Heather McPherson

Indianapolis, Indiana

Of Counsel

phone: (317) 692-9000
fax: (317) 777-7417
email: Email Me

Heather McPherson focuses her practice on estate planning, trust and estate administration and individual and fiduciary income taxation. She was named a 2009 Indianapolis FIVE STAR Wealth Manager by Indianapolis Monthly. She is a member of the Stanley K. Lacy Executive Leadership Series, Class VII and is a Distinguished Fellow of the Indianapolis Bar Foundation.

She is a member of the Estate Planning and Probate Sections of the Indianapolis Bar Association, Indiana State Bar Association and American Bar Association, the Indiana University School of Medicine Planning Giving Committee and the Estate Planning Council of Indianapolis. Heather serves on the Advisory Board (past board member) of Dance Kaleidoscope. She is also a member of the Indianapolis Woman’s Club, and a past board member of the Indianapolis Symphonic Choir, Indianapolis Propylaeum Foundation and the Hoosier Salon.

Areas of Practice:: Estate planning; Estate and trust administration; Individual and fiduciary income taxation
Bar Admissions:: Indiana, 1976
Education:: Indiana University School of Law, Indianapolis, J.D., 1976; Honors: Indiana Law Review, Associate Editor; Wellesley College, B.A., 1971

Professional Associations:: American Bar Association; Indiana State Bar Association; Indianapolis Bar Association; Indianapolis Bar Foundation, Distinguished Fellow; Estate Planning Council, Indianapolis
Past Employment Positions:: Taft Stettinus & Hollister LLP (formerly Sommer Barnard PC) 2005-2010; Kortepeter McPherson Hux Freihofer & Minton (formerly Kothe Shotwell Claycombe Hendrickson & Kortepeter) 1976-2005