by Patrick Sullivan | Jun 9, 2026 | Blog
Estate planning in Nebraska involves unique considerations, including inheritance tax, probate procedures, and the strategic use of trusts. While Nebraska does not impose a state estate tax, beneficiaries may owe inheritance tax depending on their relationship to the decedent. Thoughtful planning with revocable or irrevocable trusts, small estate procedures, and lifetime gifting strategies can help reduce tax exposure and streamline asset transfers. Coordinating Nebraska-specific rules with federal estate and gift tax laws is essential for an effective wealth transfer plan. With experienced legal guidance, families can protect their assets, minimize unnecessary legal hurdles, and ensure their legacy reflects their long-term goals.
by Patrick Sullivan | Feb 17, 2026 | Blog
Planning how your wealth will be transferred is about more than writing a will; it’s about protecting your legacy, minimizing taxes, and ensuring your assets benefit the people and causes you care about most. In this article, an experienced Omaha estate planning attorney shares practical wealth transfer strategies, including trusts, lifetime gifting, charitable planning, and generation-skipping techniques, to help Nebraska families plan confidently for the future.
by Patrick Sullivan | Feb 3, 2026 | Blog
With recent changes to Nebraska’s tax laws and ongoing discussions in the Legislature, it’s more important than ever to understand how estate taxes and inheritance taxes work in our state.
by Patrick Sullivan | Dec 18, 2025 | Blog
Gift planning is not simply about moving wealth. It’s about timing, structure, and compliance. The interplay between exclusions, exemptions, and advanced trust structures means professionals must stay sharp on both tax code mechanics and practical implementation. But the rules around annual exclusions, lifetime exemptions, and exceptions often create confusion. Here’s a structured breakdown on advanced estate planning.
by Patrick Sullivan | Dec 8, 2025 | Blog
Gift planning is not simply about moving wealth. It’s about timing, structure, and compliance. The interplay between exclusions, exemptions, and advanced trust structures means professionals must stay sharp on both tax code mechanics and practical implementation. Let’s break it down.
