Estate Planning for Attorneys, CPAs, and Financial Planners - March 22, 2023

8 am - 12 pm | 1503 W 2nd Street Grand Island, NE 68801

Presented by Timothy Moll with Rembolt Ludtke LLP and Allan Vyhnalek with Nebraska Extension, this workshop will cover the steps of estate planning with a client, including the steps of succession, family considerations, and the dos and don’ts. This will also include the benefits of charitable giving and the many tax issues that come with it.

Talking points

  • Why don't we plan?
  • Steps of Succession/Transition Plan
  • Family considerations/negotiations
  • Communication
  • Common mistakes
  • Benefits of Charitable giving
  • Income Tax issues and charitable planning
  • Estate Tax Issues
  • Inheritance Tax Issues
  • Gift Tax Issues

This event is for attorneys, CPAs, and Financial Planners. Limited to 40 people.

CPAs will receive 4 CPE Credits.

Attorneys will receive 4 CLE Credits.


Turning Passion into Purpose.