Lisa Lehan Email & Phone Number

Omaha, Ne, Us

Omaha, Nebraska, United States

Greater Omaha Area

I counsel a broad array of clients on the tax-efficient design and implementation of customized estate plans to address each client’s specific objectives. My legal services range from the preparation of basic wills, trusts, durable powers of attorney and advance directives to implementing sophisticated wealth transfer techniques in an effort to help minimize the impact of gift, estate and generation-skipping taxes on families. I also advise entrepreneurs and business owners on federal and state tax strategies, including IRS controversy matters.

Greater Omaha Area

Director Retirement Plans Compliance (2008-2013)I was the attorney & compliance officer for the Retirement Plans Division & a member of the senior leadership team. I was responsible for all legal & compliance matters. I led the FINRA oversight of registered representatives, developed & drafted retirement product contracts. I provided legal solutions regarding tax, ERISA, property, contract, insurance & employment laws. I managed the relationships with the broker-dealer, general counsel & outside counsel. I drafted & negotiated third-party contracts. I led the implementation of the Company’s compliance with qualified plan fee disclosure requirements under Department of Labor regulations (ERISA 408(b)(2), 404(a)). I worked with the executive leadership team to establish department strategy, priorities & culture. I managed a professional staff, including attorneys, paralegals & law student interns & was responsible for the department budget. I completed the Company’s 2 year Advanced Leadership Program & served as Mutual of Omaha’s representative on the National ACLI Retirement Plans Committee.Director Corporate Compliance (2014-2015)I was a member of the Corporate Compliance & Ethics Division leadership team & was responsible for establishing strategy & providing assurance to protect the Company’s reputation. I ensured regulatory requirements were implemented into business area practices & procedures, directed enterprise-wide federal & state compliance projects, led the annual regulatory risk-based assessment, managed professional compliance staff in the performance of regulatory audits, ensured remediation efforts met established timeframes, reported to the Company’s governing risk committees, & led the development of a governance framework for Company-wide policies & standards. I directed business transformation initiatives using Lean methodologies. I served as the Professional & Personal Development Chair on the Company’s Women In Leadership Board for 2 years.

Greater Omaha Area

Shareholder (2006-2008); Associate Attorney (2003-2006); Law Clerk (2001-2003)As a member of the tax practice group, I was responsible for researching, analyzing and preparing recommendations regarding personal, corporate and partnership tax planning and compliance, estate planning, executive compensation and employee benefits planning and compliance, and corporate regulatory issues. This included all aspects of income, sales, estate and gift tax matters, as well as entity planning and formation. I also prepared IRS and state department of revenue audit protests, appeals, and IRS private letter ruling requests, and participated in county court probate proceedings. In addition, I negotiated IRS offers in compromise and installment plans for outstanding income and payroll tax liabilities.

Greater Omaha Area

Course: Estate PlanningI taught the cap-stone course to third-year law students regarding the planning for lifetime and testamentary wealth transmission in the context of common estate planning models. Prerequisites for this course included property, income taxation, trusts and estates, and estate and gift taxation.

Greater Omaha Area

Jd, Business Concentration, Summa Cum Laude

Activities and Societies: Creighton Law Review, Student Articles Editor

Bsba, Accounting, Summa Cum Laude

Activities and Societies: Beta Alpha Psi (Honorary Accounting Fraternity), Pi Beta Phi (Social Sorority; Vice President)

Education record

Activities and Societies: National Honor Society, National Art Honor Society (President, Vice President), Color Guard