John Diamantis

John Diamantis Email and Phone Number

Owner and Founder @ Heritage Law
Omaha, NE, US
John Diamantis's Location
Omaha Metropolitan Area, United States
John Diamantis's Contact Details
About John Diamantis

My practice is focused almost entirely on Estate & Business Planning. I specialize in working with families and business owners to minimize taxes, protect assets and plan for their families and employees. I received my J.D., M.B.A. dual degree from UNL. I passed the Nebraska Bar in August 2014. And, I have a Series 7, Series 6, Series 65, and Series 63.

John Diamantis's Current Company Details
Heritage Law

Heritage Law

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Owner and Founder
Omaha, NE, US
John Diamantis Work Experience Details
  • Heritage Law
    Owner And Founder
    Heritage Law
    Omaha, Ne, Us
  • Heritage Law
    Owner & Founder
    Heritage Law Mar 2021 - Present
    Omaha, Nebraska, United States
    When it comes to your family, the heritage you pass down and preserve is important. Turn to a dedicated estate planning advocate you can trust. Our firm specializes in estate planning, Medicaid planning and elder law, business law, and trust administrations and probate.
  • Legacy Design Strategies
    Attorney
    Legacy Design Strategies Mar 2019 - Mar 2021
    Greater Omaha Area
    My practice is focused almost entirely on Estate & Business Planning. I specialize in working with families and business owners to minimize taxes, protect assets and plan for their families and employees.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley May 2016 - Mar 2019
    13625 California St. #400, Omaha, Ne 68154
    Built comprehensive financial plans & managed custom investment portfolios. Worked closely with internal team, as well as client’s accountants and lawyers. Grew firm assets under management substantially.
  • First National Bank Of Omaha
    Trust Officer
    First National Bank Of Omaha Jul 2014 - Mar 2015
    Administered trusts, estates, agencies, and investment management accounts for high net worth individuals• Reviewed trust documents and prepared proper documentation• Assessed risk and managed relationships with clients• Reviewed estate plans and coordinated with client attorneys
  • First National Bank Of Omaha
    Wealth Management Intern
    First National Bank Of Omaha May 2013 - Jul 2014
    Managed unique assets by reviewing trust documents and then making recommendations. Analyzed situations where FNBO is serving with a co-fiduciary to ensure documentation.
  • First National Bank Of Omaha
    Law Clerk
    First National Bank Of Omaha Jun 2012 - Aug 2012
    First National Tower
    Researched issues in banking law and telecommunications law• Drafted memorandums to legal questions• Reviewed and amended contracts, communicated with clients
  • Ne Senator Brad Ashford
    Intern
    Ne Senator Brad Ashford May 2010 - Aug 2010
    Assisted the Senator and the Office of Violence Prevention with the Violence Prevention Fund, as well as researched legislation.
  • Us Senator Ben Nelson
    Intern
    Us Senator Ben Nelson May 2009 - Aug 2009
    Greater Omaha Area
    Communicated with constituents and assisted staff with constituent needs. Also, Accompanied staff on meetings with various organizations around Omaha.

John Diamantis Skills

Legal Research Estate Planning Business Planning Tax Planning Succession Planning Legal Issues Legal Writing Business Strategy Business Development Legacy Planning Inheritance Tax Planning Estate Tax Planning

John Diamantis Education Details

Frequently Asked Questions about John Diamantis

What company does John Diamantis work for?

John Diamantis works for Heritage Law

What is John Diamantis's role at the current company?

John Diamantis's current role is Owner and Founder.

What is John Diamantis's email address?

John Diamantis's email address is jo****@****ail.com

What is John Diamantis's direct phone number?

John Diamantis's direct phone number is +140265*****

What schools did John Diamantis attend?

John Diamantis attended University Of Nebraska College Of Law, University Of Nebraska-Lincoln, University Of Nebraska At Omaha, Colorado State University.

What are some of John Diamantis's interests?

John Diamantis has interest in Golf, Health, Children, Cooking, Skiing, Trap Shooting, Rock Climbing, Education, Environment, Science And Technology.

What skills is John Diamantis known for?

John Diamantis has skills like Legal Research, Estate Planning, Business Planning, Tax Planning, Succession Planning, Legal Issues, Legal Writing, Business Strategy, Business Development, Legacy Planning, Inheritance Tax Planning, Estate Tax Planning.

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