Complimentary Workshop:

Preserve What Matters to You

Estate Planning & Preservation

You and a guest are invited to join us for a special presentation at Bess Dodson Walt Branch Library in Lincoln, NE. Register below!

Do you know how to keep your assets out of probate, potentially reduce tax-exposure and have a plan to ensure your heirs retain your assets? Join your presenters, Jim Blazek & Paul Blazek, while we discuss how to preserve your estate. This event will hosted by Dave Buchanan, Shawn Ahl CPA. In this presentation, we'll cover:

  • How to control who gets what, when and how. 
  • Strategies to help you avoid probate.  
  • How to calculate the value of your estate.  
  • Intestacy and how it could affect estate distribution. 
  • The difference between a revocable or irrevocable trust.
  • Strategies that could help reduce taxes.  
  • How to finalize your last wishes. 
  • Setting up in basis rules on inherited assets vs. carryover basis rules on gifts. 
  • Preserving your assets against potential risks such as children's debt, divorce and disability.
  • And much more!

Seating is limited. Sign up below to reserve your seats!

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. 


This comprehensive presentation may help you better understand estate planning strategies that help you preserve assets and understand how assets are transferred to heirs. You’ll also learn about common oversights that can dramatically impact your estate.

Dates & Times: 

Thursday, November 7, 2019 from 6:00 p.m. to 7:30 p.m.

Saturday, November 9, 2019 from 12:30 p.m. to 2:00 p.m.

Venue: Bess Dodson Walt Branch Library

Location: 6701 S 14th St, Lincoln, NE 68512





James T. Blazek, Founder The Estate Planning Law Group of Blazek and Gregg

Jim Blazek is the founder of The Estate Planning Law Group of Blazek and Gregg, a unique law firm that is devoted to estate and business planning, serving clients throughout Nebraska and Iowa. Jim graduated from the University of Nebraska at Lincoln in 1978, with a Bachelor of Science in Business Administration, concentrating in Finance. He received his Juris Doctor Degree from Creighton University School of Law in 1981. He has been assisting clients with their Estate and Business Planning needs for over thirty-eight years.  

Paul Blazek 

Paul Blazek graduated from Hastings College in 2013 with a Bachelor of Arts in Marketing and graduated Cum Laude from Creighton University School of Law in 2018 with a Juris Doctor degree. During his time at Creighton, Paul received the CALI Excellence for the Future Award in: Estate Planning, Cross-Examination, and International Criminal Law. Paul is licensed in Nebraska, Iowa, and Colorado. 


Dave A. Buchanan, President Retirement Wealth Solutions of Nebraska

Having more than two decades of experience, Dave Buchanan has extensive expertise in retirement and wealth planning, as well as in tax-reduction strategies. Dave first proves his dedication with his clients and then moves forward with the proper implementation of the outlined strategies, ensuring he’s building long-lasting and successful relationships. To best serve his clients, Dave is licensed in life and annuities, holds his Series 65 securities license and graduated from the University of Nebraska with a bachelor’s in business. Dave is also the Director of Lincoln Operations for the Foundation for Educational Partnership (, one of the largest and fastest growing 501(c)(3) nonprofits in the country. State License Number - 703622

Shawn Ahl, CPA

Shawn Ahl, CPA, is committed to always putting the clients’ needs first. Using her expertise in retirement income planning, Shawn takes pride in having the ability to help clients enter the next stage of their lives with confidence. She learned early on being a good listener is beneficial, and she’s also compassionate and energetic about her work. Shawn is also an Ed Slott Elite Advisor. Focusing on keeping her clients informed is a main component for how Shawn operates. Being informed allows each individual to take a major role in the decision-making process and truly feel good about the choices they’ve made.