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, and corporate law. Schatz’s client service is strengthened by a 30- year work history that includes key executive positions with national, regional and community bank corporations. Monte assists individuals and businesses with wealth strategies, trusts and estates, asset protection, tax planning/preparation, business, 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 addition, he received a Masters degree in Taxation from the University of Tulsa and earned a bachelor’s degree with high honors in Economics and Political Science from South Dakota State University. 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 member of the Nebraska, Iowa and South Dakota bar associations. His community involvement is extensive and includes serving on the Board of Directors for the Council of Independent Nebraska Colleges, Phoenix Academy, Omaha Estate Planning Council (past president) and Metropolitan Community College Foundation (past president).