Profile
Amanda M. Forker advises clients in the areas of estate planning, trusts, wealth transfer, taxation, business succession planning, and nonprofit administration. Amanda’s practice includes drafting estate plans and advising fiduciaries in the administration of estates and trusts. Her representation of clients includes generally coordinating her client’s family, business, and charitable objectives through estate and tax planning, providing insight and direction to nonprofit and for-profit entities, planning business ownership succession, and creating charitable giving plans. Amanda enjoys building a relationship with her clients, learning about their business and investment portfolios, and understanding the unique needs of their families.
Amanda was named to the Super Lawyers Rising Stars in Estate Planning & Probate in 2021-2023. Amanda was listed in Nonprofit/Charities Law in Omaha Magazine’s 2021 Top Lawyers listing.
Areas of Practice
Education
- American College, Chartered Advisor in Philanthropy, 2017
- Creighton University School of Law, J.D., magna cum laude, 2011
- University of Nebraska-Lincoln, B.S.B.A., Finance, 2008
Bar and Court Admissions
- Iowa, 2011
- Nebraska, 2012
Professional & Civic Affiliations
- Nebraska State Bar Association
- Iowa State Bar Association
- Omaha Bar Association
- Omaha Venture Group, Past Chair
- Junior Achievement Volunteer
Selected Practice Highlights
- Developing comprehensive wealth transfer plans with individuals and business owners
- Providing guidance to fiduciaries in trust administration including providing advice regarding irrevocable trust modification
- Preparation of federal estate and gift tax returns and representation of clients during IRS audit review of estate and gift tax returns
- Supporting families with coordination of multigenerational communication and family meetings
- Representing individuals and nonprofits in design and implementation of charitable gift agreements and commitments
- Review of private foundation excise tax matters
- Assisting nonprofit organizations with development of operating procedures, governance, and compliance with IRS regulations and mergers of exempt organizations
- Providing representation to private foundations in IRS audits, examinations and controversies
Recent Speaking Engagements
- “Estate Planning,” Union Bank and Trust Retirement Readiness Seminar, October 2024
- “Current Conversations: Unauthorized Practice of Law Analysis in Representation of Complex Individuals, Estates, & Trusts with Multistate Assets,” 2024 John M. Gradwohl Estate and Business Planning Program, May 2024
- “Fulfilling Your Client’s Legacy,” Conversations with Caps, Omaha Community Foundation, Omaha, NE, November 2023
- “A Letter to my Surviving Spouse,” Lutz Webinars, May 2023
