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About Monte Schatz

Monte Schatz offers clients a wealth of experience in practice areas vital to business and finance. His expertise includes estate and trust administration, probate, estate planning, tax, securities, corporate and employer-employee relations law. Schatz’s 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 employment law issues, tax issues and risk management. Monte’s wide scope of expertise includes both federal and state legal, tax, and regulatory issues and compliance with particular emphasis in the financial services industry. Monte 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 member of the Nebraska, Iowa and South Dakota state bars, the American Bar Association and Omaha Bar Association. He is also a member of the Omaha, Nebraska State and American Bar Associations. Practice Areas Estate and business succession planning Probate, Estate and Trust Administration, Conservatorships and Guardianships Estate Mediation and Litigation Taxation Securities Employment law and benefits Real Estate Business Law Health Law Bar Admissions Nebraska, 1987 South Dakota 1984 Iowa 1987 Education J.D. University of South Dakota School of Law, 1984 Master of Taxation University of Tulsa, 2006 B.S. South Dakota State University, High Honors, Economics and Political Science, 1981