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 Service Professionals March 2019 Breakfast Meeting; a 2 hour Continuing Education session over breakfast at the Champions Run Country Club in Omaha, NE.
Monte Schatz moderated and presented at the Omaha Estate Planning Council Meeting, speaking on the legal capacity aspects of mental capacity. The topic for discussion was “The Financial Advisor and Client Incapacity: Legal, Medical, and Ethical Responsibilities to Clients With Potential Mental Capacity Issues” and included Dr. Steven Wengel, Assistant Vice Chancellor for Campus Wellness for UNO and UNMC, Keith Deras, Financial Advisor and Sr. Vice President with Harry A. Koch and Company, and Thomas Van Robays, Sr. Vice President with First Trust Company LLC. The event was held at Happy Hollow Country Club on March 19.