2020 Annual Estate Planning Seminar
Tell a Friend About This EventTell a Friend

When: Friday, March 6, 2020
8:30 AM - 4:30 PM CT
Where: Embassy Suites Hotel & Conference Center
12520 Westport Pkwy
La Vista, Nebraska  68128
United States

« Go to Upcoming Event List  

MCLE Accreditation
NE MCLE #190051 (Regular/Live); NE MCLE #190050 (Distance Learning). 6.75 CLE hours, including 1.0 hour ethics.
IA MCLE #343461 (Regular/Live); IA MCLE #343460 (Distance Learning). 6.75 CLE hours, including 1.0 hour ethics.

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

Download PDF Registration Form

Registration Fees
$438.75 Regular Registration
$337.50 NSBA dues-paying member
$168.75 NSBA Junior Active dues-paying member
FREE Law Students

Thank You to Our Sponsors


The 2020 Annual Estate Planning Seminar will provide estate planning attorneys with an overview of varying topics relating to estate planning, including how to handle cryptocurrency, trust drafting, agricultural succession planning, updates on guardianship and conservatorship, planning for minors, and avoiding burnout and ethical issues relating thereto.

8:30 am - 9:30 am   Will My Bitcoins Follow Me to Heaven? Estate Planning in the Era of Blockchain Technology
Matthew S. McKeever, Carlson & Burnett, LLP

So what happens when that Bitcoin day trader walks into your office? This presentation will include a brief overview of cryptocurrency and blockchain technology along with material on digital asset provisions in wills, income taxation and capital gains taxation. Topics will also include Professional Code of Conduct compliance in holding cryptocurrencies in trust and the possible use of “smart contracts” as alternatives to Wills.
9:30 am - 10:30 am   What I Have Learned as a Trust Officer That I Wish I Had Known as a Practicing Lawyer
William C. Brown, Esq., Bridges Trust Company

This presentation will first briefly discuss the formation, operation, and regulation of trust companies. It will then address several practical trust drafting and administration issues from the perspective of the corporate trustee.
10:30 am - 10:45 am   Break
10:45 am - 11:45 am   Family Farm and Ranch Succession Planning in a Changing Agricultural Landscape
Anthony M. Aerts, Rembolt Ludtke LLP

Given the rapid change in the agricultural industry, including graying farmers, consolidation, globalization, and increased regulation and volatility in the markets and weather events, succession planning for family farms and ranches has become more complex and essential than ever. This presentation will cover a range of issues and considerations in agricultural succession planning, including estate and tax planning, use of business entities, real estate leasing, and livestock production arrangements, to name a few.
11:45 am - 12:30 pm

12:30 pm - 2:30 pm

  Guardianship and Conservatorship Update
Hon. Todd Hutton, 2nd Judicial District; Hon. Holly Parsley, 3rd Judicial District; Susan J. Spahn, Esq. Fitzgerald, Schorr, Barmettler & Brennan, P.C., L.L.O.; William J. Lindsay, Jr., Esq. Gross & Welch, P.C., L.L.O.; Lisa M. Line, Esq. Brodkey, Cuddigan, Peebles, Belmont & Line, LLP

Members of the Forms Committee of the Supreme Court’s Commission on Guardianships and Conservatorships will present on the changes going into effect April 1, 2020. This presentation will also cover a summary of the newly drafted Petition and a brief overview of other new forms. 
2:30 pm - 2:45 pm   Break
2:45 pm - 3:30 pm  

Secure Act and Planning for Minors
William J. Lindsay, Jr., Esq. Gross & Welch, P.C., L.L.O.

The Secure Act was passed in December 2019 and has dramatically changed estate planning for distributions from retirement plans. It will have a dramatic effect on retirement plans for minors, especially for those who are not children of the plan participant. How do these changes effect estate plans when minors are involved? This session will examine just that.

3:30 pm - 4:30 pm   Preventing Attorney Burnout
Chris Aupperle, NLAP Director

Attorney burnout is a highly widespread problem in the legal industry. When attorneys experience burnout, clients and cases suffer. This session will highlight the importance of keeping burnout at bay and various ways to prevent burnout.