, "What to do with the Cuckoo Clock? Disposing of Tangible Personal Property in an Estate Plan," The Indiana Lawyer, March 1, 2023
- Author, "Transferring Florida Real Estate - Tread with Caution," October 4, 2022
- Co-Author, "Three Minute Update - Day in the Life of a Business: Will Your Business Continue to Thrive If You Do Not Survive?" March 31, 2022
- Co-Author, "Indiana’s New Advanced Health Care Directive," August 10, 2021
- Author, "Estate and Gift Taxes: Do We Bet on Red or Black (Or Green)?" May 20, 2021
- Co-Author, "IRS Announces Higher Estate and Gift Tax Rates for 2021...But....?" November 16, 2020
- Co-Author, "Estate Planning During the Time of COVID-19," April 20, 2020
- Co-Author, "Indiana's New Legacy Trust: An Asset Protection Strategy for Hoosiers," May 22, 2019
- Co-Author, "Tidying Up for 2019: Are Your Estate Planning Documents in Order?," March 5, 2019
- "Practical Law Materials - Indiana Wills and Trusts," Thompson Reuters Westlaw
- "Estate Planning in a Changing Tax World," Inside the Minds: New Strategies in Estate Planning, 2008
Certifications
- Legal Lean Sigma® White Belt
Education
-
J.D., University of Cincinnati College of Law, Cincinnati, Ohio, 1998
- Moot Court: Moot Court Board, 1996-1998; Corporate Law Fellowship, 1995-1998
- B.S. in Mechanical Engineering, cum laude, Rose-Hulman Institute of Technology, Terre Haute, Indiana, 1990
- M.S. in Nuclear Power, Navy Nuclear Power Program, 1991
Bar & Court Admissions
- Indiana (1998)
- U.S. District Court for the Northern District of Indiana
- U.S. District Court for the Southern District of Indiana
- Florida (2017)
Practices
Industries
Insights
Estate Planning & Personal Services

Chasing the “Worm” – Act Now to Use the Federal Gift/Estate Tax Exemption
June 8, 2023
Estate Planning & Personal Services

What to do with the Cuckoo Clock? Disposing of Tangible Personal Property in an Estate Plan
March 6, 2023
Estate Planning & Personal Services

Transferring Florida Real Estate - Tread with Caution
October 4, 2022
Estate Planning & Personal Services

Three Minute Update - Day in the Life of a Business: Will Your Business Continue to Thrive If You Do Not Survive?
March 31, 2022
Estate Planning & Personal Services

Estate and Gift Taxes: Do We Bet on Red or Black (Or Green)?
May 20, 2021
Estate Planning & Personal Services

IRS Announces Higher Estate and Gift Tax Rates for 2021...But....?
November 16, 2020
Thought Leadership

Indiana's New Legacy Trust: An Asset Protection Strategy for Hoosiers
June 9, 2019
Thought Leadership

Indiana's New Legacy Trust: An Asset Protection Strategy for Hoosiers
May 22, 2019
Financial Services

California Commercial Lenders Beware: UDAAP Doesn’t Only Apply to Consumer Lending Anymore
October 9, 2023
Business

Is Your Business Ready? Preparing for and Complying with the Corporate Transparency Act
August 31, 2023
Firm News and Events

Frank A. Hoffman Joins Krieg DeVault’s Public Finance and Municipal Practice
July 31, 2023
Firm News and Events

Michael D. Zaradich Joins Krieg DeVault's Commercial & Real Estate Lending Practice
June 1, 2023
Litigation

Indiana Supreme Court Limits the Ability of Indiana Financial Institutions to Amend Account Agreements
March 23, 2023
Financial Services

State and Federal Policy on ESG Issues Creates Tensions for Financial Institutions
January 25, 2023
Firm News and Events

Krieg DeVault Announces 2023 Partner Promotions of Sarah E. Jones, Micah J. Nichols, and Ann Marie Woolwine
January 1, 2023
Firm News and Events

Krieg DeVault Adds Associates Andrew N. Warner, Katelyn E. Doering, Alexus D. Lucas, and Michael J. Moser
November 1, 2022
Firm News and Events

Krieg DeVault Expands Chicago Office with Financial Services Partners Laurie A. Martin Montplaisir and Parker E. Lawton
October 17, 2022
Financial Services

CFPB Announces Consent Order with Bank for "Authorized-Positive Overdraft Transactions"
September 29, 2022
Firm News and Events

Jeffrey L. Ledbetter Joins Krieg DeVault’s Financial Institutions Practice
September 27, 2022
Financial Services

Your Customer Is Heading Towards Bankruptcy, What Should You Do Now?
June 23, 2022
Financial Services

Recent Developments in Fair Lending Discrimination as a UDAAP Violation and Algorithmic Redlining
June 2, 2022
Financial Services

Indiana’s Newly Passed LIBOR Legislation Immediately Preempted by Federal Counterpart
March 31, 2022
Financial Services

CFPB Significantly Expands UDAAP Authority to Address Discrimination
March 21, 2022
Firm News and Events

Patrick Fagan Joins Krieg DeVault’s Commercial and Real Estate Lending Practice
February 28, 2022
Firm News and Events

Julie A. Johnsten and Crystal L. Stallworth Join Krieg DeVault as Paralegals
February 1, 2022
Secured Lender

Commercial Real Estate and Tenant Estoppel Certificates: Enforcement by Illinois Courts
July 16, 2021
Secured Lender

Secure and Fair Enforcement (SAFE) Banking Act Passes U.S. House…Again
April 20, 2021
Litigation

Indiana Financial Institutions Continue to be Targeted in Class Action Overdraft and NSF Lawsuits
February 3, 2021
Firm News and Events

Krieg DeVault's Kay Dee Baird Elected Chair of the Indianapolis Bar Association's Commercial Law & Bankruptcy Section for 2021
January 1, 2021
Secured Lender

CFPB Issues Finalized Changes To Regulation F To Implement The Fair Debt Collection Practices Act
December 16, 2020
Secured Lender

Indiana Supreme Court Further Extends Partial Protection of CARES Act Recovery Rebates
November 12, 2020
Secured Lender

IRS Instructs Lenders not to File Form 1099-C for Forgiveness of Paycheck Protection Program Loans
October 1, 2020
Secured Lender

Moratorium on Indiana Residential Foreclosures and Evictions Extended Through August 14, 2020
July 31, 2020
Secured Lender

Reminder: Post-Judgment Interest on Indiana State-Court Judgments Tolled Until August 15, 2020
July 14, 2020
Secured Lender

Seventh Circuit Court of Appeals Reaffirms the Necessity of Adhering to the Bankruptcy Code Text
July 14, 2020
Financial Services

US Supreme Court Rules Structure of the CFPB Unconstitutional, Preserves Bureau's Authority to Operate
June 30, 2020
Secured Lender

A Bankruptcy Court Weighs In: Do Force Majeure Clauses Excuse Commercial Tenants from Paying Rent?
June 23, 2020
Secured Lender

Eviction and Foreclosure Moratoriums Extended to August 31, 2020 for Federally-Backed Mortgages
June 17, 2020
Secured Lender

Changes are Coming to the Indiana Consumer Credit Code - Are you Ready?
June 15, 2020
Secured Lender

TILA and the Right of Rescission: Illinois Adopts One-Year Limitation Period
June 10, 2020
Financial Services

OCC Issues Advance Notice of Proposed Rulemaking Regarding Digital Banking Activities
June 8, 2020
Secured Lender

A Hospital's Bankruptcy Filing Dramatically Changes the Equation for Medical Providers
June 8, 2020
Secured Lender

Indiana Supreme Court Extends Partial Protection of CARES Act Recovery Rebates
May 31, 2020
Secured Lender

Illinois Eviction Moratorium: Relief Extended to Non-Residential Tenants
April 28, 2020
Secured Lender

COVID-19 and Supplemental Proceedings: Illinois Supreme Court Provides Guidance
April 28, 2020
Secured Lender

COVID-19 and the Mortgage Industry: Embracing the Virus on the Legislative and Regulatory Front
April 26, 2020
Financial Services

Paycheck Protection Program and Health Care Enhancement Act Update
April 21, 2020
Secured Lender

Indiana Supreme Court Orders Partial Protection of CARES Act Recovery Rebates Payments
April 20, 2020
Financial Services

Interagency Statement on Loan Modifications and Reporting for Financial Institutions
April 14, 2020
Financial Services

The CARES Act: Provisions Directly Affecting Financial Institutions
March 26, 2020
Financial Services

A Message from Krieg DeVault LLP's Creditors' Rights and Bankruptcy Practice Group on Our Response to the Coronavirus COVID-19 Pandemic
March 23, 2020
Financial Services

NCUA Issues Proposed Rule Allowing Some Credit Unions to Issue Subordinated Debt
January 26, 2020
Firm News and Events

Krieg DeVault Authors Indiana Chapter of The Secured Finance Network Compendium of Secured Finance Law
September 25, 2019
Thought Leadership

New Wave of Overdraft Fee Class Action Suits Targets Indiana Financial Institutions
September 22, 2019
Thought Leadership

Agencies Adopt Final Rule Excluding Community Banks from Volcker Rule
July 11, 2019
Thought Leadership

Is Your Organization in Compliance With IRS Rules on Employer Identification Numbers?
April 29, 2019
Firm News and Events

Maria M. Vladimirova Joins Krieg DeVault's Financial Institutions Practice Group
March 7, 2019
Thought Leadership

Indiana Court Upholds Department of Financial Institutions Ruling on Auto Dealer Electronic Titling Fees
November 1, 2018
Thought Leadership

Indiana DFI Issues Advisory Letter Reinforcing Position on Dealer Convenience Fees
June 7, 2018
Thought Leadership

President Trump Signs Dodd-Frank Reform Into Law Providing Regulatory Relief to Community Banks
May 29, 2018
Thought Leadership

Court Determines Debtor's Correct Name on Driver's License for UCC-1 Financing Statement
March 5, 2018
Thought Leadership

Is Your Website Compliant with the Americans With Disabilities Act?
February 21, 2018
Firm News and Events

Brett J. Ashton to Speak at the 1st American Financial Services Association Law & Compliance Symposium
January 16, 2018
Firm News and Events

Krieg DeVault Adds Associates Chloe Craft, Jacob O’Donnell, and Caleb Perez
October 11, 2023
Firm News and Events

Bryan San Jose Joins Krieg DeVault’s Estate Planning and Personal Services Practice
October 2, 2023
Business

Tips for Negotiating Supply Agreement Terms and Conditions in an Uncertain World
September 27, 2023
Business

Three Minute Update: How Seller Financing Can Get a Deal across the Finish Line
July 18, 2023
Firm News and Events

Krieg DeVault Announces 10 Attorneys as 2023 Indiana Super Lawyers; 9 as 2023 Indiana Rising Stars
February 28, 2023
Firm News and Events

Known By the Successful Company We Keep® - Krieg DeVault Issues Annual Ad Showcasing Transactions from Many of Our Valued and Successful Clients
January 30, 2023
Real Estate

Three Minute Update - Positioning for the Future: Non-Profits and Real Estate
January 10, 2023
Firm News and Events

Partner Brian M. Heaton Elected to Krieg DeVault’s Executive Committee
January 1, 2023
Firm News and Events

Amy L. VonDielingen Joins Krieg DeVault’s Business and Estate Planning Practices
November 28, 2022
Business

Three Minute Update - Positioning for the Future: Due Diligence Throughout the Process of a Deal
October 27, 2022
Firm News and Events

Deborah J. Daniels Named to IBJ Media’s Inaugural Indiana 250 List
July 21, 2022
Estate Planning & Personal Services

Estate Planning for Young Professionals and Families (Podcast)
May 4, 2022
Business

Three Minute Update - Doing a Deal: Practical Considerations Before the Sale of Your Business
April 27, 2022
Krieg DeVault Podcast Series

2022 Deal Landscape: Current Mergers & Acquisitions Market Trends (Podcast)
March 31, 2022
Intellectual Property

Three Minute Update - Day in the Life of a Business: Consulting Agreements and Intellectual Property Considerations
March 2, 2022
Firm News and Events

Krieg DeVault Announces 13 Attorneys as 2022 Indiana Super Lawyers; 6 as 2022 Indiana Rising Stars
February 24, 2022
Secured Lender

Protecting Against Insolvency Risks related to Customers and Suppliers
November 18, 2021
Firm News and Events

Travis D. Lovett Joins Krieg DeVault’s Business, Acquisitions, and Securities Practice
September 15, 2021
Business

Senate Appropriations Committee Votes to Expand Vet Access to Medicinal Cannabis
August 9, 2021
Business

After Months of Waiting, We Finally Have Senator Schumer’s Cannabis Bill…Sort of
July 15, 2021
Health Care

Congress Reintroduces Marijuana Data Collection Act: Reevaluating Federal Marijuana Policy
June 28, 2021
Business

House of Representatives Passes Historic MORE Act to Decriminalize Cannabis at Federal Level
December 4, 2020
Labor and Employment

Unpacking Schrems II: The Demise of the EU-U.S. Privacy Shield
October 20, 2020
Labor and Employment

IRS Issues Guidance Related to President Trump's Memorandum on Social Security Tax Deferral
September 1, 2020
Thought Leadership

PPP Safe Harbor for Loans Under $2M and Helpful Guidance for Loans $2M+
May 12, 2020
Litigation

If Our Company Gets Sued Because of COVID-19, Will We be Covered by Insurance?
May 10, 2020
Education and School Law

IRS Releases FAQs on Tax Treatment of Higher Education Emergency Relief Fund and Emergency Financial Aid Grants under CARES Act
May 10, 2020
Thought Leadership

UPDATED - Paycheck Protection Program: Confirm the Necessity or Return the Funds
May 5, 2020
Thought Leadership

Paycheck Protection Program: Confirm the Necessity or Return the Funds
April 29, 2020
Thought Leadership

SBA Issues Additional Interim Guidance on Paycheck Protection Program Clarifying Treatment of Self-Employment and Partner Income
April 15, 2020
Thought Leadership

Changes to Net Operating Loss Carryback Rules May Provide Opportunities
April 15, 2020
Thought Leadership

IRS Provides Guidance on Process for Claiming COVID-19 Related Payroll Tax Credits
April 2, 2020
Thought Leadership

Comparisons of the Economic Injury Disaster Loan (EIDL) and the Paycheck Protection Program (PPP)
April 1, 2020
Thought Leadership

The CARES Act: Business and Individual Tax Provisions, Charities, and IRS Relief Measures
March 26, 2020
Firm News and Events

David E. Corbitt Named Chair of Krieg DeVault's Public Finance and Municipal Practice Group
January 8, 2020
Firm News and Events

George C. Lepeniotis Joins Krieg DeVault's Business, Acquisitions, and Securities Practice Group as Of Counsel Attorney
December 2, 2019
Thought Leadership

IRS Updates Racial Nondiscrimination Publication Requirement for 501(c)(3) Private Schools
May 15, 2019
Thought Leadership

Is Your Organization in Compliance With IRS Rules on Employer Identification Numbers?
April 29, 2019
Firm News and Events

Corben A. Lee Joins Krieg DeVault's Business, Acquisitions, and Securities and Employee Benefits and Executive Compensation Practice Groups
January 27, 2019
Firm News and Events

Estate Planning Attorney Micah J. Nichols Joins Krieg DeVault's Business, Acquisitions and Securities Practice Group
December 27, 2018
Firm News and Events

Katherine D. Mayberry Joins Krieg DeVault's Business, Acquisitions, and Securities Practice Group
October 29, 2018
Firm News and Events

10 Krieg DeVault Attorneys Named to 2019 Best Lawyers in America Listing
August 14, 2018
Firm News and Events

Partner Brian M. Heaton Named to the Board of Directors of the Indiana Chapter of the Association for Corporate Growth
May 10, 2018
Firm News and Events

Krieg DeVault Partners John B. Baxter and Robert A. Greising Named to Chambers USA 2018 List
May 10, 2018
Firm News and Events

Robert A. Greising and Nicholas J. Anderson to Present at Tax Reform Workshop
February 8, 2018