Brian A. Eagle
Brian A. Eagle is a nationally recognized attorney, educator, author, and wealth strategy consultant. He is a member of the WealthCounsel and an Instructor at and Founder of the Eagle Wealth Planning Institute. Together with his colleagues he is a co-author of the highly acclaimed books: Legacy, Plan, Protect & Preserve Your Estate, 1996, Esperti Peterson Institute; Generations, 1998, Esperti Peterson Institute; Strictly Business – Planning Strategies for Privately Owned Businesses, 2002, Quantum Press; and Estate Planning Strategies, Collective Wisdom Proven Techniques, 2009, Wealth Builders Press, LLC. He has also published numerous articles as well as lectured on various topics, including ESOPs, business, tax, and estate planning.
Brian is a graduate of Indiana University (B.S. Accounting, 1986) and Hofstra University (J.D. 1990). He is admitted to practice in the states of New York, Connecticut, Illinois, and Indiana. Brian is the Indianapolis, Indiana founder and managing attorney of the law firm, Eagle & Fein which was launched in 1992. He is a co-founder of both Legacy Administration Services, a company focusing on estate planning administration, and Inheralink®, an estate planning client portal. Brian passed the Certified Public Accountant Examination in 1988. He is a member of the Indianapolis, Indiana State, and American Bar Associations.
Brian is currently a member of the Central Indiana Community Foundation’s Cornerstone Advisory Council and previously a member of their Professional Leadership Council. In November 2000, Brian received the Professional Partners in Philanthropy Award from the Central Indiana Community Foundation, in recognition of his service to the foundation.
Brian served as student manager of the Indiana University Men’s Soccer Team from 1983-1986. In 1996, he received the Jerry Yeagley Lifetime Achievement Award and the Indiana Youth Soccer Association Presidents Award for outstanding contribution to youth soccer in Indiana.
Brian resides in Fishers, Indiana with his wife, Kellie, and they are the proud parents of their son, Zachary.
Elizabeth Lambert
elambert@inheralink.com
Elizabeth is Co-Founder and Chief Operating Officer for Inheralink. She has been with the Eagle & Fein, P.C. family of companies since January 2005. Elizabeth has over 18 years of experience within Estate Planning Law Firms and held various roles at the law firm Eagle & Fein before transitioning to Inheralink. Elizabeth graduated from Huntington University (Huntington, IN) with a B.S. in Business Management.
Elizabeth currently resides in Kentucky with her husband, Travis, and their three boys. She volunteers with her boys' school and sports teams. In her spare time she loves to spend time with her boys and cheer them on in their various sports, travel, and drink coffee.