About Polly Dobbs
If you own a family farm or family business and haven’t yet implemented plans to pass your assets on to the next generation, a complicated and potentially explosive process awaits your heirs. Hurt feelings. Excessive taxes. Inadequate protection of assets. Polly is experienced in matters relating to estate planning and wealth transfer, and she is available to help.
As the owner of Dobbs Legal Group, LLC, Polly focuses her practice in estate and wealth transfer planning, and business succession planning. Polly’s Bachelor’s degree is from Ball State University. She received a Master of Business Administration degree from the Kelley School of Business, and a Doctor of Jurisprudence degree from Indiana University Robert H. McKinney School of Law.
Polly’s passion lies with helping family-owned farms and closely held businesses achieve a smooth succession. Having grown up on a farm, she understands the unique issues facing farm families. She has extensive experience in farm succession planning, and is knowledgeable in the complexities and tax implications of estate planning for those with closely held businesses and high net worth estates.
Polly helps clients to efficiently transfer their assets to the next generation in a way that promotes family harmony and addresses their specific goals, while treating family members fairly, even though not necessarily equally.
She uses many sophisticated estate and gift planning strategies while working with her clients to achieve wealth preservation, understand probate and trust administration, give federal and state tax advice, and with matters relating to business organization, business succession planning, and general business and corporate transactions.
Polly is a member of the Farm Journal Legacy Project Advisory Team. She is a member of the Indiana State Bar Association and the Miami County Bar Association. Her civic and charitable involvements include serving as a member of the following Boards: Miami County Economic Development Authority, Indiana State Museum and Historic Sites, Dukes Healthcare Foundation of Miami County, Ball State University Philanthropic Advisory Council, the Planned Giving Subcommittee of Alpha Chi Omega Foundation, Finance Council of St. Charles Borromeo Catholic Church in Peru, Indiana, and St. Bernard Catholic School in Wabash, Indiana.
In 2012, Polly was nominated by her peers and selected by a committee of local business leaders as a representative member of Indy’s Best and Brightest professionals. This group honors 100 of Central Indiana’s outstanding young professionals, age 40 and under, making their mark in their industries.