Workshops & Events
Ag Estate Planning (Effective Strategies for Farm Families):
Please join us at a location near you (see below)...
Kearney: March 6, 2012, 1:00 p.m., Wingate Hotel
Grand Island: March 6, 2012, 6:30 p.m., Fairfield Inn
Norfolk: March 8, 2012, 1:00 p.m., Divots Conference Center
So. Sioux City: March 8, 2012, 6:30 p.m., Marina Inn
York: March 13, 2012, 1:00 p.m., Hampton Inn & Suites
North Platte: March 13, 6:30 p.m., Holiday Inn
Beatrice: March 20, 2012, 1:00 p.m., Holiday Inn Express
Fremont: March 20, 2012, 6:30 p.m., Wilderness Lodge
We welcome everyone to these 2-hour workshops. A few of the topics discussed will be:
~Current "Self-Adjusting" Living Trust strategies that save and protect;
~Keeping the farm in the family with Generation Skipping Planning;
~Protecting, preserving and mentoring with a Family Limited Liability Company;
~Creating ways to use your Lifetime Gift Exemption
~Increasing life insurance coverage with a Life Insurance Trust;
~and much more
Refreshments will be served
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Estate Planning Review and Update:
Date: Fall 2012
Place: DC Centre
11830 Stonegate Drive
Omaha, NE
Directions: The DC Centre is located just east of 120th Street, between Maple Street and Blondo Street. From 120th Street, turn east at the traffic light on Stonegate Drive, by the Security National Bank. The DC Center is the large white building behind the Security National Bank.
9:00 am - Breakfast Buffet begins
9:30 am to 11:30 am - Presentation
This annual workshop is designed for attendance by our clients, their successor trustees and family, and also financial advisors. Our goal is to refresh your recollection of topics previously discussed and to bring ideas that are new and useful to you in your planning.
Breakfast buffet will be served prior to the presentation.
Estate Planning Review and Update:
Date: Winter 2013
Place: Country Inn and Suites
5323 N. 27th Street
Lincoln, NE
Directions: From I-80 (east or west), take Exit 403. Take the ramp for 27th Street toward State Fair Park, then turn south onto 27th Street for approximately 1.5 miles.
9:00 am - Breakfast Buffet begins
9:30 am to 11:30 am - Presentation
This annual workshop is designed for attendance by our clients, their successor trustees and family, and also financial advisors. Our goal is to refresh your recollection of topics previously discussed and to bring ideas that are new and useful to you in your planning.
Breakfast buffet will be served prior to the presentation.
21st Century Wealth Planning: (None scheduled at this time)
Approved for 12 Hours of Continuing Education for Nebraska and Iowa Insurance Agents (Life), CPA's & CFP's (MUST be signed in and out from start to stop time to receive credit). Per the Nebraska Department of Insurance, no partial credit is allowed for Nebraska Insurance Agents.Traditional planning strategies hold many pitfalls. Learn the shortcomings of traditional planning, as well as the benefits of the latest planning strategies. Topics include: Current revocable living trust techniques; the Exemption Maximizer technique; Spousal Gifting Trusts, Child Gifting Trusts; effective Life Insurance Trusts; LLC planning with the Wyoming Close LLC; and many others.
21st Century Wealth Planning; Key Strategies for 2011: (None scheduled at this time)
Approved for 6 Hours of Continuing Education for Nebraska Insurance Agents (Life), CPA's & CFP's (MUST be signed in and out from start to stop time to receive credit). Per the Nebraska Department of Insurance, no partial credit is allowed for Nebraska Insurance Agents.
Similar to our 12-hour course, you will learn the shortcomings of traditional planning, as well as the benefits of the latest planning strategies. Topics include: Current revocable living trust techniques; the Exemption Maximizer technique; Generation Skipping Planning; Spousal Gifting Trusts; effective Life Insurance Trusts; LLC planning with the Wyoming Close LLC, and others.
What Class participants Say About our workshops
The examples & developing the strategies with the class is a powerful learning experience.
Anonymous Student
Very good and informative seminar.
Carl W.
A very interesting and informative three days.
Gus E.