2024 EST Summit
Please join us on Wednesday, May 15th, 2024, from 12:30 p.m. to 4:15 p.m. for our 2024 EST Summit at the Scott Conference Center, with cocktails to follow.
Register here!
Agenda
12:30 - 1:00 PM
Registration
1:00 - 2:00 PM
Estate Planning for the Modern Family | 60 minutes
Leigh M. Koehn and Lyndsay N. Zlomke
As the family unit evolves, so must estate planning. This session will highlight considerations and discuss strategies for estate planning for families in the 21st Century, including planning for divorce, remarriage, blended families, same-sex marriage, unmarried couples, non-marital children, and other issues affecting many modern families.
2:00 – 2:45 PM
Debunking Common Estate Planning Myths | 45 minutes
Nicholas W. O'Brien
Join us as we debunk prevalent myths and misconceptions surrounding planning for death and incapacity. Attendees will tackle common client misunderstandings and walk through practical guidance on addressing them. By sharing real-world examples, the presentation aims to provide practitioners and advisers insight into the critical importance of wills and trusts, the risks of mishandling estate affairs, and strategies to avoid negative tax implications, thereby empowering attendees to address these issues with their clients.
2:45 - 3:00 PM
Break
3:00 - 4:15 PM
The Countdown to 2026: Advanced IDGT Planning Techniques for High Net Worth Clients | 75 minutes
Brandon D. Hamm and Nathan G. Patterson
With the estate and gift tax exemption set to drop dramatically in 2026, this presentation is designed to arm advisers with the knowledge to engage high-net-worth clients in conversations about wealth transfer planning. Specifically tailored for fellow professional advisers, we explore sophisticated strategies involving intentionally defective grantor trusts designed to maximize benefits for clients, while also minimizing risk.
4:15 – 5:30 PM
Cocktails
Register here!
Continuing Education Credit Information:
Nebraska Board of Public Accountancy, approved
Certified Financial Planner Board, pending
Nebraska Department of Insurance, pending
Nebraska CLE, approved