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J. Gregory Shelley
Profile : Greg Shelley is a partner with Bose McKinney & Evans LLP and a member of the Estate and Business Succession Planning Group and the Business Services Group. Mr. Shelley concentrates his practice in the areas of wills, trusts, estate planning, trust and estate administration, will contests and trust disputes, guardianships, business succession planning and general business transactions. He also regularly represents corporate fiduciaries in trust and estate matters. He is certified as an Indiana Estate Planning and Administration Specialist by the Estate Planning and Administration Specialty Certification Board of Indiana.
Education
Indiana University, Indianapolis (J.D., 1985)
Indiana University (B.A. with honors, 1982)
Appearances / Publications
Mr. Shelley is a regular author, lecturer and moderator at legal education seminars for attorneys and accountants around Indiana. He has participated as chair, speaker or author of the following: "Practical Considerations When Funding Trusts with Real Estate" (ICLEF, 2000); "Focus on Trusts: Raising Red Flags; New Developments and Trends" (IBA Seminar, 2000) "Consequences of State Death Tax Credit Clause - Varying Results SDTCC's Have on Credit Trust Funding" (IBA Seminar, 1999); "Probate Assets: Identification, Valuation & Management Responsibilities" (ICLEF, 1997); "Tips for QTIPing IRAs" (IBA Seminar, 1996); "Family Limited Partnerships" (Hoosier Banker 1996); "Medicaid Update - Post OBRA'93" (IBA Seminar, 1995); "Valuation of Assets and Preparation of Inventories" (ICLEF, 1994); "Funding of Marital & Credit Shelter Trusts with Detailed Examples" (IBA Seminar, 1994); "Marital Deduction Formulae and Funding Clause Alternatives" (Bank One Trust Group Seminar, 1992); "Guardianships and Guardianship Alternatives" (I.B.A. Seminar, 1992)
Appointments / Memberships
Member: Indianapolis (Estate Planning & Administrative Section-Executive Committee, 1992-present, Chair, 2002) and Indiana State (Probate, Trust & Real Property Section) Bar Associations; Estate Planning Council of Indianapolis; St. Luke's United Methodist Church; and American Cancer Society - Great Lakes Division, Inc. (planned giving volunteer consultant).
Honors / Awards
Indiana Super Lawyers 2004 (Indianapolis Monthly).
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