The 2024 John M. Gradwohl Estate and Business Planning Program
May 9
8:30 a.m. | Current Federal Developments Affecting Estate Plans and Estate Planning
9:45 a.m. | Nebraska PTET Law
10:45 a.m. | BREAK
11:00 a.m. | T&E Disputes: Proactive Planning – And Considerations for When the Dispute Nonetheless Arises
12:00 p.m. | LUNCH BREAK
1:00 p.m. | Financing for Irrevocable Life insurance Trusts
2:00 p.m. | Nebraska Medicaid: The Nuts & Bolts (Plus a Few New Tools
3:00 p.m. | Break
3:15 p.m. | Current Topics in Farm Management and Brokerage
4:15 p.m. | Benefits Primer & Update
May 10
8:30 a.m. | What’s Up? New Nebraska Legislation & Case Law for Estate & Business Planning
9:45 a.m. | All You Need to Know about SECURE 2.0
10:45 a.m. | BREAK
11:00 a.m. | The Corporate Transparency Act
12:00 p.m. | LUNCH BREAK
1:00 p.m. | Nebraska Department of Insurance Roadshow
2:00 p.m. | Hot Topics in Ethics 2024
3:00 p.m. | BREAK
3:15 p.m. | Current Conversations: Unauthorized Practice of Law Analysis in Representation of Complex Individuals, Estates, & Trusts with Multistate Assets
Approved credits: Nebraska CLE 13.0 (including 2.0 ethics) | Iowa CLE 13.0 (including 2.0 ethics) | 16.5 CTFA | Kansas CLE 15.5 (including 2.0 ethics) | CFP 13.0 | CPE 13.5 (including 2.0 ethics) |Insurance 13.0 (including 2.0 ethics)
A link to digital materials will be provided the week of the program.