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Lisa M. Adler

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Indianapolis, IN

Harrison & Moberly, LLP
10 West Market Street, Suite 700
Indianapolis, IN 46204
Phone: 317-639-4511
Fax: 317-574-6046
Selected to Super Lawyers: 2021 - 2022
Selected to Rising Stars: 2009 - 2016
Licensed in Indiana Since: 2004
Practice Areas: Estate Planning & Probate, Estate & Trust Litigation, Business/Corporate
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Attorney Profile

Lisa M. Adler is a partner at Harrison & Moberly, LLP, located in Indianapolis, Indiana. She focuses her practice on estate planning, wills and trusts, incapacity planning, estate and trust administration, probate and trust litigation, and disputes.  Ms. Adler is a Board Certified Indiana Trust and Estate Lawyer, as certified by the Trust and Estate Specialty Board.

With over 17 years of legal experience, Ms. Adlerstrives to provide personalized approaches for each client’s unique case. She seeks to keep her clients informed throughout the legal process and makes legal concepts clear and comprehensible.

Ms. Adler has a Bachelor of Science degree from the Indiana University and graduated with highest distinction. She is a Morris K. Udall Scholar and a Chancellor’s Scholar. Graduating cum laude, she obtained her Juris Doctor from the Indiana University Maurer School of Law.

Active in the legal field, Ms. Adler is a member of the Indianapolis Bar Association’s Estate Planning & Administration Section’s executive committee and Indiana State Bar Association’s Probate, Trust & Real Property Section’s Probate Review Committee. She is also affiliated with the American Bar Association’s Real Property, Trust and Estate Law Section.

While in law school, Ms. Adler was the executive editor for the Indiana Law Journal and was a Forest E. Jump Memorial Scholar. She has lectured at several legal platforms and continuing legal education programs. Ms. Adler is a graduate of the Indianapolis Bar Association’s Bar Leadership Series VI and has a certificate of business administration from the Butler University’s Executive Education for Lawyers program.

With an aim to give back to her community, Ms. Adler has served as attorney volunteer at the IndyBar Low Asset Wills Program and the IndyBar Hospice Program. She is a past board member of the Indianapolis Public School CFI School 27’s Parent Teacher Student Association.

Ms. Adler is admitted to practice in Indiana, the U.S. District Court for the Northern District of Indiana and the U.S. District Court for the Southern District of Indiana.  Ms. Adler is named a “Distinguished Fellow” by the Indianapolis Bar Foundation and has a “Superb” rating on Avvo.

Practice Areas
  • 50%Estate Planning & Probate
  • 40%Estate & Trust Litigation
  • 10%Business/Corporate
Focus Areas

Estate Planning, Guardianships & Conservatorships, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills, Will Contests

Selections

2 Years Super Lawyers
8 Years Rising Stars
  • Super Lawyers: 2021 - 2022
  • Rising Stars: 2009 - 2016

About Lisa M. Adler

First Admitted: 2004, Indiana

Professional Webpage: https://harrisonmoberly.com/attorneys/lisa-m-adler

Other Outstanding Achievements

  • Graduate, Indianapolis Bar Association's Bar Leadership Series VI
  • Certificate of Business Administration, Butler University, Executive Education for Lawyers, 2015

Honors/Awards

  • Named an Indiana Super Lawyer, 2021
  • Named an Indiana Super Lawyers Rising Star, 2009 – 2016
  • The Indianapolis legal community thrives because of the dedication of many esteemed individuals who, using their unique talents, work together to advance justice and lead positive change. Each year the Indianapolis Bar Foundation honors such lawyers for their dedication to the law by bestowing on them the designation of Distinguished Fellow and Distinguished Life Fellow. Candidates to become an IBF Distinguished Fellow must have a long record of service, have an exemplary standing, and have made exceptional contributions to the Indianapolis legal community. Distinguished Life Fellows extend the commitment that they first made as Distinguished Fellows through continued support of the IBF. As fellows, members of these esteemed groups are not only recognized for their stature and contributions to the profession, but are also given access to special fellows-only service events and are eligible to vote on the recipient of the IBF’s annual Impact Fund Grant, Distinguished Fellow, Indianapolis Bar Foundation, 2018

Bar/Professional Activity

  • Indiana State Bar Association, Probate, Trust & Real Property Section & Elder Law Section
  • Certificate of Business Administration, Butler University, Executive Education for Lawyers, 2015
  • American Bar Association, Real Property, Trust and Estate Law Section
  • District Courts for the Northern and Southern Districts of Indiana, 2004
  • Indiana, 2004
  • Executive Committee, Estate Planning and Administration Section, Indianapolis Bar Association
  • Probate Review Committee, Probate Trust & Real Property Section, Indiana State Bar Association

Educational Background

  • Certificate of Business Administration, Butler University, Executive Education for Lawyers, 2015
  • Indiana University – Bloomington, B.S., highest distinction, 1998 Chancellor’s Scholar; Morris K. Udall Scholar

Pro bono/Community Service

  • Attorney Volunteer, IndyBar Hospice Program, 2017
  • Past Board Member, Indianapolis Public School CFI School 27, Parent Teacher Student Association
  • Volunteer, East/Central Marion County Girl Scouts Service Unit
  • Girl Scouts Troop Leader (Cadettes), Indianapolis Public School, CFI School 27
  • Attorney Volunteer, IndyBar Low Asset Wills Program
  • Graduate, Indianapolis Bar Association’s Bar Leadership Series VI
  • Girl Scouts Troop Leader, IPS School 27
  • Board Member, IPS CFI School 27, Parent Teacher Student Association

Scholarly Lectures/Writings

  • Trusts contests can occur for a variety of reasons, from difficult family relationships to poor planning for unique assets. In this CLE, I identified common “red flags” that arise in working with estate planning clients. This presentation included an overview of planning with trusts, a discussion of the common reasons for trust contests, and an overview of trust contest procedure. I discussed questions to ask your clients and a “toolbox” to utilize in trust planning matters, Speaker, Trust Contests: How to Avoid One and What to Do if You Can't, Indiana State Bar Association, Solo and Small Firm Conference, 2021
  • Guest Lecturer, Indiana University McKinney School of Law, Animal Law course, 2018 – 2021, Guest Lecturer, Estate Planning concerns for pet owners, Indiana University McKinney School of Law, Animal Law course
  • Chair of half-day CLE for practitioners on how to best establish a client plan when clients have assets in multiple jurisdictions., Chair, Estate Planning with Assets in Multiple Jurisdictions, Indiana Continuing Legal Education Forum, Law, Estate Planning, 2019
  • Speaker in the ethics portion of this Continuing education program, Speaker, How to Avoid Probate – But Should You?, Indiana Continuing Legal Education Forum, 2019
  • Written materials and presentation on digital estate planning, with a particular focus on the needs of the farming community, including estate planning with agricultural data and digital information, Presenter, A Digital Afterlife? Estate Planning for Your Digital Assets, Estate & Succession Planning for the Family Farm, Indiana Agricultural Law Foundation, Agriculture; Estate Planning, 2018
  • Speaker, Digital Assets in Estate Planning: An Update Following Recent Law Changes, Indiana Continuing Legal Education Forum, 2017
  • Speaker, Digital Assets in Estate Planning & At the Death of a Client, Indiana Continuing Legal Education Forum, 2016
  • Speaker, Practice Tips to Avoid Litigation, Protect Fiduciaries, and Maintain Family Harmony in the Implementation and Execution of Long-Term Care Plans, Elder Law Institute, 2016
  • Speaker, Practical Estate and Probate Administration: Small Estate Administration and Insolvent Estates, Indiana Continuing Legal Education Forum, 2016
  • Co-Author, Striking a Balance Under the New Uniform Power of Attorney Act, Estate Planning magazine, 2008
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Office Location for Lisa M. Adler

10 West Market Street
Suite 700
Indianapolis, IN 46204

Phone: 317-639-4511

Fax: 317-574-6046

Last Updated: 5/15/2022

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