Philip A. Wagler
Trusts and Estates
Trusts and Estates
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Phil Wagler focuses his practice in the area of estate planning and administration where he assists clients with federal and state taxation, wills and trusts, probate matters and estate administration. He also works with business owners on succession planning and transactions including valuation issues and buy-sell agreements. Phil Wagler focuses his practice in the area of estate planning and administration where he assists clients with federal and state taxation, wills and trusts, probate matters and estate administration. He also works with business owners on succession planning and transactions including valuation issues and buy-sell agreements.
Recognized in Best Lawyers since 2022
Barbara Howard
Our family needed to navigate the complex transition of our multi-generational manufacturing business while ensuring tax efficiency and family harmony. Phil Wagler was instrumental in making this a reality. His deep knowledge of closely held companies and estate administration was immediately apparent. He didn't just draft documents; he took the time to understand our unique dynamics and long-term goals. Phil crafted a comprehensive plan involving wills, trusts, and a detailed buy-sell agreement that addressed both federal and Indiana state tax implications. His recognition in Trusts and Estates is well-deserved. Throughout the 15-month process, his professionalism and ability to explain intricate legal concepts in clear terms were invaluable. We now have a seamless succession plan in place, giving our entire family tremendous peace of mind. I cannot recommend his services highly enough.