Parsonage Vandenack Williams LLC
Attorneys at Law Licensed in Nebraska, Iowa, Michigan,
South Dakota, Texas, Arizona, and Colorado

Monte L. Schatz

Partner

 

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.

Practice Areas

Admissions

  • Nebraska
  • South Dakota
  • Iowa

Education

  • J.D. University of South Dakota
  • Master of Taxation University of Tulsa
  • B.S. South Dakota State University (Economics and Political Science)

Professional associations and memberships

Community associations, memberships, and activities

  • Columbian Fathers US Investment Committee Member
  • Omaha Hearing School Planned Giving Committee
  • Fremont Chamber of Commerce Government Relations Committee and Business/Education Committee, past member
  • St. Margaret Mary’s Parish Council, past member

Editorial roles

  • The Nebraska Lawyer Magazine, Issue Editor for several issues.  Co-chair of subcommittee to redesign format, encourage Nebraska lawyers as authors and create monthly publication rather than bi-monthly.

Speaking engagements, presentations, and instruction

  • Speaker - "Estate and Trust In Kind Distributions and Elections after TRA '84": Sec. 643(d) Elections" Thirty-Sixth Annual Spring Tax Institute, University of Iowa College of Law
  • Speaker - "Tax Benefits by Utilization of Conservation Easements and the Use of Land Trusts" Nebraska Bar Association 2002 Real Estate Seminar
  • Lecturer - "Future of Elder Law Practice" University of South Dakota School of Law March 2000
  • Bellevue University
    • Adjunct Professor, Advanced Business Law for Masters in Business Administration program

Legal publications

  • “Ignorance is No Longer Bliss: The Trustee’s Need to Employ a Comparative Performance Model for Trust Owned Life Insurance,” The Nebraska Lawyer, February 2006
  • “The Elder Law Attorney: Is Knowledge of the Law Enough?,”  Elder Law Symposium of the South Dakota Law Review, 2000
  • “Conservation Easements:  An Effective Planning Tool for Protecting Conservation Values and Reducing Taxation of Landowners’ Estates,” The Nebraska Lawyer
X

Request Appointment

///js/libs/jquery.js"%3E%3C/script%3E'))