Celebrating 125
years of service

 

 

Fitzgerald, Schorr,
Barmettler & Brennan, P.C., L.L.O.
200 Regency One
10050 Regency Circle
Omaha, Nebraska 68114
Phone: 402-342-1000
Fax: 402-342-1025
Fitzlaw@fitzlaw.com

Estate Planning

Recognition of the desires of each client is a cornerstone of our estate planning practice. We counsel each client individually with respect to alternatives only after we obtain a complete understanding of a client’s financial position, goals and desires. Our practice in this area includes:

  • Trusts and wills
  • Charitable giving, including annuities, remainder trusts and other tax-advantaged giving
  • Guardianships and conservatorships
  • Will probate and estate administration
  • Estate, gift, generation skipping and excess accumulations tax planning
  • Estate-related litigation
  • Benefits for the elderly
  • Life insurance trusts

For the business owner, effective estate planning requires coordination of individual planning with a business plan and goals for business succession.

Click here to access our Estate Planning Questionnaire/Guide.

The attorneys in our Estate Planning Department are:
Nick R. Taylor
Kelli J. Watson

They will be glad to assist you with your estate planning needs.