Carter Lowman is the “Counselor.” He is a creative problem solver that understands the problems business leaders and families face when transferring their assets to the next generation, while also trying to fulfill personal, family, and business goals. Carter creates estate plans for individuals and families who want to ensure their loved ones are provided for in any event. From those just starting a family to those seeking to ensure their legacy, he works with clients in order to create estate plans tailored to their specific needs – worth it!
Prior to law school, Carter was a teacher and has since founded a K-8 school in Omaha that offers a classical curriculum. His unique background as a teacher allows him to connect with families and truly understand their needs. These needs range from simple estate plans, including wills, trusts, durable powers of attorney, and advanced health care directives, to sophisticated wealth transfer plans, structured to minimize the impact of gift, estate, and generation-skipping taxes, to business succession plans, designed to transfer the family farm or business intact to the next generation. Carter also assists clients with trust and estate administration matters, as well as charitable planning matters, including assisting nonprofit organizations in matters involving formation, compliance, and the obtainment of tax-exempt status.