estateplanning

Contact: Jesse D. Sitz
Phone: 402.636.8250
Email: jsitz@bairdholm.com 

Areas of Practice

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Our Focus

At Baird Holm, we focus on helping our clients efficiently address their unique estate and business planning needs.  We recognize that each client deserves and needs an individualized strategy, established by combining our expertise and years of experience with the client's other advisors as needed. Our practice encompasses all aspects of wealth management, such as estate planning, succession planning, trust and estate administration, charitable entities, trusts and foundations, special needs trusts, elder law, guardianships, conservatorships, and tax strategy and compliance issues.

Who We Represent

We typically represent individuals who are faced with wealth management issues, such as estate planning, tax planning, transactional work, utilization of various forms of business entities and trusts, and certain forms of family law advice. We represent owners of closely held businesses, business executives, and farmers and ranchers in developing and implementing succession planning as part of their family planning. We also represent the fiduciaries who administer the various entities that may be a part of our client's plan in estate and trust administration matters, including court proceedings and federal estate, gift and income tax compliance, and other forms of controversies.

Industry Commitment

Among our attorneys you will find members of the American College of Trust and Estate Attorneys, American College of Tax Counsel, National Academy of Elder Law Attorneys, and other industry groups such as the Omaha Estate Planning Council. Our attorneys regularly speak at industry seminars, legal education groups, and to the general public regarding estate planning, trusts, and estates issues.

 

estateplanning

Contact: Jesse D. Sitz
Phone: 402.636.8250
Email: jsitz@bairdholm.com 

Areas of Practice

1700 Farnam Street | Suite 1500 | Omaha, NE 68102 | 402.344.0500