Carter Lowman

The Counselor

CARTER LOWMAN

 Omaha Estate Planning Attorney

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!

CONTACTS

Direct: (402) 315-1237

Office: (402) 280-7648

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.

MY BLOGS

Practice Areas

  • Estate Planning
  • Income & Retirement Planning
  • Asset Protection
  • Charitable Planning
  • Probate & Trust Administration
  • Wills & Trusts

LICENSED IN: Nebraska

Carter's “Why”

Carter and his wife, Cecily, have 4 children – Felicity, Cordelia, Jude, and Sebastian. In his free time, Carter enjoys hiking and exploring local parks and lakes.

Creighton University School of Law, cum laude, Juris Doctor, 2017

University of Nebraska-Omaha, Bachelor of Arts in Philosophy, 2011

Sole Proprietorship: Omaha, NE

Attorney & Consultant, September 2018-August 2020

      • Advised individuals and families in the design, implementation, and administration of estate plans
      • Assisted non-profit organizations in matters involving formation, compliance, and tax-exempt status, as well as fundraising and planned giving
      • Advised start-up schools regarding all aspects of organization and operations

 

Koley Jessen: Omaha, NE

Attorney, August 2017-August 2018

      • Advised individuals and families in the design, implementation, and administration of estate plans ranging from simple estate plans to sophisticated wealth transfer plans

Law Clerk, May 2015-July 2017

      • Clerked in Koley Jessen’s Corporate, Education, Employment, Real Estate, and Estate Planning practice groups
      • Conducted research and analysis, drafted various legal memorandums, and drafted, inter alia, shareholder agreements, lease agreements, estate and business succession planning documents, and non-profit organization compliance forms

 

Great Hearts Academies: Phoenix, AZ

High School Teacher, June 2012 – July 2014

      • Taught 9th grade students at Glendale Preparatory Academy using the Socratic Method and focusing on American political philosophy texts, such as The Federalist Papers and Democracy in America
      • Taught 6th grade U.S. History and Literature and Composition
      • Drafted quarterly evaluations, analyzing and judging the performance of 75 individual students
      • Coached the middle school soccer team
      • Taught summer courses at Veritas Preparatory Academy
  • State: Nebraska
  • Nebraska State Bar Association
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