Top Estate Planning Lawyers in Omaha | 23 available

We advise, educate, devlop, and implement legal and financial strategies that aid clients in achieving their short, medium, and long-term objectives. We achieve this while exercising empathy towards their needs and striving to create value in their eyes.

Katie Vogel’s commitment to both excellence and advocacy on behalf of Nebraska families is longstanding.. After growing up in Gretna, Katie’s academic career was filled with honors, starting with the University of Nebraska Honors Program. She studied English, biology, and psychology, graduating with honors. While at the University of Nebraska College of Law, Katie was a member of the Nebraska Law Review and the Order of the Coif national legal honor society. She was awarded the Burton Award for Legal Achievement for distinguished legal writing for her published work on the legal analysis of the rights of parents. Katie’s writing has been published in Nebraska Lawyer and Nebraska Law Review.. Katie graduated law school in 2008 with high distinction. She was a judicial clerk for the Justice William Connolly of the Nebraska Supreme Court before launching her career in private practice with a focus on serving families and businesses. In addition to her experience in divorce and family law, Katie has extensive expertise in estate and gift planning, probate and estates, and trust administration. She is also experienced in advising business clients on issues from operations to the division of business assets upon the dissolution of a business or relationship.. Katie is a committed listener for her clients and for causes. When you experience Katie’s calm presence, you know it comes from her knowledge, her experience, and her wholehearted commitment to excellence at every step of the process. Because she hears what matters most to you, Katie is a powerfully effective voice in the courtroom.. Katie is an active member of the Nebraska State Bar association, past chair of the Women and the Law section and now serving on the executive committee of the Real Estate, Tax, and Probate section. Katie is also admitted to the United States District Court and the 8th Circuit Court of Appeals.. Katie’s concern for families is also reflected in her years of public service and community involvement. She has served as a member of the board of directors for Family Services, PAC2Daycare, and Capital Humane Society. She is a graduate of Leadership Lincoln and a former CASA (Court Appointed Special Advocate) volunteer on behalf of abused and neglected children.

Julia K. Palzer was admitted to the Nebraska Bar in September of 2001 upon graduating, Cum Laude, from Creighton University School of Law and is a fellow of the Nebraska State Bar Association's Leadership Academy. After serving as Dean of Admissions, Assistant Director of Career Services and External Relations, and teaching Legal Writing and Lawyering Skills at Creighton University School of Law, she is now practicing law with her husband, Jeffrey T. Palzer. Her practice areas of focus include: Estate Planning, Probate and Estate Administration, Trusts, and Wills. Julia has been and continues to be active serving her community through past board membership for Essential Pregnancy Services, the National Board of Catholic Engaged Encounter, and the School Board of Our Lady of Lourdes Catholic School in Omaha and currently is President of the Serra Club of West Omaha and an Executive Committee Member of the Women and the Law Section of the Nebraska State Bar Association.

Jeffrey T. Palzer  is an attorney with the Omaha law firm of Kellogg & Palzer, P.C., where he practices in the areas of estate planning, elder law, probate, trust administration, small business planning and business law. He has worked in the areas of estate planning and elder law since 1994.   Jeff has presented at numerous seminars on estate planning, special needs trusts and elder law for groups including the Nebraska Association of Financial Planners, National Business Institute, and the Schools of Banking.

I am the first and currently only Estate Planning Law Specialist certified in Nebraska by the American Bar Association accredited Estate Planning Law Specialist Board. Creating an effective estate plan is a process that begins with respect for you and listening carefully to you, and learning your objectives, concerns and aspirations. Then, we bring to bear a broad range of practical and professional legal knowledge and experiences to meet your objectives.. Estate planning always requires knowledge and experience in the law and drafting of Wills and trusts, estate and trust administration, and Durable Powers of Attorney, Health Care Powers of Attorney and Living Wills. In addition, estate planning and elder law counseling often requires thorough knowledge of laws relating to guardianships; conservatorships; long-term care insurance; Medicare and Medicaid; taxation of retirement accounts; ERISA retirement plan rights; business law for closely held businesses and limited liability companies; domestic relations; and creditors’ rights and asset protection.. To help you attain your objectives, we are proud to include in our practice Nebraska’s first and currently only Estate Planning Law Specialist certified by the Estate Law Specialist Board, Inc. accredited by the American Bar Association, a Fellow in the American College of Trust and Estate Counsel, and a Creighton University School of Law Estate Planning Adjunct Professor. In addition, we maintain and improve our skills through membership in and focused continuing legal education through the National Academy of Elder Law Attorneys; WealthCounsel; ElderCounsel; the Omaha Estate Planning Council; the Nebraska Bar Association - Real Estate, Probate & Trust Law Section; and the Iowa Bar Association - Elder Law and Probate, Trust & Estate Planning Sections.. We look forward to meeting with you to listen and then sharing with you approaches to develop an understandable estate plan that will maintain your (and if you are marred, your spouse’s) financial security through your lifetimes and ensure the intended transfers of your property and assets at your deaths, while taking into consideration the unique circumstances of your family, your loved ones, and your assets. Ours is not a “one size fits all” or “law in a box” approach. We will treat you with respect to address your unique stories and situations.

David M. Thompson is an attorney with the Omaha law firm of Carlson & Burnett, where his practice focuses on Elder Law, Medicaid planning, veterans benefits, and guardianships/conservatorships. David also directs the firm’s marketing and business development efforts and has presented and published articles on a wide range of topics. He currently serves as Vice President of the Elder Law Section of the Nebraska State Bar Association. He received his B.A. with high distinction from the University of Nebraska-Lincoln, his master’s degree from Oxford University and his Ph.D. from the University of Chicago, David attended law school at Northwestern Pritzker School of Law in Chicago, where he served as Editor-in-Chief of the Northwestern University Law Review and was the recipient of the Raoul Berger Prize for Senior Research. David returned to Omaha in 2013 to care for his aging parents, and he currently serves as guardian for numerous low-income, unrepresented seniors.

Darren R. Carlson is an experienced estate and business planning attorney and a founding partner at Carlson & Blakeman, LLP in Omaha, Nebraska. He has been practicing law for more than 33 years and has earned a reputation for providing highly professional and personalized legal services on behalf of his clients. In all estate planning, estate administration, and business law matters, Attorney Carlson offers personalized, innovative strategies aimed at achieving the unique goals of each individual client and he is recognized for his creative legal solutions and decades of experience.Attorney Carlson earned a Bachelor of Science in agricultural business from Iowa State University before going on to attend Creighton University School of Law. During his time there, he served on the Creighton Law Review editorial staff and took part in the moot court program. He graduated with his law degree in 1988.

Born and raised in the Omaha area, I have a wife, Courtney who is a general dentist, and two kids, Kenley is 7 and Grant is 5.  My college education came from the University of Nebraska-Lincoln and my Law Degree came from the University of South Dakota.  When not busy with work and chasing the kids around, we enjoy traveling together, playing games and just spending time with one another.  Family is very important to me which is one of the reasons I strive to make sure people have their Estate Plan set up the way they want to ensure those they love are protected and cared for in the best way possible.

Ashley is a Nebraska native who studied law at St. Mary’s University in San Antonio, Texas. There, she advocated zealously for animal welfare, founding the St. Mary’s Animal Legal Defense Fund chapter and publishing an analysis of Texas animal cruelty laws in The Scholar: St. Mary’s Law Review on Race & Social Justice. Ashley is passionate about estate planning - she loves to help clients by providing peace of mind and legal autonomy. She enjoys studying updates on death care and funeral law to help clients feel in control even at the end of life. Ashley's practice consists of estate planning, probate, and real estate litigation.. Outside of the office, Ashley enjoys painting and exploring the Hill Country with her husband and bloodhound.