Gerard "Rod" T. Forgét III, Attorney At Law
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Education:
Creighton University - College of Law
* Juris Doctor
Creighton University - College of Business Administration
* Master of Business Administration
Creighton University - College of Arts and Science
Bachelor of Science in Chemistry
Double Major in Philosophy
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* Joint Degree - emphasis in finance and taxation
University of Missouri - Kansas City
Master of Legal Letters (LLM) - emphasis in taxation
Work Experience:
President - The Forgét Firm, P.C., LLO
Assists clients with Estate Planning issues and Retirement Planning issues - including Private Equity Investments and Public Investment Counsel.
Structuring legal documents for corporations and individuals to effectively transfer assets with minimal tax
consequences - including Living Trusts, 401(k) Plan Documents, and Non-Qualified Trusts.
Internal Revenue Service - Examination Division
Estate and Gift Tax Group
Internist - Assisted in Audits of Estate Tax Returns (Form 706) including valuation issues and U.S. Tax Court litigation issues
Certifications/Licensure:
NASD Series 7 and Series 63 License(s)
United States Tax Court - Practicing Member
Nebraska Bar Association - Practicing Member
Nebraska State Board of Public Accountancy (CPA) - Certificate
Registered Investment Advisor - Series 65
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