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.

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.