Monte Schatz
Monte Schatz is Senior Counsel in the Firm’s corporate department, focusing on estate planning, trust administration, tax law, business succession, corporate governance, and dispute resolution. With over 35 years of experience, including three decades in wealth management and trust department leadership for banking corporations, Monte has practiced law for eight years. He serves as an at-large director for the Council of Independent Nebraska Colleges Foundation and is a past president of the Omaha Estate Planning Council. Recognized as a Great Plains Super Lawyer and a Top Lawyer of Omaha, Monte has also contributed to Nebraska Lawyer Magazine. Outside work, he enjoys piano, biking, lake time, and being with his wife, five children, and three grandchildren.
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University of South Dakota, J.D.
University of Tulsa, master’s degree in taxation
South Dakota State University, bachelor’s degrees in Economics and Political Science
Series 7 and Series 66 Securities License (inactive)
Property and Health Insurance Licenses (inactive)
State Courts of Nebraska, Iowa and South Dakota
United States Tax Court
Nebraska Bar Association
Iowa Bar Association
South Dakota Bar Association
A Word From Our Clients
Awards
- Super Lawyers of 5 Years
- Top Lawyers of Omaha