Monte L. Schatz
Profile Pages

Last updated: 1/11/2018
Monte L. Schatz
NSBA Regular Active
Profile Link:
Professional Information
Monte L. Schatz
9805 Harney Parkway S.
68114  United States
 [ Map ]
(402) 557-6762 (Phone)
(402) 504-1935 (Fax)
Visit Website »
  Business, Estate Planning, Guardianships/Conservatorships, Health Law, Probate, Tax Law
Personal Information
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.
Social/Volunteer Organizations
Board of Directors for the Nebraska Independent College Foundation, Phoenix Academy, Omaha Estate Planning (past president) Council and Metropolitan Community College Foundation where he served as President.
More Information
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.