Allen County Estate Tax Planning Attorneys
Bewley & Koday, LLP, offers complex estate planning advice and services to individuals, families and business owners throughout northeast Indiana. We have working knowledge developing high-level estate tax minimization strategies for people with large estates and complex asset holdings. We also create all types of trusts to accomplish specialized purposes.
Gift, Estate, Generation Skipping and Inheritance Tax Minimization
Bewley & Koday, LLP, has extensive experience in the field of estate planning and estate tax minimization. Our attorneys are fully conversant with applicable gift, estate, generation skipping and inheritance tax law, and work diligently to develop the legal vehicles that can minimize both federal and Indiana inheritance taxes. Our firm also provides advice and services to help business owners transition their enterprises to the next generation.
George N. Bewley, Jr. and James Koday have written extensively on estate planning topics. Both attorneys have been Board Certified in Trusts and Estates by the Indiana Trust and Estate Specialty Board. They are recognized throughout northeast Indiana for their abilities and acumen in complex gift, estate and generation skipping tax planning.
Trusts & Strategies
Our firm has significant experience in creating trusts and devising strategies to accomplish all types of objectives. Some of the trusts and strategies we use regularly include:
- Living trusts
- Grantor retained annuity trusts
- Sales to grantor trusts
- Qualified personal residence trusts
- Limited liability companies
- Generation skipping and dynasty trusts
- Special use valuation for farmers
- Charitable remainder and lead trusts
- Gifting strategies
- Irrevocable life insurance trusts
- Special needs trusts
Many different trust options are available to accommodate virtually any need. A Fort Wayne trust attorney at our firm can recommend and implement the right solution for you.
To schedule a consultation with a lawyer about an estate tax planning or trust matter, contact Bewley & Koday, LLP.
