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The Ethics of Creating Attorney-Client Relationships in the Electronic Age (Telephone)

UNL: Life on the Judiciary Panel

Estate Planning for Retirement Assets (Telephone)

Attorney, Heal Thyself: The Detection, Treatment and Prevention of Substance Abuse (Webinar)

Management & Information Control Issues in Closely Held Companies (Telephone)

2016 Annual Estate Planning & Probate Institute: All About Trusts
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Presented by The NSBA Real Estate, Probate and Trust Law Section. Co-Planning Chairs: John B. Atkins, Union Bank & Trust Company, Omaha & David J. Amen, First National Bank of Omaha

When: Friday, March 11, 2016
8:30 AM - 4:45 PM
Where: Embassy Suites La Vista
12520 Westport Pkwy
La Vista 68128
United States

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MCLE Accreditation
*Nebraska MCLE #118259. 6.75 CLE hours, including 1 hour ethics. (Regular/live)
*Nebraska MCLE #118261. 6.75 CLE hours, including 1 hour ethics. (Distance learning)
*Only 5 distance learning CLE hours may be claimed per year for Nebraska.*
*Iowa MCLE #212275. 6.5 CLE hours, including 1 hour ethics. (Regular/live)
*Iowa MCLE #212276. 6.5 CLE hours, including 1 hour ethics. (Distance learning)
**Webinars are conducted via the GoToMeeting platform.  Click here for system requirements.

Registration Fees
$360 - Regular registration
$290 - NSBA dues-paying member (25% discounted price for NSBA dues-paying members)
$10 - Law students

Optional Fees
$45 - Attending Seminar Want Printed Materials (added to registration fee)
$95 - Printed Materials Only (not attending seminar)


8:00 am    Registration

8:30 am    Ethics in Estate Planning and Fiduciary Responsibility
Mark A. Weber, Nebraska Supreme Court Counsel for Discipline, Lincoln

9:30 am    Naming a Trust as a Designated Beneficiary of an IRA
Don R. Janssen, Cline Williams Wright Johnson & Oldfather, LLP, Lincoln

10:15 am   Break

10:30 am   Digital Assets; Where are We? How to Deal With Them in an Estate Plan?
William J. Lindsay, Jr., Gross & Welch, PC LLO, Omaha

11:15 am   Privilege or Curse of Serving as a Trustee
James A. Fehringer, Fehringer & Mielak, LLP, Columbus

12:00 pm   Lunch (included with your registration)

1:00 pm    Don’t Ask; Don’t Tell? The Nebraska Trustee’s Duty to Inform and Report
Dennis W. Collins, Jewell & Collins, Norfolk and Christina L. Ball, Baylor, Evnen, Curtiss, Grimit & Witt, Lincoln

2:00 pm    The Ins and Outs of Special Needs Trusts
Pamela Epp Olsen, Cline Williams Wright Johnson & Oldfather, LLP, Scottsbluff

2:45 pm    Break

3:00 pm    Fiduciary Litigation
Susan J. Spahn and Brian S. Koerwitz, Endacott, Peetz and Timmer PC LLO, Omaha

3:45 pm    Opportunities and Risks for Trust Decanting
Jonathan L. Grob, McGrath North Mullin & Kratz, PC LLO, Omaha

4:45 pm    Adjourn

Thank You To Our Sponsors

Gold Sponsor




Silver Sponsors

Coffee Break Sponsor

Nebraska State Bar Association, 635 S. 14th St., Suite 200, Lincoln, NE 68508
(402) 475-7091; Toll Free (800) 927-0117; FAX (402) 475-7098