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Schatz, Monte
Lamson Dugan & Murray LLP
Lamson Dugan & Murray LLP
Omaha, NE
Office Phone: 402-255-3581
Areas of Practice:
Estate planning, probate, trust administration, taxation, business
Biography:
Monte Schatz offers clients a wealth of experience in practice areas vital to business and finance. His expertise includes trust administration, probate, estate planning, tax, securities, corporate and employer-employee relations law. Schatzs client service is strengthened by a 30-year work history that includes key executive positions with national and regional bank corporations. Monte assists individuals and businesses with wealth strategies, trusts and estates, asset protection, tax planning/preparation, business, employment law issues, tax issues and risk management. Montes wide scope of expertise also includes federal and state legal, tax, and regulatory compliance.Monte earned his law degree from the University of South Dakota in Vermillion, South Dakota. In addition, he received a Master of Taxation from the University of Tulsa and he earned a Bachelors Degree with high honors in Economics and Political Science from South Dakota State University in Brookings, South Dakota. Additionally, he has passed the Series 7 General Securities Exam, the Series 66 Uniform Combined State Law Exam, and the Nebraska Life and Health Exam. Monte is a proud member of the Nebraska, Iowa and South Dakota Bar Associations. His involvement in the community is extensive and includes roles on the Board of Directors for the Nebraska Independent College Foundation, Phoenix Academy, Omaha Estate Planning Council and Metropolitan Community College Foundation where he served as President.
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Practice Area
Business and Corporate
Guardianship
Power of Attorney
Probate
Real Property
Taxation
Trust and Estates
Wills and Living Wills
Business and Corporate
Guardianship
Power of Attorney
Probate
Real Property
Taxation
Trust and Estates
Wills and Living Wills