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Daniel Wintz

Estate planning Attorney at Omaha, NE

5.0   2 reviews
  • State Years
    Iowa - IA 10 years
    Nebraska - NE 48 years
  • Licensed for 10 years
    State IA
    Acquired 2014
    Status
    Active No misconduct found
  • Licensed for 48 years
    State NE
    Acquired 1975
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Daniel

Learn Daniel’s areas of practice.

4
Practice areas
  1. Estate planning
    60%
    “Estate Planning” is a process bringing to bear a broad range of practical and professional legal knowledge and services to meet your lifetime, incapacity, end of life, and after death objectives. You may have several planning objectives, family relations and dynamics, and varieties of assets that need to be addressed in the estate planning process.

  2. Probate
    20%
    Probate is legal proceeding that validates a Will (or imposes the state laws of descent and distribution if there is no Will) and appoints and empowers a Personal Representative for a decedent’s estate.

  3. Trusts
    10%
    A living trust can help you manage your assets and protect you should you become ill, disabled, or simply want to have assistance with your financial affairs.

  4. Wills and living wills
    10%
    f you die intestate (that is, without a Will) state law dictates who receives your property and how much.

I am the first and currently only Estate Planning Law Specialist certified in Nebraska by the American Bar Association accredited Estate Planning Law Specialist Board. Creating an effective estate plan is a process that begins with respect for you and listening carefully to you, and learning your objectives, concerns and aspirations. Then, we bring to bear a broad range of practical and professional legal knowledge and experiences to meet your objectives.

Estate planning always requires knowledge and experience in the law and drafting of Wills and trusts, estate and trust administration, and Durable Powers of Attorney, Health Care Powers of Attorney and Living Wills. In addition, estate planning and elder law counseling often requires thorough knowledge of laws relating to guardianships; conservatorships; long-term care insurance; Medicare and Medicaid; taxation of retirement accounts; ERISA retirement plan rights; business law for closely held businesses and limited liability companies; domestic relations; and creditors’ rights and asset protection.

To help you attain your objectives, we are proud to include in our practice Nebraska’s first and currently only Estate Planning Law Specialist certified by the Estate Law Specialist Board, Inc. accredited by the American Bar Association, a Fellow in the American College of Trust and Estate Counsel, and a Creighton University School of Law Estate Planning Adjunct Professor. In addition, we maintain and improve our skills through membership in and focused continuing legal education through the National Academy of Elder Law Attorneys; WealthCounsel; ElderCounsel; the Omaha Estate Planning Council; the Nebraska Bar Association - Real Estate, Probate & Trust Law Section; and the Iowa Bar Association - Elder Law and Probate, Trust & Estate Planning Sections. 

We look forward to meeting with you to listen and then sharing with you approaches to develop an understandable estate plan that will maintain your (and if you are marred, your spouse’s) financial security through your lifetimes and ensure the intended transfers of your property and assets at your deaths, while taking into consideration the unique circumstances of your family, your loved ones, and your assets. Ours is not a “one size fits all” or “law in a box” approach. We will treat you with respect to address your unique stories and situations.   

Photos and videos

Location

Badura Wintz Law LLC
7602 Pacific St, Suite 300
Omaha, NE, 68114

Reviews

5.0 / 5.0
  2 customer reviews
5 Star
 
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4 Star
 
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1 Star
 
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Posted by Abbie | September 20, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Made the Difficult Understandble
We have second marriages and 3 families. The other attorneys made this seem so difficult to accomplish what we want. Dan made it understandable and helped put together the plan we want for ourselves and our families.
Posted by Abbie | September 20, 2015
This review is from a person who hired this attorney.
| Hired Attorney
He Made It Understandable
We were trying to figure out what to do with our estate planning (2nd marriages and families for both of us). The two other attorneys we visited with made it seem so difficult. Dan helped us focus on what we want to do and how to accomplish that. We developed an plan that fits us and our children. Thank you Dan

Cost

Rates
  • Hourly Rates $ 300-350 per hour
Payment methods
Cash, Check

Resume

AVVO RATING 9.0 (Superb)

Work Experience

  • Partner
  • Badura & Wintz Law
  • 2016 - Present
  • Partner
  • Koley Jessen P. C., LLO
  • 2014 - 2016
  • Adjunct Professor - Estate Planning
  • Creighton University College of Law
  • 2008 - 2015
  • Partner
  • Fraser Stryker PC, LLO
  • 2003 - 2014
  • Senior Manager
  • Deloitte & Touche
  • 1999 - 2003
  • Senior Vice-President
  • SilverStone Group
  • 1993 - 1999
  • Partner
  • Fitzgerald, Schorr, Barmettler & Brennan, PC
  • 1987 - 1993
  • Partner
  • Hotz, Kizer & Wintz, PC
  • 1981 - 1987
  • Vice-President & Trust Officer
  • Omaha National Bank
  • 1975 - 1981
View all work experience

Education

  • University of Nebraska College of Law
  • JD - Juris Doctor
  • 1975
  • University of Chicago
  • BA - Tudor-Stuart British Intellectual History
  • 1972

Sample of Legal Cases

  • Stack v. American Medical International, Inc.
  • $2.3 Million settlement plus attorneys' fees
  • FirsTier Bank, N.A. v. Zeller, 16 F.3d 907 (8th Cir. 1994)
  • Success

Associations

  • Iowa State Bar Association
  • 2014 - Present
  • American College of Trust and Estate Counsel
  • 2004 - Present
  • American Bar Association
  • 2003 - Present
  • Pension Council of the Midlands
  • 1983 - Present
  • Omaha Bar Association
  • 1976 - Present
  • Nebraska State Bar Association
  • 1975 - Present
View all associations

Languages Spoken

  • English

Honors and Awards

  • Super Lawyer
  • Super Lawyers
  • 2016
  • Best Lawyer
  • Best Lawyers in America
  • 2016
  • AV Rated
  • Martindale-Hubbell
  • 2016
  • Community Sower Award
  • Nebraska Partnership for Philanthropic Planning
  • 2011
  • Fellow
  • American Inns of Court
  • N/A
View all awards

Publications

  • Nebraska Lawyer Magazine
  • Considerations in U. S. v. Windsor
  • 2013
  • Nebraska Lawyer Magazine
  • Drafting Considerations Under the Uniform Trust Code
  • 2004

Speaking Engagements

  • Estate Planning for Blended Families
  • Estate Planning for Blended Families
  • 2012
  • New Nebraska Guardianships and Conservatorship Rules and Procedures
  • New Nebraska Guardianships and Conservatorship Rules and Procedures
  • 2011
  • Emloyer Update
  • Healthcare Reform: Analysis and Action Plan for Employers
  • 2010
  • Quo Vadis with Charitable Lead Trusts
  • Quo Vadis with Charitable Lead Trusts
  • 2010
  • Is Your Retirement Plan Opening the Door to an Investigation?
  • Is Your Retirement Plan Opening the Door to an Investigation?
  • 2009
  • If You Screw This Up, You're Fired
  • If You Screw This Up, You're Fired
  • 2007
  • Complying with Intermediate Sanctions
  • Complying with Intermediate Sanctions
  • 2006
  • Final 409A Regulations: Countdown to 12/31/2007
  • Final 409A Regulations: Countdown to 12/31/2007
  • 2006
  • IRA Charitable Transfers, Nebraska Planned Income Tax Credit and Pension Protection Act Provisions"
  • IRA Charitable Transfers, Nebraska Planned Income Tax Credit and Pension Protection Act Provisions"
  • 2006
  • Pension Protection Act of 2006 Effects on Defined Contribution Plans
  • Pension Protection Act of 2006 Effects on Defined Contribution Plans
  • 2006
  • Nebraska Bar Association
  • Drafting Considerations Under the Uniform Trust Code
  • 2004
View all speaking engagements

Attorney endorsements

Received (2)
Given (1)
Endorse Daniel
Estate planning Attorney | Mar 01
Relationship: Worked together on matter
"Dan is an exceptional attorney whose practice combines terrific knowledge and analytical skills and exceptional client communication. Dan and I worked together on an estate plan for a client that had several technical considerations. Specifically, the clients had to balance a very large tax deferred plan, sustaining cash flow for the balance of their lives while achieving their charitable planning goals. Dan effectively walked the clients through several scenarios and explained it to them in a way that was understandable and effectively affirmed the clients' goals. Additionally, I have been in public speaking forums with Dan and his ability to illustrate real client situations that induces the public to take action is remarkable. Dan is also a part time professor at Creighton University and keeps up with new developments in the law. I consider it a privilege to work with him on matters and highly recommend his legal services to any prospective clients."
Estate planning Attorney | Jul 27
Relationship: Worked together on matter
"I endorse Dan because he's the most creative estate planners I've ever met, finding unique and workable solutions to everyday and complex matters"
Estate planning

Avvo Contributions

This attorney hasn't created any legal answers in Q&A or legal guides recently on Avvo.

Omaha Estate planning Lawyer Daniel Wintz
Daniel Wintz
Estate planning Attorney
Omaha, NE
Licensed for 48 years