2017 Annual Estate Planning & Probate Institute Focus on Probate and Trust Administration
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When: Friday, March 24, 2017
8:00 AM - 4:35 PM CT
Where: Nebraska Innovation Campus Conference Center
2021 Transformation Dr.
Lincoln, Nebraska  68503
United States

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MCLE Accreditation
*Nebraska MCLE #133921. Iowa MCLE #250761. 6.75 CLE hours, including 1 hour ethics. (Regular/live)
*Nebraska MCLE #133919. Iowa MCLE #250760. 6.75 CLE hours, including 1 hour ethics. (Distance learning)
*Only 5 distance learning CLE hours may be claimed per year for Nebraska.*

This program has also been approved for 7 hours of CPE, including 1 hour of ethics, by the Nebraska Board of Public Accountancy.

**Webinars are conducted via the GoToMeeting platform.  Click here for system requirements.

Registration Fees

$425 - Regular registration
$325 - NSBA dues-paying member (discounted price for NSBA dues-paying members)
FREE - Law students

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

7:30 am      Registration

8:00 am      Introduction - Kara J. Ronnau, Cline Williams Wright Johnson & Oldfather, Lincoln

8:10 am      Intestate Succession - Ramzi Hynek, Rembolt Ludtke, Lincoln

9:10 am      Wills & Rules of Construction - Kent Endacott, Endacott, Peetz & Timmer, Lincoln

10:10 am    Break

10:25 am    Breakout Sessions
      1. Creditor’s Claims* - Brian Kruse, Rembolt Ludtke, Lincoln
      2. Distribution and Closing of Estates - Bill Olson, Olson Zalewski Wynner, Lincoln
      3. Multiple Party Accounts & Non-Probate Transfers - Christin Lovegrove, Heinisch & Lovegrove Law Office,

11:00 am    Probate and Administration - Steven Guenzel, Johnson Flodman Guenzel & Widger, Lincoln
12:00 pm    Lunch (included with your registration)

1:00 pm       Inheritance Tax and Estate Tax - Jesse Sitz and Sharon Kresha of Baird Holm, Omaha

2:05 pm       Breakout Sessions
      1. Access to Digital Assets Act* - Bill Lindsay & Zachary Lutz Priefert, Gross & Welch, Omaha
      2. FSA Issues Related to Probate - Adam Pavelka, Agri Affiliates, Inc.
      3. A Guide to Business Valuations - Andrew Sigerson, Legacy Design Strategies, Omaha

2:35 pm       Break

2:50 pm       Federal and State Income Tax Issues for the Estate - Reg Kuhn, Mattson Ricketts, Lincoln

3:35 pm       The Basics – and Beyond – of Information Security for Lawyers - Rick Jeffries, Cline Williams Wright Johnson & Oldfather, Omaha

4:35 pm        Adjourn

 *denotes the breakout sessions that will be broadcasted on the live webcast.*

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