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Anne K. Burnett

  • Profile
  • Credentials
  • Associations
  • Practice Areas
  • Community Involvement
  

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Dedicated Estate Planning, Elder Law & Probate Attorney in Omaha

Anne K. Burnett is a founding partner of Carlson & Burnett and focuses on serving clients in the areas of estate planning and administration, probate, elder law, Medicaid, and Veteran’s Benefits, real estate, and business planning. Anne is committed to helping clients understand their options and achieve their lifetime estate planning goals with asset protection and any needed business planning. She wants what the client wants – to keep the estate and its funds in the family where it belongs.

Anne graduated with honors from Northern State University in Aberdeen, South Dakota with her Bachelor of Arts in Accounting before attending Creighton University School of Law in Omaha, Nebraska, where she graduated with her J.D. in 1997. She received the CALI Award—an award given for the highest grade in the class—as the top Estate Planning and Product Liability student. She was also a member of the Advanced Trial Practice Competitive Team, displaying an early ability for excellence in courtroom advocacy.

Since graduating, Anne has spent her career providing her clients with excellent counsel and presentation in the area of business, real estate, and estate planning matters. She also serves as a presenter on those topics for numerous business and professional groups. As a wife and mother of two children, she believes in the importance of proper estate and business planning for her clients’ security and the well-being of their families. Anne is known as a dedicated and down-to-earth Omaha estate planning attorney who interacts with clients on a comfortable, familiar level and provides counsel that is accessible and understandable.

Licensed in Nebraska and Iowa

VA accredited attorney (Veteran’s Administration) since 2012

National Association of Elder Law Attorneys

Bar Admissions

  • Nebraska – 1997
  • Iowa – 2007

Associations

  • Millard Educational Foundation
    President Elect, Treasurer, Board Member
    2011-2013
  • St. Augustine’s Indian School Mission
    Secretary, Board Member
    2010 - 2013
Education
  • J.D. Creighton University School of Law - College Omaha, NE 1997
  • B.A. in Accounting Northern State University - College Aberdeen, SD 1994
Awards
  • Nebraska State Bar Association
    Nebraska State Bar Association
  • Iowa State Bar Association
    Iowa State Bar Association
Community Involvement

Publications

  • Beyond the Basics Estate Administration, “Strategies for Solving Probate Issues & Challenges in Nebraska”
    Co-Author
    National Business Institute, 2006
  • How to Draft Effective Wills & Trusts for Your Clients in Nebraska
    Co-Author
    National Business Institute, 2005
  • “Wills v. Trusts, What’s Right for Me?”
    Co-Author
    Omaha World Herald
    December 12, 2004
  • A Practice Guide to Estate Administration in Nebraska
    Co-Author
    National Business Institute, 2004
  • Carlson Burnett Medicaid - VA Brochure
    Co-Author
    Click Image Below

Presentations

  • Estate Planning Fundamentals
  • Estate Administration
  • 1960’s Guide to Estate Planning
  • Special Needs Trusts
  • Estate Planning for the Elderly
  • Estate Planning for Veterans
  • Lifetime Planning for Farmers
  • Veterans Benefits and Medicaid Planning
  • Business Entity Choices
  • Business Succession Planning
  • Six Common Estate Planning Mistakes
  • Importance of Titling
  • Pitfalls of Do-It-Yourself Estate Planning
  • Meeting the Needs & Challenges of Elderly Clients

Groups I Have Presented To

  • Lifespan Pre-Retirement Seminars (Cox Cable, Army Corp of Engineers and Nebraska Game and Parks, Citizen and Immigration Office) 2006- 2017
  • Omaha Public Schools Pre-Retirement Seminar 2011- 2016
  • Greater Omaha Retirement Housing Group (GORHG) 2012 & 2016
  • Nebraska Vietnam Veterans Reunion 2013 & 2016
  • Millard Young Adult Program 2010
  • Nebraska Special Olympics 2007
  • National Active and Retired Federal Employees Association (NARFE) 2014
  • American Society of Women Accountants (ASWA) 2006 & 2013
  • National Business Institute (CLE for lawyers) 2004 – 2014
  • Nebraska Women’s Bar (CLE) 2015
  • Nebraska State Bar (CLE) 2005-2016
  • Alzheimer’s Support Group 2012
  • Heartland Women’s Network 2016
  • Parkinson’s Support Group 2017

Professional Presentations

  • Probate Beyond the Basics
    National Business Institute, 2008
  • Estate Planning
    Nebraska Educators Association, 2008
  • Estate Planning, Probate, and Elder Law Update
    Nebraska State Bar, Young Lawyers Section, 2007 - 2009
  • Estate Planning Fundamentals
    Lecturer
  • Planning Issues Facing the Elderly
    Lecturer
  • Understanding Your Choice of Business Entity
    Lecturer
  • Estate Planning Solutions
    Omaha Public Schools, 2011 - 2013

Volunteer Work

  • St. Augustine’s Indian Mission – Board of Advisors
  • Business Network International
  • Millard Public Schools – Foundation Board
  • Professionals Helping Seniors
  • Circle of Friends
  • Greater Omaha Alliance

WORK WITH AN ADVOCATE, ADVISOR & FRIEND

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