2022 John M. Gradwohl Estate and Business Planning Program
A two-day program covering federal and state developments regarding estate planning and business planning.
In 2015, the Planning Committee for this Program and the College of Law named the Program in honor of the late Professor John M. Gradwohl, who served on the University of Nebraska College of Law faculty from 1960-2011. Professor Gradwohl was the principal founder of the Program and a dedicated supporter of continuing professional education.
This year's program will be offered both in person at the College of Law & via Zoom.
- 8:30 a.m. | Current Federal Developments Affecting Estate Plans and Estate Planning - A survey of significant recent federal developments relating to estate planning and how they pertain to Nebraska practice. Tim Moll, Rembolt Ludtke
- 9:30 a.m. | Farm Bill Update - A discussion of the current USDA Farm Bill and its impact on business planning for farmers and ranchers. Adam Pavelka, Agri Affiliates, Inc.
- 10:30 a.m. | BREAK
- 10:45 a.m. | Nebraska Medicaid - The Nuts and Bolts for Estate Planners - An outline of the current Nebraska Medicaid qualification rules with which Nebraska estate planners should be familiar and will also focus on general planning strategies that frequently arise for estate clients who are either considering a transition from home to facility-level care or who have beneficiaries who may have future or current Nebraska Medicaid needs. Pam Olsen, Pamela Olsen Law
- 11:45 a.m. – 12:45 p.m. | LUNCH BREAK
- 12:45 p.m. | Estate and Trust Litigation Roundtable Discussion - This two-part session will focus on will and trust contests, as well as mediation of estate and trust disputes. Susan Spahn, Fitzgerald, Schorr, Barmettler; Tim Engler, Rembolt Ludtke; Brian Koerwitz, EPT Law Firm; Megan Wright, Cline Williams Wright Johnson & Oldfather
- 2:45 p.m. | BREAK
- 3:00 p.m. | Trustee Boot Camp - Checklists for the New Trustee! - The complexity of trust administration has increased rapidly over the years and the needs of the beneficiaries have become more complex. The presentation includes 12 administrative checklists (30 pages) that a trustee can use to get to a better outcome for the beneficiaries and for the trustee to minimize their liability. Dave Folz, Trust Counselor, LLC
- 4:00 p.m. | Regulatory and Market Trends in Health Insurance - An overview of market trends and new regulations that impact individual and group health insurance. Cameron Arch, Assistant General Counsel and Corporate Compliance Officer, at Blue Cross and Blue Shield of Nebraska, and Laura Arp, Life and Health Policy Administrator, at the Nebraska Department of Insurance, will offer an industry and regulator perspective on the latest changes in health insurance. Cameron Arch, Blue Cross Blue Shield of Nebraska; Laura Arp, Nebraska Department of Insurance
- 8:30 a.m. | What’s Up? New Nebraska Legislation & Case Law for Estate & Business Planning - A review of the latest cases and the Unicameral affecting estate planning and businesses. Dennis Collins, Jewell Collins & Flood; Christi Ball, Ball, Loudon, Ebert. & Brostrom, LLC; Kara Brostrom, Ball, Loudon, Ebert. & Brostrom, LLC
- 9:30 a.m. | The Anatomy of Business Expansions in Nebraska - This program is a quick briefing on the various Nebraska business and tax incentives which drive business expansions throughout Nebraska. Nick Niemann, McGrath North
- 10:30 a.m. | BREAK
- 10:45 a.m. | Spousal Limited Access Trust: What Is It and How Is It Useful? - An overview of a description of a SLAT (Spousal Limited Access Trust) and some examples of how it can be used to effectively reduce a client’s taxable estate. We will review federal estate tax law applicable to a SLAT and discuss potential pitfalls and how to avoid them. Brett Ebert, Ball, Loudon, Ebert, & Brostrom, LLC
- 11:45-12:45 p.m. | LUNCH BREAK
- 12:45 p.m. | Listen Like a Leader - Communication is at the Heart of All Success - As leaders, our ability to influence and gain buy-in rests largely on our ability to communicate effectively and connect with others. In this engaging and thought-provoking presentation, participants will be guided into an examination of the art and science of communication. Casey Putney, Business Ethics Alliance of Omaha, vice president of leadership development
- 1:45 p.m. | Contemporary Ethical Issues - Part 1 This two-part presentation covers recent ethics opinions that inform many aspects of legal practice, including duties to prospective clients, considerations when lawyers switch law firms, issues involving fees, and responding to online criticism. The second portion of the presentation takes an in-depth look at the ethical implications for lawyers arising from the Penn State football scandal. Kristen Blankley, Henry M. Grether, Jr., Professor of Law, Nebraska Law
- 2:45 p.m. | BREAK
- 3:00 p.m. | Contemporary Ethical Issues - Part 2 - Kristen Blankley, Henry M. Grether, Jr., Professor of Law, Nebraska Law
Approved credits: Nebraska CLE 13.0 (including 2.0 ethics) | Iowa CLE 13.0 (including 2.0 ethics) | Kansas CLE 15.5 (including 2.0 ethics, 1.0 law practice management) | CTFA 14.5 | CPE 13.5 (including 2.0 ethics) | Insurance 13.0 | CFP 13.0
Titles and descriptions will be provided as they become available. If you have questions, please contact Katie Pfannenstiel, assistant director of alumni relations and event planning. email@example.com | (402) 472-8382