Daniel Wintz

Daniel Wintz

Probate, trust administration, wills, special needs trusts, powers of attorney
  • Estate Planning, Probate, Elder Law
  • Iowa, Nebraska
Badges
Claimed Lawyer ProfileSocial Media
Biography

• Immediate Past Nebraska State Chairman American College of Trust
and Estate Counsel [ACTEC]
• Certified Estate Planning Law Specialist
• Member Board of Directors Estate Law Specialist Board, Inc., the
only estate planning certification organization accredited by the
American Bar Association
• Martindale-Hubbell AV-Preeminent Peer Review Rating and
Distinguished Peer and Client Reviews
• Best Lawyers in America
• Super Lawyers
• Omaha Estate Planning Council
• Creighton University School of Law – Estate Planning Adjunct
Professor
• Nebraska Bar Association - Real Estate, Probate & Trust Law Section
• Iowa Bar Association - Elder Law and Probate, Trust & Estate Planning
Sections
• 2011 Nebraska Partnership for Philanthropic Planning Community
Sower Award

Ranked Tier 1 and Best Lawyer in Trusts & Estates Law and Employee Benefits (ERISA) Law, and Elder Law in the Omaha region by Best Lawyers in the Eighth Edition of "Best Law Firms" for demonstrating a unique combination of quality law practice and breadth of legal expertise in these practice areas.  

Daniel Wintz has been elected as an ACTEC Fellow in its exclusive Fiduciary Litigation and the Fiduciary Administration Sections.

Daniel J. Wintz has been recognized repeatedly by his peers as Omaha’s “Lawyer of the Year” for Trusts and Estates.

Daniel J. Wintz has been elected to the Great Plains Super Lawyers list in the practice area of Estate Planning & Probate, an honor reserved for lawyers who exhibit excellence in a practice area.

Daniel J. Wintz has been designated by his peers as "Lawyer of the Year" for his work in Elder Law in annual Omaha editions of The Best Lawyers in America.

Legal practice dedicated to ESTATE PLANNING, LIVING TRUSTS, SPECIAL NEEDS TRUSTS, WILLS, FINANCIAL AND MEDICAL DURABLE POWERS OF ATTORNEY, ESTATE ADMINISTRATION, PROBATE, and FIDUCIARY REPRESENTATION

Education
University of Nebraska - Lincoln
J.D. (1975) | Law
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University of Nebraska - Lincoln Logo
University of Chicago
B.A. (1972) | Tudor-Stuart British Intellectual History
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University of Chicago Logo
Professional Experience
Director
Gross Welch Marks Clare PC LLO
- Current
Practice is dedicated to estate planning, wills, living trusts, powers of attorney, probate, trust administration, special needs trusts, and elder law.
Attorney Member
Badura & Wintz Law LLC
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Practice is dedicated to estate planning, wills, living trusts, powers of attorney, probate, trust administration, special needs trusts, and elder law.
Attorney Member
Koley Jessen, P.C. LLO
-
Practice focused only qualified retirement plans, deferred compensation, equity based compensation, and estate tax planning, wills, and living trusts.
Attorney Member
Fraser Stryker P.C. LLO
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Practice focused only qualified retirement plans, deferred compensation, equity based compensation, employee benefit plans, and estate tax planning, wills, and living trusts.
Publications
Articles & Publications
Creation and Administration of Trusts
Nebraska State Bar Association
Considerations for Employee Benefit Plans and Human Resource Practices Following United States v. Windsor
The Nebraska Lawyer
Speaking Engagements
The New Uniform Nebraska Directed Trust Act - NRS § 30-4301 to § 30-4319, Omaha, NE
Omaha Estate Planning Council
This presentation explored the mandatory fiduciary duties of both a directed trustee and a trust director. Discussed the kinds of powers that can be granted to a trust director (and grants of powers that do not create trust director status), the default and mandatory fiduciary duties of the trust director, the fiduciary duty of a directed trustee, and the Act’s rules for information sharing and monitoring among trust directors and directed trustees.
The New Uniform Nebraska Directed Trust Act, 2020 John M. Gradwohl Estate and Business Planning Program, Lincoln, NE
The University of Nebraska College of Law
This presentation explored the mandatory fiduciary duties of both a directed trustee and a trust director. Discussed the kinds of powers that can be granted to a trust director (and grants of powers that do not create trust director status), the default and mandatory fiduciary duties of the trust director, the fiduciary duty of a directed trustee, and the Act’s rules for information sharing and monitoring among trust directors and directed trustees.
Changes in Attitudes Changes in Latitudes, Drafting Considerations Under the Title 4 of the Uniform Trust Code, Bar Association Annual Meeting, Lincoln, Ne
Nebraska State Bar Association
Certifications
Certified Estate Planning Law Specialist
American Bar Association
Awards
"Lawyer of the Year" for his work in Elder Law in Omaha
The Best Lawyers in America
Ranked among America’s “Best Law Firms.” Badura & Wintz Law LLC received Tier 1 (the highest) rankings in Trusts & Estates Law, Employee Benefits (ERISA) Law, and Elder Law in the Omaha Metropolitan area
Badura & Wintz Law LLC
Badura & Wintz Law LLC received Tier 1 (the highest) rankings in Trusts & Estates Law, Employee Benefits (ERISA) Law, and Elder Law in the Omaha Metropolitan area
Elected to participate in ACTEC’s exclusive Fiduciary Litigation and Retirement Plans in Estate Planning Sections
American College of Trust and Estate Counsel
George H. Turner Award
Nebraska State Bar Association
For demonstrating unusual effort in furthering public understanding of the legal system, the administration of justice, and confidence in the legal profession
2019 AV Preeminent
Martindale-Hubbell
Based on Peer Reviews
Avvo Rated Top Lawyer 2019
Avvo
Estate Planning & Probate Recognition
Great Plains Super Lawyers
Exhibiting excellence in a practice area
2018 Edition of Best Lawyers in America in the practice areas of Elder Law, Employee Benefits (ERISA) Law, Litigation – ERISA, and Trusts & Estates Law
Best Lawyers in America
Omaha’s 2017 “Lawyer of the Year” for Trusts and Estates.
Best Lawyers in America
Certified Estate Planning Law Specialist
Americican Bar Association
Peer Recognition for Trusts & Estate Law
Super Lawyers
Fellow
American College of Trust and Estate Counsel
Sower Award
Nebraska Partnership for Philanthropic Planning Community
2011 Community Sower Award
Nebraska Partnership for Philanthropic Planning
In recognition of work with clients in aiding them fulfill their charitable planning objectives
AV- Distinguished
Martindale-Hubbell
Professional Associations
American College of Trsut and Estate Counsel ("ACTEC")
Fellow
- Current
Activities: Fiduciary Litigation and Retirement Plans in Estate Planning Sections
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Iowa State Bar Association
Member
- Current
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Omaha Estate Planning Council
Member
- Current
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Nebraska State Bar
Member
- Current
Activities: Estate and Probate Section; Rural Practice Initiative
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Jurisdictions Admitted to Practice
Iowa
Supreme Court of Iowa
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Nebraska
Nebraska State Bar Association
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8th Circuit
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U. S. Tax Court
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U.S. District Court, District of Nebraska
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U.S. Supreme Court
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Practice Areas
Estate Planning
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Probate
Probate Administration, Probate Litigation, Will Contests
Elder Law
Websites & Blogs
Website
Please vist our website
Contact & Map
Gross Welch Marks Clare
2120 South 72nd St.
Suite 1500
Omaha, NE 68124
US
Telephone: (531) 444-4993