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OUR ATTORNEYS

James D. Wegner

Jim represents a diverse base of public and private clients in the full spectrum of corporate, business law and taxation. His practice includes a wide range of matters relating to acquisitions, dispositions, leasing, financing and equity transactions. Jim has extensive experience in business planning, including the structuring, formation, and operation of corporations, partnerships, LLCs, nonprofit entities and 501(c)(3) organizations, as well as advising clients concerning the structuring of transactions to minimize taxes. Jim also has considerable experience in designing sophisticated estate plans and business succession plans, including establishing lifetime gifting programs, creating family wealth transfer vehicles and charitable giving programs, and drafting and implementing associated planning documents.

Jim also is an aviation attorney and ATP rated pilot concentrating in the areas of corporate aircraft transactions and operations. His aviation experience gives him a unique perspective in advising aircraft owners and operators from coast to coast on all aspects of aviation law, including the tax and FAA considerations of aircraft acquisition, financing, operation, leasing and fractional ownership, and negotiating and drafting related aircraft agreements.

Jim also represents insurance companies regarding organizational, operational and regulatory compliance issues. In his insurance practice, Jim advises clients with respect to insurance holding companies, agency arrangements, broker and agent contracts, and privacy requirements of the HIPAA regulations.

Jim has been a shareholder in McGrath North since 1982 and currently serves as a member of the firm's board of directors. 


 



PRACTICE AREAS

Corporate and Business Law
  • Incorporations, Partnerships, Joint Ventures
  • Financing and Loan Agreements
  • Business Planning
  • Shareholder and Buy-Sell Agreements

Taxation
  • Federal, State and Local
  • Corporate, Individual, Partnership

Estate Planning and Estate Administration
  • Estate and Gift Tax Planning
  • Business Succession Planning

Tax Exempt Organizations
  • Planned Charitable Giving
  • Foundations

Aviation Law
  • Federal Aviation Administration Proceedings
  • Aircraft Acquisition/Leasing/Fractional Interests
  • Taxation of Aviation Transactions

Insurance Law
  • Company Organization/Operation
  • Regulatory Compliance


PROFESSIONAL BACKGROUND

Admitted
  • Nebraska, 1980
  • U.S. Tax Court, 1980
  • U.S. Court of Appeals, Eighth Circuit, 1980
  • U.S. Claims Court, 1981

Education
  • Creighton University J.D., Cum Laude, 1980
  • Creighton University B.S.B.A., Summa Cum Laude, 1977

Accomplishments
  • Certified Public Accountant Certificate
  • Lecturer: Nebraska CPA CPE Courses
  • ATP – Airplane/Helicopter
  • Alpha Sigma Nu
  • Beta Gamma Sigma
  • Beta Alpha Psi

Professional Organizations
  • Omaha Bar Association
  • Nebraska State Bar Association
  • American Bar Association (Member, Sections on Taxation, Corporations, Banking and Business Law, and Litigation)
  • Nebraska Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • National Business Aviation Association

Contact  (402) 341-3070
jwegner@mcgrathnorth.com