Agenda

Webinar instructions will be emailed before the date of the webinar.

Please log into the webinar 15 – 30 minutes before the start time.

Friday, July 19, 2024
8:30 am – 3:30 pm CDT

 

Nebraska and the Uniform Power of Attorney Act
Presented by: Catherine Swiniarski

  • What to look for in financial POAs
  • What level of testamentary capacity is required for signing documents
  • What powers do financial POAs have
  • What to look for in POAs

Alternative/Supplemental Approach to Qualified Retirement Plans 
Presented by: Peter Langdon & Nick O’Brien

  • Nonqualified deferred compensation plans
  • Synthetic equity plans and programs
  • New rules in the Secure Act and Secure Act 2.0 affecting individual retirement accounts

Current Issues in Retirement Planning
Presented by: Perry A. Pirsch

  • Wealthy, middle and low net worth individuals
  • Considerations in years remaining to retirement

Digital Assets in Estate Plans
Presented by: John Farrell

  • Online assets and digital planning documents
  • Post-mortem account access and searches
  • Unique planning and administration issues

Revocable Trusts vs. Probate
Presented by: John Farrell

  

Webinar Instructions

All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.

Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.

Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements:
Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)

Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled.

Internet connection: Minimum of 1Mbps       Hardware: 2GB RAM or more

For more information, visit the Support section at www.gotowebinar.com

Credits

Accountants
7.2 CPE Credits

Attorneys
Pending

 

Continuing Education Credit Information

This webinar is open to the public and is designed to qualify for up to 7.2 CPE credits for accountants and 6.0 CLE credits for attorneys in Nebraska. Professionals seeking continuing education credits in other states may be able to claim the hours earned at this webinar; please refer to specific board rules to determine eligibility.

This webinar offers accountants 7.2 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of Specialized Knowledge. Knowledge of estate planning is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

This course has been submitted to the Nebraska Supreme Court’s Attorney Services Division for CLE accreditation which is currently pending. Visit this course listing at www.halfmoonseminars.org for updates on pending credits.

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).

On-Demand Credits

The preceding credit information only applies to the live presentation. This course in an on-demand format is not eligible for any of the listed credits.

Speakers

John Farrell

Principal of The Law Offices of John P. Farrell, LLC.

Mr. Farrell’s main areas of practice include Estate Planning and Probate, Civil Litigation, Business, Intellectual Property, Labor and Employment Law and Real Estate. He earned his J.D. degree from Creighton University School of Law.

Peter Langdon

Shareholder with Koley Jessen P.C., L.L.O.

 Mr. Langdon works with companies in all aspects of employee benefits, including nonqualified deferred compensation, qualified retirement plans, and health and welfare benefits as well as general employment law matters. He is able to navigate the complex legal aspects of executive compensation, employee benefits, and employment law while simultaneously explaining those complexities in a clear and concise manner.  Mr. Langdon understands the importance of finding creative and effective solutions to complex problems. With a primary focus on employee benefits, including nonqualified deferred compensation, He guides his clients through the rules and regulations governing nonqualified plans and employee benefits more generally. This encompasses qualified retirement plans and health and welfare benefits.  Mr. Langdon has extensive experience in advising clients with deferred compensation packages, incentive compensation, and equity ownership. He consistently advises companies on the operation and maintenance of qualified retirement plans and health and welfare benefits.  Mr. Langdon earned his J.D. degree from Creighton University School of Law, and his LL.M. in Taxation from Villanova University School of Law.

Nick O’Brien

Attorney with Koley Jessen P.C., L.L.O.

Mr. O’Brien works hand-in-hand with clients to understand their wishes regarding their estate and helps them to achieve those objectives in the most tax-efficient manner. He helps clients with basic estate plans including a will, healthcare power of attorney, durable power of attorney, and a trust. Mr. O’Brien also counsels clients to create and accomplish complex wealth transfer or business succession plans. Upon the death of a loved one, He  works with families to ensure that the plans they had in place are executed properly throughout the probate process. With experience in trust disputes, guardianships, conservatorships, and Medicaid planning, he provides his clients advice and oversight on a variety of before-and-after-death planning problems that their families or their business might face. Mr. O’Brien earned his J.D. degree from Creighton University School of Law.

Perry Andrew Pirsch, Esq.

Founder of Pirsch Legal Service, PC, LLO

Mr. Pirsch has 20 years in the practice of law. He has an extensive background in business law, employment law, estate planning, litigation, government affairs, and has assisted hundreds of clients before state and federal courts, government body administrative hearings, and in negotiations, and mediations. Mr. Pirsch works with the owners or board of directors of numerous small businesses, nonprofit corporations, and charities, with families, and individuals who need competent and experienced counsel. He received his Juris Doctorate (J.D.) from the University of Nebraska College of Law; a Masters in Journalism (M.A.) from the University of Nebraska; and his Masters in Public and Nonprofit Administration (M.P.A.) from George Mason University. During law school, Mr. Pirsch clerked for the Nebraska Department of Justice in Criminal Appeals and, following graduation, he was appointed as an Assistant Attorney General for the State of Nebraska. Subsequently, he served as Legislative Counsel to Congressman Lee Terry, General Counsel to the Nebraska Auditor of Public Accounts, and Deputy State Treasurer and General Counsel to the Nebraska State Treasurer. Mr. Pirsch is licensed in both state and federal courts in Nebraska, the District of Columbia, the Court of Appeals for Veterans’ Claims, and the United States Tax Court. He is also the author of numerous business law articles, Attorney General Opinions, fiction, and his thesis, Blind Trusts as a Model for Campaign Finance Reform, was selected for publication by the William and Mary Policy Journal.

Catherine  Swiniarski

Owner and Managing Attorney at Elder Law of Omaha, PC, LLO

Ms. Swiniarski is licensed to practice in Nebraska and Iowa. She is a member of Wealth Counsel, the Academy of Special Needs Planners, the National Academy of Elder Law Attorneys, Nebraska Bar Association, Omaha Bar Association, and a member of the Omaha Estate Planning Council. Most recently she was editor in chief of the Nebraska Elder Law Handbook.

Elder Law of Omaha’s primary practice areas are Estate Planning include Trusts, Special Needs Planning, Asset Preservation Planning, and Probate and Trust Administration. Ms. Swiniarski received her Juris Doctorate from Creighton University School of Law in 1986. Since that time, she has practiced law in a wide variety of settings, from corporate to private practice. In addition, she has taught legal topics in various academic settings.

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