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Publications

George N. Bewley, Jr.

Agreements With Key Employees and Benefit Programs, ICLEF Counseling Indiana Business, 1981

Retirement Plan Distributions, ICLEF Indiana Taxation Manual III, 1986

ERISA, COBRA, REA, ICLEF Estate Planning for Aging Client, 1989

ESOP Fiduciary and Corporate Governance Issues, ICLEF Employee Stock Ownership Plans, 1990

Qualified Plan Death Benefits and Estate Planning, Res Gestae, 1990

Avoiding Probate, ICLEF Estate Planning, 1991

Creation of a Guardianship, ICLEF Legal Issues for Incapacitated Persons, 1992

Estate Planning for the Closely Held Business, ICLEF Estate Planning for Larger Estates, 1993

Why Use a Trust? Tax and Non-Tax Considerations, ICLEF Basics of Trusts, 1994

Non-Qualified Deferred Compensation and the Business Owner, Res Gestae, 1994

Estate Planning and Administration With Qualified Plans and IRAs, ICLEF Probating the Estate of Professionals/Executives, 1995

Retirement Benefits in Estate Planning, ICLEF Advanced Estate Planning, 1996

Funded Living Trusts: Solution or Problem, ICLEF Understanding & Using Trusts in Indiana, 1998

Estate Planning, ICLEF Ixtapa, Mexico, 1999

Chair: ICLEF Planning Your First Will/Living Trust Under $675K, 2000

Estate Planning and Administration Update, ICLEF 2000 Year In Review, 2000

The Ethics of Returns & Audits, ICLEF Estate Tax, Valuation & The IRS, 2002

Chair: ICLEF Un"trust"worthy Non-Probate Transfers, 2005

Recent Developments in Estate Planning, ACBA, 2006

Marital Deduction, ICLEF Advanced Estate Planning Masters Roundtable, 2008

Charitable Lead Trusts, Planned Giving Council of Northeast Indiana, 2009

Estate Planning Traps and Tips, Life Underwriters, 2011

Farm Estate Planning, Peoples Federal Savings Bank, 2012

Farm Succession Planning, Midwest Farm Expo, 2012

James Koday

Practical and Tax Aspects of the Irrevocable Life Insurance Trust, Res Gestae, March and April 1980

Federal Estate Tax Return, ICLEF, 1982

Federal Income Tax Aspects of Buying and Selling Real Estate, ICLEF, 1983

Claims, ICLEF, 1984

Living Will Act, ICLEF, 1986

Tax Reform Act of 1986, ICLEF, 1987

Estate Planning, ICLEF, 1988

Estate Planning for the Aging Client, ICLEF, 1989, Chairman

How to Plan a Lawyer's Estate, ICLEF, 1990

Uniform Rule Against Perpetuities Act, ICLEF, 1991

Generation Skipping Tax, ICLEF, 1992

Estate Planning for Larger Estates, ICLEF, 1993, Chairman

Basic Will Drafting, ICLEF, 1995, Chairman

Hot Estate Planning Techniques, ICLEF, 1997

Recent Developments in Probate/Estate Law, ICLEF, 1999

Discounted Gifts, ICLEF, 2000

Charitable Lead Trusts, ICLEF, 2001

Estate Tax, Valuation, & IRS, ICLEF, 2002, Chairman

Fiduciary Income Tax, ICLEF, 2006, 2007 & 2008

Generation Skipping Tax, Fort Wayne Estate Planning Council, 2009

Estate Planning, ICLEF, 2010

Simple Charitable Gift Instruments, Planned Giving Council of Northeast Indiana, 2012

Contact:

Bewley & Koday, LLP
110 West Berry Street, Suite 2006
Fort Wayne, IN 46802
Phone: 260-424-0566
Fax: 260-423-1325
jkoday@bewleykoday.com
gbewley@bewleykoday.com
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