Business Details
Estate & Business Planning Attorneys in Omaha, NE
Legacy Design Strategies is dedicated to helping families protect their assets and design lasting legacies through comprehensive legal planning. Our attorneys take time to understand each client's unique goals, offering personalized counsel on estate planning, Medicaid strategies, and business succession. With offices in Nebraska, North Dakota, and Iowa, we serve families across multiple states, combining deep legal expertise with a commitment to integrity and family-centered values.Our practice focuses exclusively on lifecare planning, ensuring clients maintain control over their futures while safeguarding their wealth for future generations. We emphasize education, transparency, and tailored solutions that address both immediate needs and long-term objectives.
Services
Estate Planning
Medicaid Planning
Business Succession
Trust Administration
Probate Services
Wills and Trusts
Asset Protection
Elder Law
Guardianship Planning
Tax Strategies
Highlights and features
- We provide personalized legal counsel tailored to each family's unique needs.
- Our attorneys specialize in comprehensive lifecare and estate planning strategies.
- We serve clients across multiple states with localized expertise.
- Our practice focuses exclusively on protecting assets and designing legacies.
- We combine decades of legal experience with a client-first approach.
Services
Estate Planning
Estate planning ensures your assets are distributed according to your wishes while minimizing tax burdens. Our attorneys create customized wills, trusts, and power of attorney documents to protect your family's future. We help clients avoid probate and maintain control over their medical and financial decisions through advanced directives.
Medicaid Planning
Medicaid planning safeguards assets against long-term care costs while ensuring eligibility for government assistance. We develop strategies to protect homes and savings, guiding families through complex regulations. Our services include crisis planning and irrevocable trust creation to preserve wealth for beneficiaries.
Business Succession
Business succession planning ensures smooth transitions of family-owned enterprises. We draft buy-sell agreements, establish trusts, and structure ownership transfers to prevent disputes. Our strategies protect businesses from probate, taxes, and external claims while maintaining operational continuity across generations.
Trust Administration
Trust administration manages post-death asset distribution without court involvement. We guide trustees through inventorying assets, settling debts, and distributing inheritances. Our support includes tax filings and legal compliance to streamline the process while honoring the grantor's intentions.
Wills and Trusts
Wills and trusts form the foundation of effective estate plans. We draft revocable and irrevocable trusts to control asset distribution, along with wills that appoint guardians for minors. These documents work together to avoid probate, reduce taxes, and ensure clear inheritance instructions.
People
Andrew C. Sigerson
Owner | Founder
Andrew C. Sigerson founded Legacy Design Strategies with a vision to help families protect their legacies. He specializes in comprehensive estate planning and has guided thousands of clients through complex legal decisions.
Amy Sonnenfeld
Attorney
Amy Sonnenfeld provides expert legal counsel in estate and Medicaid planning. With years of experience, she helps clients create tailored strategies to safeguard assets and ensure long-term care arrangements meet their specific needs.
Andria L. Mueller
Attorney | Equity Partner
Andria L. Mueller focuses on business succession and trust administration. Her expertise in asset protection helps families preserve wealth across generations while navigating complex legal frameworks with precision and care.
Ross M. Berg
Attorney | Equity Partner
Ross M. Berg specializes in elder law and Medicaid planning. He assists clients in qualifying for government assistance while protecting homes and savings through strategic legal solutions tailored to individual circumstances.
Stacey L. Harding
Attorney
Stacey L. Harding offers comprehensive estate planning services, including wills, trusts, and advanced directives. She works closely with clients to ensure their wishes are documented clearly and legally binding for future execution.
Questions
What documents are essential for basic estate planning?
A will, revocable living trust, durable power of attorney, and healthcare directives form a complete estate plan. These documents ensure asset distribution, medical wishes, and financial decisions align with your intentions.
How can Medicaid planning protect my assets?
Medicaid planning uses legal strategies like irrevocable trusts and asset transfers to protect homes and savings while qualifying for long-term care benefits, ensuring your wealth passes to heirs rather than nursing home costs.
Can I avoid probate with a will?
A will alone doesn't avoid probate. Trusts, joint ownership, and beneficiary designations help bypass probate court, expediting asset distribution while maintaining privacy and reducing administrative costs.
What happens if I die without a will?
Dying intestate subjects your estate to state laws determining asset distribution. This often results in unintended beneficiaries and family conflicts, emphasizing the need for a customized estate plan.
How does business succession planning work?
Business succession involves creating legal frameworks for ownership transfer, including buy-sell agreements and trusts. This ensures operational continuity, protects assets from taxes, and prevents disputes among heirs or partners.
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