2017 Institute

  • Three hours from nationally renowned speaker Stephanie Loomis-Price covering the creation and maintenance of family limited partnerships, recent developments related to privileges applicable to estate planning, the art of preparing defensible appraisals for tax returns.
  • Two hours from nationally renowned speaker Larry Brody covering the top 30 life insurance planning mistakes made by estate planners
  • A review of current developments in income, estate and gift taxes
  • A presentation by nationally-known speakers regarding the structuring of family offices, including the purposes, roles and responsibilities of a family office as well as the governance of a family office
  • By popular demand, a lengthened presentation on current tax issues and planning opportunities for farmers
  • Nebraska and Iowa state tax and economic development
  • Two hours of practical and informative ethics

Download the 2017 Institute brochure.