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Calendar

9/30/2016
Ethics, Remote Networks, the Cloud, Smartphones & Working from Anywhere (Telephone)

10/3/2016
Fantasy Supreme Court League 2016 (Webinar)

10/4/2016
Indemnification Provisions in Contracts (Telephone)

2016 Advanced Estate Planning Institute
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7/14/2016 to 7/16/2016
When: Thursday, July 14 - Saturday, July 16, 2016
6:00 PM, Thursday, July 14 - 1:15 PM, Saturday, July 16
Where: The Stanley Hotel
333 E Wonderview Ave
Estes Park, Colorado  80517
United States

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Presented by the NSBA Real Estate, Probate and Trust Law Section.

Who says you can't combine work and play?  Bring you whole family! The Stanley Hotel is located just minutes away from Rocky Mountain National Park and other Colorado treasures.


MCLE Accreditation
*Nebraska MCLE Activity #119148. 10 CLE hours, including 2 hours Ethics.  (Regular/Live credit)
*Iowa MCLE Activity #214009. 10 CLE hours, including 2 hours Ethics.  (Regular/Live credit)
*Wyoming accreditation approved
Colorado CLE Accreditation Approved.
11 general hours, including 2.4 hours ethics.

Our block of rooms at the Stanley Hotel has sold out, but the hotel still has a few rooms available. They also recommended the nearby Haber Motel and Discovery Lodge. Estes Park is very busy this time of year, so we recommend making hotel reservations ASAP. 

Registration Fees

Early Bird Registration (Before May 31, 2016)

$500 - NSBA dues-paying member
$675 - Regular Registration

After May 31, 2016
$600 - NSBA dues-paying member
$800 - Regular Registration

Optional Fees
$45 - Attending Seminar Want Printed Materials (added to registration fee)
$95 - Printed Materials Only (I won't be attending the seminar)


Schedule

Thursday, July 14
6:00 - 8:30 pm       Welcome Reception with Opening Remarks
Planning chairs: Susan J. Spahn, Esq., Endacott, Peetz & Timmer, PC, LLO; Andrew M. Loudon, Esq., Baylor, Evnen, Curtiss, Grimit & Witt, LLP; Tracey L. Buettner, Esq., Stratton, DeLay, Doele, Carlson & Buettner, PC, LLO; and William J. Lindsay, Jr., Esq., Gross & Welch, PC, LLO

Friday, July 15
7:00 - 7:30 am        Continental Breakfast

7:30 - 8:30 am        Income Tax Issues in Estate Planning and Administration
Prof. Edward A. Morse, Esq., Creighton University School of Law

8:30 - 8:45 am        Break

8:45 - 9:45 am        Workshops

  • Mineral Rights in Estate Planning
    Steven F. Mattoon, Esq., Matzke & Mattoon, LLC
  • The Effects of Divorce on Beneficiary Designations, Wills & Trusts
    Kara J. Ronnau, Esq., Cline, Williams, Wright, Johnson & Oldfather, LLP
  • Ethical Considerations in Estate Planning – From the Initial
    Client Meeting to Signing the Estate Plan, and Everything
    In Between (Ethics)

    Andrew M. Loudon, Esq., and Tracey L. Buettner, Esq.

9:45 - 10:00  am      Break

10:00 - 12:00 pm    Tax and Wealth Strategies for Small Businesses
Sponsored by the NSBA Agricultural Law Section
Roger A. McEowen, Esq.

12:00 - 12:15 pm    Pick up boxed lunch

12:15 - 1:15 pm      Update on Trust Law
Susan J. Spahn, Esq.

1:15 pm                   Adjourn

Saturday, July 16
7:00-7:30 am     Continental Breakfast

7:30 - 8:30 am   Workshops

  • Dealing with Family Dysfunction
    Susan K. Rosburg, Esq., First National Bank of Omaha
  • Practical Income Tax Planning for Estates and Trusts
    Reginald S. Kuhn, Esq., Mattson Ricketts Law Firm
  • Ethical Considerations in Estate Planning – From the Initial Client Meeting to Signing
    the Estate Plan, and Everything In Between (Ethics)

    Andrew M. Loudon, Esq., and Tracey L. Buettner, Esq.

8:30 - 8:45 am     Break

8:45 - 9:45 am     Multi-Party Representation and Clients with Diminished Capacity (Ethics)
William J. Lindsay, Jr., Esq.

9:45 - 10:00               Break

10:00 - 11:00 am       Workshops

  • Why, When and How Your Clients Should Use a Corporate Fiduciary
    Bradley A. Philson, Esq., Union Bank & Trust Co.; Lucas L. Swartzendruber, Esq., Heartland Bank; Mark A. Kisker, Esq., Pinnacle Bank; and Susan K. Rosburg, Esq.
  • Health Care Powers of Attorney, Living Wills, and POLST
    Lisa M. Line, Esq., Brodkey Peebles Belmont & Line, LLP
  • Practical Considerations for Agricultural Law
    Adam D. Pavelka, Esq., Agri Affiliates, Inc

11:00 - 12:00 pm      How to Prepare Yourself and Your Clients for Mediation
Judge Richard D. Sievers, Esq., Perry Guthery Haase & Gessford, PC, LLO

12:00 - 12:15 pm      Pick up boxed lunch

12:15 - 1:15 pm        Workshops

  • Charitable Gifting Strategies
    Jim Gustafson, Nebraska Community Foundation
  • Estate and Trust Litigation Issues
    William J. Lindsay, Jr., Esq.
  • Ag Estates: Tools, Basis, Depreciation & Entity Ownership
    Frank C. Heinisch., Esq., and Christin P. Lovegrove,
    Esq., Heinisch & Lovegrove Law Office, PC, LLO

    1:15 Adjourn


Thank You to All Our Sponsors

Speaker Sponsor

Coffee Break Sponsor

Gold Sponsors

Silver Sponsor



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(402) 475-7091; Toll Free (800) 927-0117; FAX (402) 475-7098