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Monte L. Schatz
About Monte
Biography
Monte Schatz is Senior Counsel in the corporate department, focusing on estate planning, trust and estate administration, real estate, tax law and tax dispute resolution. His 40 years of experience included over thirty years in wealth management and trust department leadership for banking corporations.
Practice Areas
6
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Nebraska for 38 years
State: Nebraska
Acquired: 1987
No misconduct found
Licensed in Iowa for 39 years
State: Iowa
Acquired: 1987
No misconduct found
Licensed in South Dakota for 42 years
State: South Dakota
Acquired: 1984
No misconduct found
Location
Lamson Dugan & Murray, LLP
10306 Regency Parkway Drive, Omaha, NE, 68114
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Monte L. Schatz's Reviews
Avvo Review Score
3 Client Reviews
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Practice Areas
Showing 1 - 1 of 1 review | Estate Planning
Posted by Dan | March 01, 2017 | Hired Attorney | Estate Planning
Monte Does Great Work
Monte does great work for us. We call upon him frequently about estate planning, trust design, and fiduciary administration questions. He is always very prompt in returning calls, if we do not reach him directly. His answers and guidance are clear and concise, and always based on trying to find solut...
Monte L. Schatz's Lawyer Endorsements
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Experience
Work Experience
2016 - Present
Partner, Vandenack Weaver LLC
Associations
2016 - Present
Omaha Bar AssociationMember
2014 - Present
Nebraska Independent College Foundation BoardBoard Member
2014 - Present
Phoenix AcademyBoard Member
2006 - Present
Society of Financial Service ProvidersDirector
1987 - Present
Nebraska State Bar AssociationMember
1987 - Present
Iowa State Bar AssociationMember
1984 - Present
South Dakota State BarMember
2011 - 2012
Omaha Estate Planning CounselPresident
1998 - 1999
Metro Community College Board of GovernorsBoard Member
1995 - 2008
Metro Community College Foundation BoardPast President
Education
1984
University of South Dakota
J.D.
1981
South Dakota State University
B.S.
Speaking Engagements
2002
Nebraska Bar Association Real Estate Seminar
Conservation Easements and Use of Land Trusts
2000
Guest Lecturer University of South Dakota Law School
The Future of Elder Law Practice
1990
Thirty Sixth Annual Spring Tax Institute
Estate and Trust In Kind Distributions and Elections after TRA '84
N/A
Certificate in Fundraising Management Certification Class
A Nonprofit Organization’s Endowment Under the Microscope: Investment Policy Statements as a Tool for Investment Manager Selection
Publications
2006
2002
2000
South Dakota Law Review
The Elder Law Attorney: Is Knowledge of the Law Enough?
Languages
English