2020 John M. Gradwohl Estate and Business Planning Program

The 2020 John M. Gradwohl Estate and Business Planning Program will take place May 14 & 15 in a new, virtual format. 

Nebraska and Iowa CLE, CPE, and CTFA credits have been approved for 7.0 regular credits and 1.0 professionalism and ethics credit.

Information regarding other educational credits is pending and will be updated as it becomes available. We do anticipate eight credits to include one professionalism and ethics credit.

May 14

8:15 a.m. Current Federal Developments Affecting Estate Plans and Estate Planning | Tim Moll, Rembolt Ludtke

9:15 a.m. The New Uniform Nebraska Directed Trust Act | John Atkins, Union Bank & Trust; Dan Wintz, Badura & Wintz Law

10:30 a.m. The SECURE Act: Just when you think you sort of understand this Rube Goldberg set of rules regarding planning for retirement account distributions, Congress has to go and change (almost) everything | Kent Endacott, Endacott Peetz & Timmer

11:30 a.m. Insider Threat: Its Impact on Organizational Resiliency | James Dale, Seven Citadels Consulting

Friday, May 15

8:15 a.m. Current Nebraska Developments Affecting Estate and Business Planning | Dennis Collins, Jewell & Collins; Krista Ball & Kara Brostrom, Ball, Loudon, Ebert, & Brostrom

9:15 a.m. The Impact of Augustin Upon the Winding Up Duties of a Trustee After Trust Termination | Bryan Robertson, U.S. Bank Management

10:30 a.m. Applying principles of Confidentiality and Informed Consent to Cloud Storage and Law Firm Management Software | Professor Kristen Blankley, University of Nebraska College of Law **this has been approved for one hour of ethics**

11:30 a.m. Cares Act - A Review of the Recent Economic Stimulus Legislation Passed by Congress in Response to the COVID-19 Pandemic | Amanda Carter, Cline Williams Wright Johnson and Oldfather

Cost: $125 both days | $75 one day

A link to digital materials and Zoom information will be provided to each registrant the week of the program.