This presentation will focus on the use of charitable vehicles such as charitable remainder trusts, charitable lead trusts, private foundations, and donor advised funds to assist clients with creating individual or family legacies with the businesses that they have worked hard to grow.
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Nebraska MCLE #267105, 0.75 CLE Hours (OnDemand credit)
Combining charitable planning with business succession planning provides clients with the opportunity to provide for their loved ones, leave a philanthropic legacy, and reduce or eliminate tax liabilities. This presentation will focus on the use of charitable vehicles such as charitable remainder trusts, charitable lead trusts, private foundations, and donor advised funds to assist clients with creating individual or family legacies with the businesses that they have worked hard to grow.
Brittney Holley, Cline Williams Wright Johnson & Oldfather, LLP
Brittney’s practice includes several specialized areas of focus. She counsels clients on wealth transfer and estate design planning, including wills, trusts, fiduciary administration, family charitable foundations, gift and estate tax planning, and related matters. Brittney assists clients with a range of business transactions, including entity formation, mergers, business transaction planning and other related transactions. She represents clients in various aspects of state and federal income tax planning, including assisting tax-exempt organizations with formations, maintenance, and compliance matters.
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Active Nebraska attorneys are required to complete 10 hours of continuing legal education (CLE) each year. Two of those 10 hours must be in the field of professional responsibility (ethics). Nebraska attorneys may claim only 5 hours of distance-learning CLE per year. Webinars viewed on this portal are considered distance-learning. Under the new MCLE reporting process, the NSBA will report your attendance for this program, which will be automatically updated into your transcript. The NSBA has 30 days to report your hours to Nebraska MCLE, and your transcript may not update immediately. You are no longer able to log your own hours in your transcript; they must be reported by the sponsor.
For more information about Nebraska CLE requirements, see the MCLE Commission’s website at https://attorneys.nejudicial.gov/. For questions about CLE requirements, your own CLE transcript, or about reporting CLE credit online, contact the Nebraska Supreme Court’s Attorney Services Division at (531) 510-3641.
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