Tag Archives: Harrison & Moberly

Working with Fantastic People

I work with great people!  Harrison & Moberly is comprised of a team of talented, smart, and caring individuals.  Most of our staff have been with us for decades.  It’s an incredible place to work.

I was reminded of this fact this morning, when I found a pile of thick, extra-long scarfs knitted by our long-time legal assistant, Janice Collins.  Janice – a knock out litigation assistant — told me she just has to keep busy in the evenings, and so knits away.  She recruited H&M tax and estates lawyer, Fred Scott, to pass out these scarfs to homeless people on his daily walks to Court. 

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ILN Today Post

Firm’s Business Chair Elected to Executive Committee of IndyBar Sportslaw Section

David Williams Russell, Chair of the Business Services Group of Harrison Moberly, LLP, has been elected to the Executive Committee of the Sports and Entertainment Law Section of the Indianapolis Bar Association. Mr. Russell has over 30 years practice experience representing clients in sports, arts and entertainment law matters.

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A Celebrity’s Daughter’s Death and Estate Planning for Young Adults

A few weeks ago, I wrote about the importance of having your now adult child get his or her estate planning documents prepared.  The idea may seem unnecessary at first blush — your now 18 year old (or twenty-something) “adult” child has just reached the legal age of adulthood and likely has yet to accumulate significant assets.  He or she may in many ways seem still like a child to you, and not yet ready for important adult documents.  However, under the law, they are adults, and you are no longer their default decisionmaker nor are you automatically granted access to your adult child’s medical records.  This is an important time for your child to designate whom he or she wishes to make these types of decisions.

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ILN Today Post

H&M elects new Managing Partner

LISA M. ADLER was recently elected Harrison & Moberly’s new Managing Partner.  Long-time Managing Partner,STEPHEN E. ARTHUR, is transitioning the firm’s management to Ms. Adler, effective July 1, 2015.  Ms. Adler has been involved with the management of the 65 year old firm for several years and will continue the firm’s vision of a progressive and innovative law firm, with a focus on exceeding client expectations.  Ms. Adler practices in the areas of estates, trusts, and probate litigation.

Harrison & Moberly is one of Indianapolis’s oldest firms, founded in 1950.  It is a general practice firm, with attorneys practicing in the areas of civil litigation, real estate, business services, insurance, construction, bankruptcy & debtor-creditor relations, estate planning and wealth transfer, and taxation. More…

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Health Care Representatives for Minor Children

It’s the stuff of parents’ worst anxieties when headed out of town for business or vacation, leaving their minor children at home in the care of a friend of family — their child is injured or becomes sick in their absence. Imagine, leaving with your spouse on a long-planned vacation, many states away or even out of country, leaving your children safely in the care of beloved grandparents. But, life happens, and one child breaks his arm at baseball practice, while you are thousands of miles away and cannot immediately return home. Grandma takes your son to the hospital, where all but necessary emergency treatment is denied because Grandma does not have legal authority to grant treatment on behalf of your minor child. You call the hospital in attempt to authorize treatment, but unfortunately, the hospital will not accept your verbal authorization, requiring a written authorization, properly executed and witnessed. After many phone calls, a faxed authorization form, and locating witnesses in your hotel lobby, hours after the accident you occurred, you finally get the documentation required by the hospital to proceed with treating your son. Unfortunately, I have heard first-hand stories of a real life occurrences of this very scenario.

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My Child is 18 Years Old!

Having a child attain the age of 18 brings with it the legal age of majority and autonomy in her decisionmaking.  One aspect of this age of “adulthood” that may not be readily apparent to both the now-adult child and her parents is the immediate loss of the parents’ ability to serve as a decisionmaker.  Simply stated, as the “child” is now an adult, the young adults’ parents no longer have access to and ability to serve as a financial or medical decisionmaker for their child.  As this article explains, this can have serious implications in the case of an adult child who becomes incapacitated for any reason — illness or accident — even of a temporary nature.  Well planned parents and their adult children should consider getting, at a minimum, incapacity planning documents in place, which includes an Appointment of Health Care Representative and Power of Attorney document.

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Estate Planning for Parents of Young Children

This is a topic of much passion for me.  Estate planning is a necessary protection for all parents with minor children.  Yet, national surveys reveal that less than 40 percent of Americans with children under the age of 18 have their estate planning documents in place.  (LexisNexis 2011 EZLaw Survey).

As a parent with young children myself, I understand that it may seem impossible to find the time to meet with a lawyer and get estate planning documents in place.  Life is busy!  Estate planning often seems like something that can wait to another, less hectic time.  Or, some parents, especially those with young children and just beginning their careers, feel that they have not yet accumulated sufficient assets to warrant the need for such a plan.  And, if I’m being honest, although I personally find estate planning to be a topic of great interest, most people do not particularly enjoy the topic or find it unsettling.  Who wants to talk about planning for death?

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ILN Today Post

Russell Awarded “The Steve” by The Nationalities Council of Indiana

On Saturday, November 22, 2014, at its annual International Festival held at the Indiana State Fairgrounds in Indianapolis, The Nationalities Council of  Indiana, on behalf of its over 50 nationalities group members, presented its highest award, “The Steve,” to David Williams Russell, an attorney with the Indianapolis law firm Harrison & Moberly, in recognition of his many years of volunteer service to the international communities of Indiana. More…

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ILN Today Post

Theising Co-Authors Chapter of Book on Construction Law

Harrison & Moberly attorney David J. Theising was the co-author of a chapter for a construction law book just published by the American Bar Association Forum on the Construction Industry.  The book, a reference work entitled CONSTRUCTION SUBCONTRACTING, is a comprehensive practical and legal guide for construction attorneys who work with specialty trade contractors, subcontractors, and material suppliers.  Mr. Theising co-authored the chapter of the book on “Indemnity.”  He is the former chair of the Division on Insurance, Surety & Liens of the ABA Forum on the Construction Industry, a past chair of the Indiana State Bar Association Section on Construction & Surety Law, and has authored numerous published articles on construction and government contracts law. More…

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Trust and Estate Practice Chair Appears on Indy Style to Discuss the Starkey Awards

Martha (“Marti”) T. Starkey, Equity Partner and Chair of the Trust and Estate Practice at Harrison & Moberly, appeared on WISH TV’S INDY STYLE ON MARCH 31, 2014.  Marti is the founder of the Starkey Entrepreneurial Woman Awards.  Harrison & Moberly sponsors the annual Awards.  This year’s Awards Breakfast will be held at the Eiteljorg Museum on Friday, May 9, 2014.    Marti was interviewed on Indy Style along with the 2012 Starkey Awards Winner, Kate Bova Drury, owner of The Flying Cupcake Bakery.  You can nominate a female entrepreneur HERE.

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