Overview
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.
Related Legal Services
Related Industries
Credentials
Bar Admissions
Indiana
Court Admissions
U.S. District Court for the Northern District of Indiana
U.S. District Court for the Southern District of Indiana
Education
Indiana University Robert H. McKinney School of Law
J.D. Certificate in Corporate and Commercial Law (2023)
Indiana University Kelley School of Business
B.S.B. in Operations Management, Entrepreneurship & Corporate Innovation, and Law Ethics & Decision Making, with distinction (2020)
Leadership & Community
Professional Associations
- Indiana State Bar Association
- Hamilton County Bar Association
- Boone County Bar Association
Honors
- International Legal Honor Society of Phi Delta Phi
No aspect of these recognitions has been approved by the highest court of any state.