Monte L. Schatz attended the Certified Fundraising Management Certification Class. This class was held at the UNO College of Public Affairs and Community Service on March 29, 2017. Monte, along with Stacie Neussendorfer, Vice President of Westwood Trust Company presented “A Nonprofit Organization’s Endowment Under the Microscope: Investment Policy Statements as a Tool for Investment Manager Selection and Accountability”.
Michael J. Weaver and Alex B. Rainville attended the Commercial Real Estate Summit. This annual conference took place at the CenturyLink Center Omaha on March 24, 2017.
Monte L. Schatz attended the Omaha Estate Planning Council Meeting. This March 21, 2017 lunch meeting took place at Happy Hollow Club and featured Clark B. McCleary, former president of the Society of Financial Service Providers, as guest speaker.
Mary E. Vandenack and Monte L. Schatz attended the 2017 ABA TechShow. This event was held at the Chicago Hilton on March 15-18, 2017. Mary, along with John Stewart, presented “When Law Firms Merge.”
Mary E. Vandenack is a commentator for Leimberg Services. She recently published “Wu vs. United States: 7th Circuit Holds Section 408(d)(4) Applies Only to Withdrawal of Contributions Made in a Taxable Year and Withdrawn No Later than the Due Date of the Taxpayer’s Tax Return for that Taxable Year,” LISI Employee Benefits & Retirement Planning Newsletter #671 (March 21, 2017) at https://www.leimbergservices.com Copyright 2017 Leimberg Information Services, Inc. (LISI).
Mary E. Vandenack regularly writes on fitness and wellness. Her most recent article entitled “Finding Ways to Inspire Others to Positive Action,” is featured in the Feb/Mar/Apr 2017 edition of the Omaha metroQUARTERLY magazine.
Monte L. Schatz attended the Medical/Legal Dinner, which was held at the Omaha Marriott on March 14, 2017. This annual joint event brings together members of the Omaha Bar Association with members of the Metro Omaha Medical Society, to better understand the challenges facing each profession.
“Asset Protection Trusts,” an article by Mary E. Vandenack, appears in the Feb/Mar/Apr 2017 edition of the metroQUARTERLY magazine.
Mary E. Vandenack is featured in The American Lawyer’s March 2017 issue which highlights 2017 Women Leaders in The Law.
Mary E. Vandenack will be attending the 2017 ABA TechShow. This event will be held at the Chicago Hilton on March 15-18, 2017. Mary, along with John Stewart, will present “When Law Firms Merge.” Mary will also be teaching a yoga class and a guided meditation at the event.
Mary E. Vandenack gave a presentation on Alternative Fees via telephone conference for the ABA RPTE Committee on Non-Tax Considerations.