Heidi R. Goettel

Heidi R. Goettel: Attorney with Crowley Fleck PLLP
  • Partner at Crowley Fleck PLLP (155 Attorneys)
  • 900 N. Last Chance Gulch, Suite 200, Helena, MT 59601
    View Heidi R. Goettel's office location
  • Peer Reviews
    3.6/5.0 (1)
    Client Reviews
    No Reviews
  • Profile Visibility [ i ]

Biography

Heidi R. Goettel is a commercial partner in the Helena office. She has practiced with Crowley Fleck since graduating from the University of Montana School of Law in 2005. Ms. Goettel's practice focuses on trust and estate planning and administration; real estate and business transactions and leasing; and liquor and gaming licensing and transfers.

Community Involvement

Director, West Mont (2015 to Present)
Director, Helena Family YMCA (2015 to Present)
Director and Secretary, Lewis & Clark County Community Foundation (2006-2012)
State Bar of Montana Elderly Assistance Committee
Pro Bono Mediato

Areas of Practice (34)

  • Business Organizations
  • Governance
  • Mergers, Acquisitions & Other Business Transactions
  • Non-Profit Entities
  • Healthcare
  • Business, Governance, Operations, and Transactions
  • Long Term and Elder Care, In-Home Care, Hospice, and Rehabilitation
  • Pro Bono
  • Real Estate
  • Access, Title and Property Disputes
  • Commercial Real Estate Acquisition, Sales and Leasing
  • Condominium and Homeowners' Associations
  • Farm and Ranch Transactions
  • Real Estate Financing and Security Devices
  • Renewable Energy
  • Title and Real Estate Related Matters
  • Taxation
  • Business Entities
  • Nonprofit and Tax-Exempt Organizations
  • Real Estate Transactions
  • Wealth Transfer Taxes
  • Trusts & Estates
  • Business Succession Planning
  • Charitable Giving
  • Elder Law Planning
  • Estate Planning
  • Fiduciary Obligations and Estate and Trust Litigation
  • Guardianships, Conservatorships and Disability Planning
  • Premarital Agreements
  • Probate, Estate and Trust Administration
  • Retirement Planning
  • Tax Planning
  • Water Law
  • Water Right Transactions

Education & Credentials

Contact Information:
(406) 449-4165  Phone
www.crowleyfleck.com
Mailing Address:
P.O. Box 797, Helena, MT 59601
University Attended:
University of Montana, B.A. with High Honors in Liberal Studies, 2002
Law School Attended:
University of Montana School of Law, ADR Certificate, 2005; University of Montana School of Law, J.D., 2005
Year of First admission:
2005
Admission:
2005, Montana and U.S. District Court, District of Montana
Memberships:

Professional Affiliations

• National Academy of Elder Law Attorneys (NAELA)
• Women's Leadership Network (WLN)
• Helena Estate Planning Council
• State Bar of Montana
• American Bar Association

Birth Information:
Helena, Montana, March 14, 1981
Reported Cases:
Representative Matters: Commercial real estate lease negotiation and drafting for landlord or tenant; Real estate purchase and sale agreements and transaction management for commercial or residential sellers or purchasers; Seller financing advice and drafting for real estate transactions; Condominium formation and amendment; Easement drafting and negotiation; Prepare and facilitate liquor and gaming license applications and transfers and related documents for sellers or purchasers of bars and casinos including hotels with liquor licenses and gaming; Advise on business formation and governance matters for non-profit and for-profit businesses and prepare appropriate documents and agreements; Provide comprehensive estate and trust planning advice and documents; Provide and advise on health care and financial powers of attorney and living wills; Draft and advise on protective arrangements and special needs trusts and public benefits for special needs beneficiaries and trusts for minors and companion animals; Assist with non-probate planning and transfers such as life insurance and retirement benefits beneficiary designations and beneficiary deeds; Assist with guardianship and conservatorship matters; Advise and prepare premarital agreements; Trust and estate administration including liquidation and distribution of trust and estate assets; Accounting and reporting of trusts and estates; Fiduciary representation and compliance for trustees or personal representatives; Pro bono facilitative mediation for parenting plans for low-income parents.
ISLN:
918388603

Peer Reviews

  • 3.6/5.0 (1 review)
  • Peer Reviewed
  • Legal Knowledge

    4.0/5.0
  • Analytical Capability

    4.0/5.0
  • Judgment

    3.0/5.0
  • Communication

    4.0/5.0
  • Legal Experience

    3.0/5.0

*Peer Reviews provided before April 15, 2008 are not displayed.

Client Reviews

This attorney does not have client reviews.
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Affiliations

Lex Mundi

Helena, Montana

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