About Daniel Wintz

Dan is a highly respected and accomplished estate planning, special needs trust, probate, and estate and trust litigation attorney. For over 40 years, he has helped business owners and executives, farmers and ranchers, and many others secure their families’ futures including those, especially children, who have disabilities.

He has earned recognition in probate litigation through representation of corporate and individual personal representatives, trustees, conservators and guardians, and estate and trust beneficiaries. Dan also brings to bear unique knowledge about lifetime and death planning for IRA, retirement plan, deferred compensation, and equity-based compensation plans for clients and their families. His farm background serves him well as a trusted adviser to farm families on farm transition planning, taking care of the surviving spouse, and providing for on- and off-farm heirs.

Dan has authored or co-authored numerous articles on estate planning including Chapter 18, “Creation and Administration of Trusts” of the Nebraska State Bar Association’s Probate Practice Manual and is a frequent speaker on estate planning topics including: the Nebraska State Bar Association’s Continuing Legal Education program on Administering Trusts & Medicaid for Estate Planners in 2018; the Association’s Estate Planning and Probate Seminar, Changes in Attitudes Changes in Latitudes, Drafting Considerations Under the Title 4 of the Uniform Trust Code, and the ARC of Nebraska, “Special Needs Trusts.” Dan was also instrumental in the drafting and passage of Nebraska’s Uniform Directed Trust Act.

Dan and Margaret Badura chose to partner with Gross Welch Marks Clare because its excellent attorneys share their values, and the firm has a proven track record of success not only in estate planning and related legal areas, but also in other areas such as Business Planning, Taxation, Real Estate, and Family Law. Dan & Margaret’s commitment to providing personalized attention and customized solutions for each client remains unchanged as they continue to uphold the high standards of professionalism and integrity that have been the hallmark of their practices.

 

Awards

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Wills and Probate
Posted by Bill
May 08, 2021
Hired Attorney

Thank you for helping us with our mother's estate. We wish she had seen you and made a will. But you got us through it

Trusts and Estates
Posted by anonymous
March 04, 2017
Hired Attorney

My mother passed away and she had a Will she prepared on-line with the help of a grandson. It was a mess. Mr. Wintz helped us out with patience and understanding.

Trusts and Estates
Posted by anonymous
March 24, 2016
Hired Attorney

Provided me with a clearly understandable estate plan that addressed all of the unique requirements I have. A very thorough process that made me think about things I hadn't thought of before.

Services

Areas of Law

  • Trusts and Estates 1
    • Estate Planning
  • Elder Law
  • Agricultural Law
  • Other 3
    • Probate
    • Estate and Trust Litigation
    • Special Needs Trusts

Practice Details

  • Payment Information
    Payment & Cost Features
    Fixed hourly rates
    Fixed fees available
    Accepted Credit Cards
    American Express
    Discover
    MasterCard
    Other
    Visa
  • Firm Information
    Position
    Director
    Firm Name
    Gross Welch Marks Clare, PC, LLO
  • Additional Links

Experience

  • Bar Admission & Memberships
    Admissions
    1975, Nebraska
    1975, U.S. District Court, District of Nebraska
    1978, U.S. Tax Court
    1981, U.S. Supreme Court
    2008, U.S. Court of Appeals, Eighth Circuit
    2014, Iowa
    Bar Fellowship
    - American College of Trust and Estate Counsel. Listed in The Best Lawyers in America, Trusts and Estates, Elder law, Employee Benefits (ERISA) Law and Litigation - ERISA. Super Lawyer. AV- Preeminent Peer Rated (Martindale-Hubbell). Adjunct Professor, Creighton University College of Law - Estate Planning. A Co-developer of Benefit Systems Advisory Services ("BSAS"), a multi-stage national legal verification service for payroll and employee benefit administration systems to assure that rates and algorithms accurately reflect federal and state laws. Retirement and Employee Benefit Systems Compliance Reviews Team leader: State of Arkansas; City of Virginia Beach, VA; City of San Antonio, TX. Creighton University School of Law Adjunct Professor: Estate Planning. Author: Fraser Stryker PC LLO/SilverStone Group, Inc. joint presentations, April-May 2010-, "Healthcare Reform: Analysis and Action Plan for Employers;" Nebraska Partnership for Planned Giving, February 2010-, "Quo Vadis with Charitable Lead Trusts;" Sioux City, Iowa, and Sioux Falls, South Dakota, Chambers of Commerce, September 2009-, "Is Your Retirement Plan Opening the Door to an Investigation?;" Human Resources Association of the Midlands Keynote Address, October 2007-, "If You Screw This Up, You're Fired;" Human Resources Association of the Midlands Technical Session, October 2007-, "Final 409A Regulations: Countdown to 12/31/2007;" Human Resources Association of the Midlands, November 2006-, "Pension Protection Act of 2006 Effects on Defined Contribution Plans;" Catholic Archdiocese of Omaha Office of Stewardship and Development, October 2006-, "IRA Charitable Transfers, Nebraska Planned Income Tax Credit and Pension Protection Act Provisions;" National Business Institute, June 2006-, "Complying with Intermediate Sanctions" and "Planning Techniques for Charitable Giving;" Nebraska CLE March 2004-, Estate Planning and Probate Seminar, "Changes in Attitudes Changes in Latitudes, Drafting Considerations Under the Title 4 of the Uniform Trust Code;" Nebraska ARC, February 2004, "Special Needs Trusts." SAP Pension Administration Systems and Coding Level II certified. Co-author: "Asset Management Strategies Revisited," 37 Cath. Law 165 (1996); "Individual Prohibited Transaction Exemptions: The Common Law," 29 Real Property, Probate and Trust Journal, 185 (1994). Fellow: Nebraska State Bar Association House of Delegates and Rural Practice Initiative. Member: Nebraska State Bar Association (Member, Sections on: Business Law; Real Estate, Probate and Trust Law; Taxation), Omaha Bar Association, Omaha Estate Planning Council; Pension Council of the Midlands; and American Bar Association (Member, Sections on: Real Property; Trust and Estate Law, Committees on: Charitable Organizations and Planning; Estate and Gift Tax; Qualified Plans; Uniform Acts for Trust and Estate Law; Member, Taxation Section, Committees on: Business Succession Planning; Defined Benefit Plans; Defined Contribution Plans; ESOPs; Exempt Organizations and Government Plans; Intermediate Sanctions; Private Foundations; Self Correction, Determination Letters and Other Administrative Practices; Member, Sections on: Charitable Planning and Organizations Group; Employee Benefit Plans and Other Compensation Arrangements Group). Fellow: Nebraska State Bar Association House of Delegates; Nebraska State Bar Association Rural Practice Initiative
  • Education & Certifications
    Law School
    University of Nebraska at Lincoln College of Law
    Class of 1975
    J.D.
    Other Education
    The University of Chicago
    Class of 1972
    B.A.
    Tudor-Stuart British Intellectual History
    Legal Certifications
    Certified Estate Planning Law Specialist

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Attorneys FAQs

  • Is this attorney admitted to the bar in more than one state?
    Yes, Daniel Wintz is admitted to practice in Iowa and Nebraska.
  • Is this attorney admitted to practice in any U.S. Federal Courts?
    Daniel Wintz is admitted to practice before the United States Court of Appeals for the Eighth Circuit, United States District Court for the District of Nebraska, United States Supreme Court and United States Tax Court.
  • Does this attorney maintain a professional presence on any social networks?
    Yes, Daniel Wintz has a professional profile on LinkedIn.
  • Is this attorney Martindale-Hubbell Peer Review rated?
    Yes, Daniel Wintz has a 4.8 Peer Rating from Martindale-Hubbell.
  • Is this attorney Martindale-Hubbell Client Review rated?
    Yes, Daniel Wintz has a 5.0 Client Rating from Martindale-Hubbell.