Ross M. Berg

Ross M. Berg is an Attorney and Equity Partner at Legacy Design Strategies in Omaha, Nebraska. Berg focuses on Estate Planning, Business Planning, Wealth Preservation, Asset Protection, Nonprofit Entities & Charitable Planning, Corporate Compliance, and Tax Law. He focuses on advanced planning for high-net-worth families and business owners. His work includes business entity formation, advanced wealth-preservation strategies, succession planning, and legal structures designed to support long-term family, charitable, and business objectives.

Berg earned a J.D. from the University of Nebraska College of Law in 2008. He earned a B.S. in Business Administration, Management, from Midland University in 2004, with a minor in English, and graduated magna cum laude. His business and legal education supports planning work that often combines tax, corporate, estate, and succession considerations.

Berg advises families and business owners on complex estate and business planning strategies, including entity formation, asset protection, wealth preservation, and succession planning. His practice also includes nonprofit entities, charitable planning, corporate compliance, and tax law. He has presented on estate planning with family limited partnerships and limited liability companies and has authored and presented material addressing family charity planning, income tax, and social capital.

Berg is admitted in Nebraska and Missouri and works from a firm focused on estate, business, and life-care planning. His practice is designed for clients who need coordinated advice across personal wealth, business ownership, tax concerns, and long-term succession. Ross M. Berg brings business training and planning-focused legal experience to matters involving significant assets, closely held companies, charitable goals, and family legacy decisions.

Law Office Affiliations

• Equity Partner, Legacy Design Strategies
• Member, Nebraska State Bar Association
• Member, The Missouri Bar

Licensed State

• Nebraska
• Missouri

Education

• University of Nebraska College of Law
  Juris Doctor (JD)
• Midland University
  Bachelor of Science (BS) in Business Administration, Management

Awards & Badges