Course book included with all formats
Are you fully confident in your knowledge of the latest court and tax rules and the most effective transfer tools to ensure each client's estate is laid to rest according to the decedent's wishes, with minimal tax burden? This comprehensive legal instruction will give you all the skills you need to administer estates that include trusts and/or business interests without a hitch. Order today!
Includes - Ethics - 1.00
NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 12.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.
TIMOTHY J. BUCKLEY is an attorney with Adams & Sullivan, P.C., L.L.O. His areas of practice focus on municipal law, estate planning, probate and trust administration, guardianships and conservatorships, civil litigation, and appeals. Prior to being with Adams & Sullivan, Mr. Buckley was an attorney with Morrow Law Partners and was the deputy county attorney for Douglas County Attorney's Office. He is admitted to practice in the state of Nebraska, the U.S. District Court of Nebraska and U.S. Court of Appeals 8th Circuit. Mr. Buckley earned his B.S.J. degree from William Allen White School of Journalism and Mass Communications at the University of Kansas and his J.D. degree from Creighton University School of Law.
CATHERINE DUNN WHITTINGHILL is an attorney with Welch Law Firm, P.C., where she focuses her practice on estate planning, family law, and probate. She is a member of the Omaha Bar Association, Nebraska State Bar Association, and the U.S. District Court, District of Nebraska. Ms. Whittinghill earned her B.A. degree from Trinity University and her J.D. degree from Columbus School of Law, Catholic University of America.
MATTHEW OTTEMANN is an attorney with the law firm of McGrath North. He helps clients facing current or anticipated tax audits and those in need of expert counsel for tax planning and assessment defense. Mr. Ottemann has successfully represented a wide variety of companies in many business sectors in the defense and resolution of tax audits and appeals. He is an experienced estate planner and has been selected to teach estate planning to business students at Creighton University for several years, as well as estate and gift taxation at the Creighton University School of Law. Mr. Ottemann is a member of the Omaha Bar Association, the Nebraska State Bar Association, the American Bar Association and the Nebraska Society of CPAs. He earned his B.S.B.A. degree, summa cum laude, from Creighton University; his J.D. degree, summa cum laude, from Creighton University School of Law; and his LL.M. degree, magna cum laude and valedictorian, from the University of Alabama School of Law.
MONTE L. SCHATZ is a partner at Vandenack Weaver LLC, in Omaha, offering clients a wealth of experience in practice areas vital to business and finance. His practice concentrates on trust administration, probate, estate planning, tax, securities, corporate, and employer-employee relations law. His scope of expertise includes federal and state tax planning and tax issues, as well as federal and state regulatory compliance. Mr. Schatz earned his law degree from the University of South Dakota in Vermillion, South Dakota. In addition, he received a Master of Taxation from the University of Tulsa and he earned a B.A. degree, with high honors, from South Dakota State University in Brookings, South Dakota. Additionally, Mr. Schatz has passed the Series 7 general securities exam, the Series 66 uniform combined state law exam, and the Nebraska life and health exam. He is a member of the Nebraska State, Iowa State, Omaha and American bar associations; State Bar of South Dakota; Omaha Estate Planning Council; and the Omaha Chapter of Society of Financial Service Professionals.
WILLIAM E. SEIDLER JR. is a shareholder in the Omaha law firm of Seidler & Seidler, P.C. Since 1982, Mr. Seidler has practiced in the areas of conservatorship, guardianship, contested wills, estate litigation, contested trusts and estates, trust litigation, and probate litigation. He is rated AV preeminent by Martindale Hubbell. Mr. Seidler has spoken to professional groups on elder law, estate planning, probate law, and corporate law. He a member of the Omaha, Nebraska State, and American bar associations. Mr. Seidler earned his B.A. degree at Drake University and his J.D. degree at Creighton University School of Law.
JEFFREY L. STOEHR is a sole practitioner in Omaha, Nebraska, at the Law Offices of Jeffrey L. Stoehr P.C., LLO. He has a general practice as a sole practitioner, with emphasis on estate probate and administration, estate planning, tax, corporate law, domestic matters, real estate, and medical malpractice. He is involved in litigation in all areas of practice. Mr. Stoehr has made presentations and lectures to private groups, as well as through the bar association and regularly in seminars and workshops of the type being presented here. He is a member of the Omaha, Nebraska State and American bar associations; as well as a member of the Real Property, Probate and Trust Law Section in Nebraska. He is the president and director of the Jan Eric Pusch Charitable Foundation. Mr. Stoehr earned his B.S. degree and his J.D. degree from the University of Nebraska at Lincoln.
MARY L. WILSON is an attorney at Buford Law Office in Omaha, where she practices in the area of aging law. She serves as an attorney for Aging Partners. Ms. Wilson is the first Nebraskan attorney inducted into the National Elder Rights Hall of Fame. She is chair of the Elder Law Section. Ms. Wilson taught law and aging for 12 years at the University of Omaha, Nebraska, and is currently teaching at Creighton University School of Law. She earned her B.A. degree from Wayne State College and her J.D. degree from Creighton University School of Law. Ms. Wilson is a member of the Nebraska State and American bar associations.