Monte Schatz will be presenting and facilitating a panel discussion on the topic “The Financial Advisor and Incapacity: Legal and Ethical Responsibilities to Clients with Potential Mental Capacity Issues” to the Financial Planning Association of Nebraska on Thursday, May 16th. The objective of the program is to assist financial advisors and others in an advisory capacity to identify potential...Read More
Mary Vandenack, Michael Weaver, and Monte Schatz attended the Boystown Boosters Banquet on April 30 at the Embassy Suites LaVista Conference Center.
Mary Vandenack and Monte Schatz attended the Omaha Estate Planning Council Breakfast event on Tuesday, April 16th. Mary Presented on Preserving Client Testamentary Intent and Monte served as a panelist for the presentation.
William Zastera was...Read More
Matthew Dunning attended the Nebraska State Bar Association’s annual Barristers’ Ball to benefit the Nebraska Lawyers Foundation at the Embassy Suites in LaVista. Matthew and his wife were guests of the Labor and Employment Law Section.
Mary Vandenack presented “Avoiding Erosion of Testamentary Intent via Contractual Designation” on March 28 at the Society of Financial...Read More
Mary Vandenack spoke on Next Generation Technology and Process Automation at the American Bar Association TECHSHOW 2019.
James Pieper, Matthew Dunning, Katherine Kühn, and Ryan Coufal attended the Nebraska Greats Foundation Celebrity Sports Night Banquet on February 28. The Banquet included speeches from the Athletic Directors of UNL, UNO, and Creighton University, as well as the presentation...Read More
Jim Pieper, Katy Kühn, and Matt Dunning attended the All Chambers Together Coffee & Contacts on January 15.
Mary Vandenack and Michael Weaver attended the 53rd Annual Heckerling Institute on Estate Planning from January 14-18.
Monte Schatz, Jim Pieper, Katy Kühn, and Matt Dunning attended metroMAGAZINE’s annual BIG EVENT on Thursday, January 17th. The BIG EVENT is an annual...Read More
Mary Vandenack presents “Profitable Alternative Fees for the Process Oriented Lawyer” at an end of the year CLE event presented by the OBA Lawyer Referral Service.
Mary Vandenack’s commentary on In the Matter of the Estate of Lois B. Erickson was published in Steve Leimberg’s Estate Planning Email Newsletter #2688 on 12/6/2018. LISI Estate Planning Newsletter #2688...Read More
Mary Vandenack’s article, “Facilitating Effective Communication as a Leader“, appeared in the November/December issue of Law Practice Magazine.
Mary Vandenack’s article, “Sustainable Trusts and Estates and Real Property Practices“, appeared in the November/December 2018 issue of Probate & Property Magazine.
Mary Vandenack shares some of her experience...Read More
LISI Income Tax Planning Newsletter #159 (October 29, 2018) at http://www.leimbergservices.com. Copyright 2018 Leimberg Information Services, Inc. (LISI). Reproduction in Any Form or Forwarding to Any Person Prohibited – Without Express Permission.
By Matt Dunning
Paid Family and Medical Leave
Part of the Tax Cuts and Jobs Act of 2017 established a tax credit for employers that provide paid family or medical leave to its employees. The credit is not limited to leaves of absence under the Family and Medical Leave Act but can also include payments made to employees on qualifying short-term disability.
What is the credit? Employers...Read More