Monte L. Schatz

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. 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, business, employment law issues, tax issues and risk management. Monte’s 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 Bachelor’s 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.