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Indiana Passes Major Probate Legislation

Indiana has recently enacted a comprehensive revision of its probate & trust law.

Here are just a few of the highlights of this legislation:

Creation of a procedure for a testator, or anyone else in possession of an original will, to deposit the will with the clerk of the court for safekeeping.

Enactment of a savings provision for determining the validity of inter vivos trusts executed out-of state.

Differentiation between the capacity a settlor must possess to execute a revocable as contrasted with an irrevocable trust.

Authorization of pet trusts and trusts for specific non-charitable purposes.

Protection of people who rely on the agent’s authority under a power of attorney under specified circumstances.

Codification of the principle of deviation from the terms of a trust.

2005 Ind. Legis. Serv. P.L. 238-2005.