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Lisa Glenn

Partner

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Professional Experience

Lisa M. Glenn is a partner in Woods, Weidenmiller, Michetti, Rudnick & Galbraith, PLLC’s Indianapolis and Naples offices. She is admitted to practice in both Indiana (2000) and Florida (2009), and she enjoys representing clients in both states. Lisa is also admitted to practice before the U.S. Tax Court. Lisa began her professional career as a Certified Public Accountant, and she gained valuable experience working in the tax department of a large and well-respected Indiana accounting firm. After switching to the practice of law, Lisa represented taxpayers before the Internal Revenue Service, Indiana Department of Revenue and local Indiana taxing authorities, in addition to representing clients in the areas of estate and business planning, and trust and estate administration. Lisa now focuses her entire practice on representing clients in both Indiana and Florida on estate and business succession planning, and trust and estate administration matters. 

Areas of Concentration 

  • Estate Planning
  • Trust Formation and Administration
  • Probate
  • Trust, Estate and Probate Litigation
  • Estate and Gift Tax

Professional

  • Partner, Woods, Weidenmiller, Michetti, Rudnick & Galbraith, PLLC – Present
  • Partner, Krieg DeVault, LLP, 2002 to 2017, Indiana and Florida
  • Certified Public Accountant, 2000, Inactive Status

Seminars and Presentations

“Making Florida Your Primary Residence:  Tax Advantages You Need To Know”

“Managing Fiduciary Risks”

“Ethical Considerations for the Estate Planning Paralegal”

“Irrevocable Life Insurance Trusts”

“Core Estate Planning Issues”

“The Basics of Drafting Wills and Trusts in Indiana”

“Intestate v. Testate Succession”

“Family Business Succession Planning”

“The Advantages of Florida Residency”

“The 2010 Tax Act, Dynasty Trusts and Other Hot Topics in Estate Planning”

Community Involvement

  • Shepherd’s Center of Hamilton County, Board of Directors and Treasurer – 2015-2017
  • Co-Director Annual Halloween Howl to Benefit Local Charities - 2007-2017
  • Riley Children’s Foundation Women’s Network Advisory Group (Former Member)
  • Co-Captain Light the Night Walk to Benefit the Leukemia and Lymphoma Society – 2009-2011
  • Dayspring Center, Inc. - Family Homeless Shelter – Finance and Development Committees – 2003 -2009

Personal

Lisa was born in Indianapolis, Indiana, but currently spends considerable time in both Indiana and Florida.  Lisa enjoys spending time with her beautiful daughter, Ashley, and son-in-law, Matthew, as well as her partner, Bill, and both of their families.

 

 

 

 

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