William J. Dale Jr.

William J. Dale Jr.

William J. Dale Jr.

Partner
Location:
Indianapolis, Indiana
Phone:
317-844-7400
Fax:
317-574-9426
Email:

Mr. Dale is a Board Certified Indiana Trust and Estate Lawyer for the Trust and Estate Specialty Board.  He is an attorney, a principal member of the Indianapolis law firm of Dale & Eke, Professional Corporation, and Certified Public Accountant (Inactive).  He received his law degree from Indiana University, Indianapolis Law School .  He has lectured in numerous educational programs on taxation, including programs sponsored by Purdue University, the Indiana Bar Association, the Indiana CPA Society and the then American College of Charter Life Underwriters.  He is the Indiana practice consultant for Matthew Bender's Midwest Transaction Guide, a member of the Board of Reviewers and a contributing author to Matthew Bender's Indiana Estate Planning and Probate Practice, and has contributed articles to various other tax and professional publications.  Mr. Dale is a member of the American, Indiana and Indianapolis Bar Associations (Chairman of Income Tax Section of Indianapolis Bar Association 1991), the Indiana CPA Society and the Estate Planning Council of Indianapolis (President 2008).  In 1985, he was elected a fellow of the American College of Trust and Estate Counsel.  In 1997, he was elected to the American College of Tax Counsel.  He is a Distinguished Fellow of the Indianapolis Bar Foundation and a Fellow of the Indiana Bar Foundation.  He is an Adjunct Professor of Law at the Indiana University School of Law -- Indianapolis , where he teaches a seminar in Business and Estate Planning.  He is listed in Indiana Super Lawyers.

Areas of Practice

  • Business Organizations
  • Estate Planning
  • Probate & Estate Administration
  • Taxation Law

Certified Legal Specialties

  • Certified Public Accountant
  • Certified Estate Planning and Administration Specialist

Bar Admissions

  • Indiana, 1971
  • U.S. District Court Southern District of Indiana
  • U.S. Tax Court

Education

  • Indiana University Robert H. McKinney School of Law, Indianapolis, Indiana
    • J.D. - 1971
  • Oklahoma University
    • B.B.A. - 1964

Classes/Seminars

  • Lecturer, Educational Programs on Taxation, Purdue University
  • Lecturer, Educational Programs on Taxation, Indiana Bar Association
  • Lecturer, Educational Programs on Taxation, Indiana CPA Society
  • Lecturer, Educational Programs on Taxation, American College of Charter Life Underwriters
  • Adjunct Professor, Business and Estate Planning, Indiana University School of Law -- Indianapolis

Honors and Awards

  • Elected a Fellow of the American College of Trust and Estate Counsel
  • Elected to the American College of Tax Counsel, 1997

Professional Associations and Memberships

  • American Bar Association, Member
  • Indiana Bar Association, Member
  • Indianapolis Bar Association, Income Tax Section, Member, 1991
  • Indiana CPA Society, Member
  • Estate Planning Council of Indianapolis, Member

Past Employment Positions

  • Arthur Andersen & Co., Tax Manager