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Koley Jessen Hosts Estate, Succession and Tax Summit


Koley Jessen recently hosted 130 accountants, investment advisors and insurance brokers at the Estate Succession and Tax Summit at Happy Hollow.

This event included a presentation by Steve Akers of Bessemer Trust, a nationally renowned speaker on current developments in the estate, succession and tax fields. His update covered a variety of Estate Planning topics, including tax reform efforts and the proposed section 2704 regulations. Sara Boyd from the Omaha Community Foundation presented and provided practical advice on how to work more effectively with clients on charitable planning. Lastly, a panel discussion on Family Offices provided a window in to the operations of family offices. This panel included Tre Brashear of Lozier Corporation, David Cabela of Cabela Family LLC, Lisa Struzel of GWR Wealth Management, LLC and Henry Woods of Sahara Enterprises, Inc.

“We were very pleased to have such a wonderful line-up of speakers at our inaugural event,” says Kurt Tjaden, Practice Group Chair of the Estate and Business Succession Practice at  Koley Jessen. “The event provided some great insights on issues that have the potential to impact our clients and also insight on ways to better service clients. As a firm with a focus on providing active counsel and over-the-top service to clients, we enjoyed this opportunity to bring together this group of service providers and speakers and received tremendous feedback on the educational content and service take-aways. ”

“Our firm’s Estate and Business Succession Planning Practice is key to our firm’s mission of perpetuating responsible personal and business success through active, integrated legal services for the business minded. This practices has continued to grow over the life of the firm and we look forward to hosting this Summit many years in to the future” says Mike Hupp, President of Koley Jessen.

Planning is underway for the 2018 Estate, Succession and Tax Summit.

Koley Jessen is an aggressively growing law firm serving the needs of business owners, executives and professionals. For businesses of all types, we are active partners who provide multi-discipline counsel to help our clients achieve personal and business success.

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