$ 305-305 per hour
I am a Shareholder of Koley Jessen P.C., L.L.O. in Omaha, Nebraska, and a member of our Estate and Business Succession Planning Group. My practice areas include estate planning, estate and trust administration, business formation, business planning and succession, federal and state taxation, charitable giving, private foundations and general business law. I advise individual clients on the preparation of all types of estate plans, from simple plans to those involving sophisticated insurance structures, wealth transfer mechanisms and business succession planning components. I also counsel entrepreneurs and small business owners on all manner of general business matters, including entity formation, tax and insurance matters, and the design and implementation of buy-sell arrangements. I frequently write articles and give presentations on estate and business planning-related topics.
5
Practice Areas
$ 305-305 per hour
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Chat withState: Iowa
Acquired: 2025
No misconduct found
State: Nebraska
Acquired: 2005
No misconduct found
1125 S 103rd St Ste 800, Omaha, NE, 68124-1079
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2016
AV Preeminent® Peer Review Rated Attorney, Martindale-Hubbell
2012 - Present
Shareholder, Koley Jessen P.C., L.L.O.
2005 - 2011
Associate Attorney, Koley Jessen P.C., L.L.O.
2003 - 2005
Law Clerk, Koley Jessen P.C., L.L.O.
1998 - 2002
Service Analyst, First Data Resources
2014 - Present
Omaha Estate Planning Council
2011 - Present
Society of Financial Service ProfessionalsFormer Board Member
2005 - Present
Nebraska State Bar Association
2014
CAP® - Chartered Advisor in Philanthropy
2005
JD - Juris Doctor
2002
MBA - Master of Business Administration
1998
BS - Bachelor of Science
2012
• Estate and Business Succession Planning
2009
• Intermediate Estate Planning: Beyond the Basics
2009
• Legal Considerations Related to Business Succession Planning and Buy-Sell Agreement Basics
2013
2010
2009
2007
English