2025 John M. Gradwohl Estate & Business Planning Program
May 8, 2025
8:30 - 9:45 a.m. | Current Federal Developments Affecting Estate Plans and Estate Planning, Tim Moll
9:45 - 10:45 a.m. | Review of The Secure Act 2.0: Final Regulations from the IRS, Kent Endacott
11:00 a.m.-12:00 p.m. | AI, Law & Ethics, Paul Weitzel (ethics)
1:00-2:00 p.m. | Nebraska PTET Update and Overview of Section 1202 Stock, Jeffery Schaffart
2:00-3:00 p.m. | Using ESOPs for Business Transitions, Keith Peters
3:15-4:15 p.m. | Current Issues Before the Counsel for Discipline, Kent Frobish (ethics)
4:15-5:15 p.m. | Update on Portability and Marital Deduction Planning, Don Janssen
May 9, 2025
8:30 - 9:45 a.m. | Case Law Update, Christi Ball, Kara Brostrom & Susan Spahn
9:45 - 10:45 a.m. | SLATS, Jon Grob
11:00 a.m.-12:00 p.m. | Crypto, FOMO & the Practicalities & Risks for Your Business in Transacting & Investing in Cryptocurrency, Roberta Christensen
1:00-2:00 p.m. | Health Policy Shifts and the current state of the Health Insurance Industry, Patrick Bourne
2:00-3:00 p.m. | Farm Bill Matters, Adam Pavelka
3:15-4:15 p.m. | Protect the Good Life: The 2025 Nebraska Scams and Anti-Fraud Education (SAFE) Update, Ryan Sothan
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Credits: Nebraska CLE 13.5 (including 2.0 ethics) | Iowa CLE 13 (including 2.0 ethics) | Kansas CLE 15 (including 2.0 ethics) | CTFA 16.25 | CPE 13 (including 2.0 ethics) | CFP 13.0 | Insurance 13.5 (including 2.0 ethics)
A link to digital materials will be provided the week of the program.