Tax, Trusts and Estates

McGrath North offers a market-leading and highly recognized team to advise financially successful individuals and closely held business owners on the full range of tax, trust, and estate planning needs.

Our professionals provide savvy, sophisticated, and practical solutions to the critical challenges faced at all stages of wealth building and retention and serve as trusted advisors for clients across the Midwest and other regions of the country.

Additionally, our team members counsel companies on maximizing the benefits available from state and local tax incentive programs, executive compensation strategies, and succession planning and when necessary, they also effectively guide clients through federal and state tax audits and related matters involving government taxing authorities.

In Chambers USA 2024, this group has been recognized for its excellence based on Chambers' independent research from clients and peers, receiving its top ranking for Nebraska law firms. Read more here.  McGrath North was also one of only two firms in Nebraska to receive top tier recognition from Chambers in its High Net Worth guide. In the U.S. News - Best Lawyers 2025® Edition of "Best Law firms", this group received multiple top tier Omaha market rankings for Omaha law firms.

For additional information, please select the appropriate link below.

• Business Succession, Exit and Shareholder Planning
• Employee Benefits and ERISA
• Estate and Gift Tax Planning
• Estate and Trust Administration
• Executive Compensation
• State and Local Taxation and Incentives
• Tax Audit Representation and Litigation
• Tax Exempt Organizations
• Transactional Tax Planning
• Wills, Trusts and Powers of Attorney