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Profile
Dan Yates is a partner in the Estate and Wealth Transfer Planning Group. Dan counsels families, business owners, corporate executives and other individuals and businesses to formulate and achieve financial objectives. He provides clients with counsel regarding taxation, probate, philanthropic giving and other estate planning or business succession planning issues. Dan has practiced law since 1973 and is a Board Certified Indiana Trust & Estate Lawyer, certified by the Trust & Estate Specialty Board. He also is a fellow of the American College of Trust and Estate Counsel (ACTEC). He is extremely involved in many additional professional, civic and charitable organizations, and has received various awards, both for his professional qualifications and for his commitment to the community.
Education
Indiana University Maurer School of Law – Bloomington (J.D., 1973)
Indiana University (MBA., 1973)
Indiana University (A.B., 1969)
Honors / Awards
Best Lawyers® 2014, 2019 Indianapolis Non-Profit / Charities Lawyer of the Year; The Best Lawyers in America® (2008-2023); Indiana Super Lawyers® 2011-2022 (Estate Planning & Probate); AV® Peer Review rated by Martindale-Hubbell; Indiana University Presidents Circle (2018); IUPUI Herron School of Art and Design Spirit of Philanthropy Award (2016); FIVE STAR Best in Client Satisfaction Wealth Manager Award (2013, 2012, 2009, 2008); Dean’s Advisory Council, Indiana University Herron School of Art and Design (2010); Indiana Lawyer‘s “Leadership in Law” Distinguished Barrister (2010); Distinguished Fellow of the Indianapolis Bar Association Award (2009); Princeton Premier Business Leaders & Professionals Award (2009); co-chair of Indianapolis Symphony Orchestra Gala on September 26, 2009; Worth’s Top 100 Attorneys in the Nation (2006-2009); Indiana University School of Law – Bloomington, Distinguished Service Award (2006); Strathmore’s Who’s Who; Marquis Who’s Who (2008); Top Lawyers in America by Indiana Business Magazine (2008); The National Registry of Who’s Who; Outstanding Lawyers of America; Fellow, Indiana Bar Foundation; Volunteer Fundraiser of the Year presented by the Association of Fundraising Professionals (2007); Partner in Philanthropy Award sponsored by the Central Indiana Community Foundation, Inc.; Seton Society of the St. Vincent Foundation
Appointments / Memberships
Professional Memberships: The American College of Trust and Estate Counsel (fellow); Former Member, Indianapolis Bar Association (Estate Planning and Administration and Taxation Sections); Indiana State (Probate, Trust and Real Property Section) Bar Association; Estate Planning Council of Indianapolis; Planned Giving Council of Indianapolis (Board of Directors); Indiana Bar Foundation (fellow); National Committee on Planned Giving; Phi Alpha Delta
Civic and Charitable Activities: University of Indianapolis (Board of Trustees); Indiana University Herron School of Art (Advisory Board); Indiana University Center on Philanthropy (Board of Visitors); Eiteljorg Museum of American Indians and Western Art (Board of Directors, chairman of the Planned Giving Council, Executive Committee); Indianapolis Symphony Orchestra (Board of Directors, chairman of the Planned Giving Committee); Indianapolis Zoo (trustee, Advisory Board, Planned Giving Committee); The Children’s Museum of Indianapolis (Board of Trustees, chairman of the Planned Giving Council); Newfields (Board of Trustees); St. Vincent Hospital Foundation (Board of Directors and secretary); Central Indiana Community Foundation, Inc. (chairman of Asset Development Committee, Professional Advisor Leadership Council, past Board of Directors member and secretary); Legacy Fund Community Foundation (past chairman, member of the Board of Governors); Indiana University Center on Philanthropy (Indiana Philanthropy Council); Indiana University School of Medicine (Planned Giving Committee); Indianapolis-Marion County Public Library Foundation, Inc. (Planned Giving Advisory Board); Noble of Indiana (Planned Giving Advisory Board); Hoosier Art Salon (Board of Directors); D. J. Angus-Scientech Educational Foundation, Inc. (Board of Directors); Second Presbyterian Church (elder); Second Presbyterian Church Endowment Fund (counsel); Indiana University College of Arts and Sciences/Graduate School Alumni Association (past president); Day Nursery Foundation, Inc. (past Board of Directors member); American Lung Association of Indiana (past Board of Directors member)
Business and Social Organizations: Rotary Club of Indianapolis; Economic Club of Indianapolis; Scientech Club of Indianapolis, Inc. (past president and member emeritus); Contemporary Club of Indianapolis (Board of Directors); Indiana Society of Chicago; 500 Festival Associates; Maxinkuckee Yacht Club; Hillcrest Country Club; Columbia Club
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