Beth Burger Email & Phone Number

M. Beth Burger has concentrated her practice in the areas of estate planning, elder law, trust, estate and guardianship administration, special needs planning for disabled or elderly individuals, and business law. She guides her clients through the process of choosing the most appropriate options for preserving and transferring to future generations the assets they have accumulated during their lives, with the ultimate objective of passing those assets to her clients' family members and other chosen beneficiaries in the manner and under the terms her clients feel are most desirable, while taking into consideration the applicable laws and associated tax consequences. She is proactive in helping clients and their families navigate the complex areas of planning for possible incapacity, minimizing death taxes, and protecting assets from such risks of loss as creditors, divorce, undue influence, and long-term care needs. When incapacity or death occurs, Beth stands ready to work with and guide those responsible for stepping in, whether under a power of attorney, guardianship, estate, or trust administration situation. Beth was among the first Indiana attorneys to be certified as a specialist in estate planning and administration by the Indiana Estate Planning and Administration Specialty Certification Board.Beth often works with clients who are business owners, and she assists with the succession of the ownership and management of the business to future generations, as well as the general legal needs of the business itself. She finds that her practice and experience in both estate planning and business law complement each other well, enabling Beth to provide more comprehensive legal services and advice to her individual clients who are also business owners. Where special needs planning is required, Beth assists clients who wish to leave an inheritance for disabled loved ones without causing ineligibility for needs-based government benefits, and she helps disabled clients to maintain eligibility for government benefits while preserving assets received through such things as gift, inheritance, or personal injury settlements.

Listed skills include Estate Planning, Trusts, Estate Administration, Elder Law, and 1 others.