Isaac C. Peterson

Estate Planning

Isaac analyzes and develops estate plans for high net worth individuals, and prepares wills, trust agreements and related documents to implement such plans. He builds estate plans that focus on multigenerational planning, and designs trusts to reduce transfer taxes as well as optimize beneficiaries’ interests based on individual circumstances.

He often advises on charitable techniques to achieve clients’ intentions. In addition, Isaac develops and implements succession plans for closely held businesses.

Estate & Trust Administration

Issac represents individual and corporate executors and trustees in estate settlement and administration of trusts and guardianships, including the preparation of federal and state tax forms.

He advises on the opening, administrating, and distributing of large and complex estates. Issac also reviews and analyzes existing irrevocable trust agreements, and develops and implements plans to modify trust agreements via mergers, decanting, and court proceedings to address changed circumstances among trustees and beneficiaries.

Prior Experience

Isaac served as an associate attorney at a prior Indiana-based firm serving clients in estate planning, probate and trust administration before joining the Faegre Drinker team. Before beginning his legal career, Isaac had the unique experience of working on Capitol Hill in Washington, D.C., for a U.S. congresswoman for Indiana's 5th congressional district.

Personal Interests

In his free time, Isaac enjoys traveling with his wife Bailee, attending church, playing soccer, eating at local restaurants and attending concerts. Isaac is a devoted U.S. Soccer, Indiana Hoosiers, Colts, Pacers and Indy 11 fan.