Ag Estate Planning Workshops in Nebraska and Iowa:

Dates

NEBRASKA: Dates to be determined
IOWA: Dates to be determined

PROTECT YOUR FARM ~ PROTECT YOUR FAMILY

Old style “transfer” planning can cost you & your family the farm. “Modern” planning goes beyond transfer planning and is designed to save expenses and protect your farm for generations.

Please join us at a location near you…

Refreshments will be served

PLEASE CALL THE OFFICE OF BLAZEK & GREGG FOR RESERVATIONS:

(888) 496-3432 toll free or
E-mail: mary@blazeklaw.com

Estate Planning Review and Update:

Dates

OMAHA: November 17, 2018

Address

OMAHA: Il Palazzo Event Center, 5110 N. 132nd Street, Omaha, NE 68164

KEARNEY: To be determined.

All workshop times are as follows:

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.

Omaha Directions: The Il Palazzo Event Conference Center is located on the Southwest corner of 132nd and Fort Streets. Both are main thoroughfares. There is a Fort Street exit off of I-680. When you exit I-680, go West for approx. 2.5 miles.

Kearney Directions: To be determined.

Continuing Education Sponsor (Nebraska and Iowa)

21st Century Wealth Planning (8 Hours CE Approved for Insurance Agents & CFP's):

Nebraska Dates

None scheduled at this time

Iowa Dates

None scheduled at this time

Address

LINCOLN: Wilderness Ridge, 1800 Wilderness Woods Pl., Lincoln, NE 68512

OMAHA: Bellevue University West, Lozier Professional Center, 2810 N. 118th Street, Omaha, NE 68164

NEBRASKA: (None scheduled at this time)

Continental Breakfast included in the fee.

Registration Link: http://events.r20.constantcontact.com/register/event?oeidk=a07eeod3mpy718f2f5b&llr=qlqm5o8ab

IOWA: (None scheduled at this time)

Registration Fee: $100
Register by phone with credit card (888-496-3432) or by mail with the brochure registration.

Approved for 8 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:

  • Taxes and Estate Tax Planning;
  • Current revocable living trust techniques;
  • The Exemption Maximizer technique;
  • Farm Legacy Trusts,
  • Child Gifting Trusts;
  • Effective Life Insurance Trusts;
  • Family Limited Liability Companies;
  • Medicaid Planning and many others.

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