Estate & Business Succession Planning

Planning for the orderly disposition of assets upon death.

Planning for Estate, gift, and inheritance taxes.
Appointing financial and healthcare agents.
Identifying beneficiaries.
Creating a will, trust, or estate.

Post-Death Estate & Trust Administration

The process of handling all legal matters that arise from the death until final distribution of decedent’s assets.

State and federal transfer tax.
Claims of creditors.
Sale of trust/estate assets.
Proper distribution of inheritances.

Business Representation

Representing businesses through matters such as acquisition/disposition matters, purchasing and selling of business interests, and more.

Formation &. maintenance.
Contracts for sales and purchases.
Buy-sell arrangements for shareholders.
Entity governance.

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Need a local lawyer?

I proudly call Omaha, Nebraska my home and serve clients in Omaha and surrounding metro areas.

Let’s work together

“Bill has been a great lawyer for us and I personally cannot be more grateful.”

We trusted Bill to help us following the death of our father. He administered the will, helped us with the estate, and communicated with us through every step of the process. He took the time to understand all of the variables of our situation, and created a plan that felt intentional and precise.

Laura P.

Client – Will Administration

Approach

The help you need from an experienced attorney.

Whether you are working on a succession plan, executing a will, working through probates, or establishing an estate, it’s imperative that you hire a trusted attorney to handle the legalities of the process.

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