Estate Planning Law Firm in Omaha
At The Orr Law Group, our experienced estate planning attorneys understand that planning for your family’s future requires more than just a basic will. We provide comprehensive estate planning services designed to protect your wealth, minimize taxes, and ensure your wishes are carried out exactly as you intend. Get compassionate legal aid for your estate planning needs today!
Our Estate Planning Services
The Orr Law Group’s dedicated team of estate planning attorneys provides legal support you can depend on.
Wills & Testaments
Solid estate plans start with clearly defined wishes. We guide clients through the creation of comprehensive plans that align with their goals and protect the interests of their loved ones.
Our estate planning lawyers help:
- Draft last wills and testaments
- Establish various types of trusts (e.g., revocable living trusts, irrevocable trusts)
- Prepare durable powers of attorney for financial matters
- Designate guardians for minor children or dependents
Probate & Estate Administration
Navigating the legal process after a loved one’s passing can be complex. Our experienced legal advisors guide executors and families through the estate administration process to make it easier.
Our estate administration lawyers advise on:
- Probate court proceedings and estate settlement
- Inventorying and valuing assets
- Handling creditor claims and estate taxes
- Distributing assets to beneficiaries
- Strategies to avoid or simplify the probate process
Estate Tax Planning & Asset Protection
Our estate tax attorneys help individuals and families minimize tax liabilities, preserve wealth, and make informed decisions that support their legacy.
Here’s how our estate tax attorneys provide legal support:
- Suggest tax-efficient strategies for asset transfer
- Navigate state and federal estate as well as gift tax regulations
- Plan for wealth preservation across generations
- Protect assets from potential creditors or unforeseen claims for beneficiaries
- Advise on gifting strategies
Trust Planning & Administration
We design and establish various types of trusts to meet your specific objectives:
- Revocable Living Trusts: Avoid probate and maintain privacy
- Irrevocable Life Insurance Trusts: Minimize estate taxes
- Charitable Trusts: Achieve philanthropic goals while reducing taxes
- Special Needs Trusts: Provide for disabled beneficiaries
- Asset Protection Trusts: Shield wealth from creditors
Estate & Trust Litigation
When legal disputes arise regarding an estate or trust, you need a partner who can protect your interests. Our estate planning law firm can handle a wide range of disputes.
We represent clients in:
- Will contests and challenges to trust validity
- Disputes over asset distribution
- Claims of breach of fiduciary duty by executors or trustees
- Contested guardianships and conservatorships
Business Succession Planning
Whether you plan to pass your business to family, partners, or sell to a third party, succession planning ensures a smooth leadership transition and protects what you’ve built. We make the process simple.
Our business succession planning lawyers:
- Create buy-sell agreements and transition plans for business partners
- Prepare businesses for sales, mergers, and generational transfers
- Minimize tax consequences and legal disputes
- Plan for incapacity, retirement, or unexpected events
- Align personal estate plans with business ownership structures
Why Choose The Orr Law Group?
Estate planning can be an emotional process, so having a third party to guide you through it can be highly beneficial. The Orr Law Group is committed to providing effective and transparent legal assistance to every client we can.
Supportive & Hardworking
We’ll always treat you with compassion and do everything possible for a favorable outcome for you.
Clear, Consistent Communication
You’ll stay informed throughout the estate planning process with regular updates and direct answers to your questions.
Personalized Approach
Every family situation is unique, so we create a customized plan that reflects your specific goals, family dynamics, and values.
Skilled Estate Planning Attorneys Near You
Backed by years of experience in estate planning legal services, our lawyers apply real-world knowledge and insight to your situation.
Fierce Advocacy
Defending your rights and interests is our top priority—we stand our ground when the situation demands it.
Integrity & Professional Excellence
We work hard to earn and maintain your trust. Our team is committed to upholding ethical conduct and professional standards.
Who We Serve
No matter where you are in life, we’re here to help you protect what matters most. Our estate planning clients in Nebraska and Iowa include:
- Young families who want to protect their children's future
- Business owners planning for succession and asset protection
- High net worth individuals that need sophisticated tax planning strategies
- Professionals looking to maximize wealth transfer to beneficiaries
- Farm owners needing specialized agricultural succession planning
Our Estate Planning Process
Estate planning can feel daunting, but not with The Orr Law Group. We offer a straightforward, comprehensive plan to give you peace of mind.
Step One: Initial Consultation
Our estate planning lawyers sit down with you to learn about your situation, concerns, and overall goals.
Step Two: Customized Legal Strategies
We develop a tailored legal strategy designed to protect your rights and assets.
Step Three: Document Prep & Coordination
We’ll take care of everything, including preparing and filing legal documents with careful attention to detail. We also coordinate with your financial planners.
Step Four: Ongoing Review
Estate plans require regular review and updates as laws and life circumstances change. That’s why we provide ongoing support to keep your plan current and effective.
Our Expert Estate Planning Attorney
Discover The Orr Law Group’s estate lawyer who will represent your case.
Stephen P. Schmidt
Stephen assists clients in achieving peace of mind amidst future uncertainties, including concerns about loss of mental capacity, end-of-life situations, asset protection, family protection, and both financial and non-financial legacies. He holds a Juris Doctor with high distinction from Creighton University School of Law in Omaha.
- "I am able to take complicated laws and strategies and describe them to clients in a manner that lets them understand the benefits to them and enough of the process to avoid or minimize unpleasant surprises."
Connect With Our Estate Planning Lawyers
For trustworthy estate planning solutions, The Orr Law Group is here to help. Schedule a consultation with us today!
Frequently Asked Questions About Estate Planning
What is the difference between an estate attorney and an estate planner?
An estate planner focuses on the overall financial strategy for your assets, helping you determine what you want to do. An estate attorney, on the other hand, is a legal professional who drafts the necessary legal documents, like wills and trusts, and handles the legal processes, including probate, to ensure your plan is legally executed. They often work together. Connect with The Orr Law Group for dedicated estate attorneys!
What is the 5 by 5 rule in estate planning?
The “5 by 5 rule” in estate planning allows a trust beneficiary to withdraw the greater of $5,000 or 5% of the trust’s value annually. This provision provides beneficiaries with limited access to funds while typically avoiding negative estate tax implications for the entire trust, balancing flexibility with asset preservation. Schedule a consultation with our estate planning lawyers for more details!
What is the difference between a will and estate planning?
A will is a component of estate planning, but estate planning is a complete strategy for your assets and well-being, both now and in the future. At The Orr Law Group, we handle both, so contact us today!
What type of lawyer is best for handling wills?
The best lawyer for handling wills is an estate planning attorney, like those at The Orr Law Group. They specialize in the complex laws surrounding wills, trusts, and probate, offering comprehensive and tailored solutions to ensure your wishes are legally documented, your assets are protected, and future disputes are minimized. Chat with an expert will and estate planning lawyer near you!
Does a will need to be notarized in Nebraska?
No, a will does not need to be notarized to be legally valid in Nebraska. However, Nebraska law does allow for a will to be “self-proving” if it is notarized. A self-proving will can streamline the probate process because the court can accept the will’s authenticity without needing to summon the witnesses who signed it. To make a will self-proving, the testator and the witnesses sign an affidavit in front of a notary public. Learn more about how we can help with this by calling us now!