Estate Planning

and Estate/Trust Administration

The O’Neill Heinrich Law Firm offers an experienced group of attorneys who can assist with estate planning, business succession planning, and trust and estate administration, including the preparation of federal estate tax returns and Nebraska inheritance tax determinations. By carefully analyzing each client’s family, business, financial, and tax objectives, we provide customized guidance regarding all stages of intergenerational wealth transfers. From the initial decision of whether to pursue a will-based estate plan or a revocable trust and continuing through the various facets of estate and trust administration, clients can expect the O’Neill Heinrich Law Firm to employ a team approach that takes into consideration the professional advice of tax advisors, insurance agents, financial planners and loan officers. With a client base comprised of numerous business owners representing various industries, our firm frequently prepares estate plans that feature a business succession planning component.

Each of our attorneys is well-versed in real estate and corporate law, and the firm’s estate planning team routinely leverages this transactional experience to develop buy-sell agreements for the owners of closely held businesses, gifting strategies which are tailored to each client’s unique portfolio, and plans for the orderly distribution of assets among designated heirs and successors. We understand the death of a family member often implicates business, tax, probate and other administrative considerations which need to be addressed in a timely fashion. In the course of representing family members and their trustees, personal representatives and other fiduciaries, the members of the firm’s estate planning team strive to promote an efficient and compassionate approach to estate planning and administration process.

Rick Damkroger

Rick Damkroger

John  Bergmeyer

John Bergmeyer

Jessica B. Greenwald

Jessica B. Greenwald

Carly Bahramzad

Carly Bahramzad

Spencer Hartman

Spencer Hartman

Morgan L. Schroeder

Morgan L. Schroeder

Nicole S. Bogen

Nicole S. Bogen

Nathan Netz

Nathan Netz

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