Monte L. Schatz

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, regional and community bank corporations. Monte assists individuals and businesses with wealth strategies, trusts and estates, asset protection, tax planning/preparation, business, employer-employee 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 addition, he received a Master of Law 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).

• Co-Presenter – “Estate Planning for Farmers and Ranchers: How to Protect Farm Assets and Transfer Them to Heirs”, a National Business Institute Seminar, in Omaha, October 25, 2019
• Co-Presenter – “Case Studies for Management of Endowment Fund Investments: A Nonprofit’s Investment Policy Statement as an Effective Guide to Satisfy the Fiduciary Standard”, curriculum for the Certified Fundraising Management certification offered through the University of Nebraska College of Community Affairs
• Speaker – “The Probate Process From Start to Finish”, a National Business Institute Seminar, in Lincoln and Omaha, September 2018
• Moderator-Trust and Estates Community, 2018 ABA Techshow
• Speaker- “Case Studies for Management of Endowment Fund Investments: A Nonprofit’s Investment Policy Statement as an Effective Guide to Manage Funds, Select and Review Investment Advisors and Satisfy the Fiduciary Standard,” Certified Fundraising Magement – Essentials of Fund Raising Seminar December 2017
• Speaker—”Estate Planning for Farmers and Ranchers: Agricultural Use Valuation; Transfers Upon Death: Key Estate Administration Concerns,” National Business Institute, August 9, 2017
• Speaker – “A Nonprofit Organization’s Endowment Under the Microscope: Investment Policy Statements as a Tool for Investment Manager Selection and Accountability,” UNO College of Public Affairs and Community Service, March 2017
• 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 State 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 Master in Business Administration program

• “Bridging the Gap Between Medical and Legal Incapacity,” The Nebraska Lawyer Magazine, May/June 2018, Volume 21 No. 3
• “Estate Planning for Farmers and Ranchers” – Published Chapters on Agricultural Use Valuation and Transfers Upon Death: Key Estate Administration Concerns, National Business Institute, August 9, 2017
• “A Primer on Subpart F of the Internal Revenue Code, Taxation of U.S. Shareholders Owning Interests in Controlled Foreign Corporations,” The Nebraska Lawyer Magazine, January/February 2018, Volume 21 No. 1, co-author with Mary Vandenack
• “Avoiding Estate Battles,” MetroQuarterly, May/Jun/Jul 2017  
• “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