Heidi R.  Goettel

Heidi R. Goettel

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Representative Matters

  • Commercial real estate lease negotiation and drafting for landlords or tenants;
  • 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 and local counsel financing opinions;
  • 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 businesses with liquor licenses such as casinos and 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;
  • Comprehensive estate and trust planning advice and documents;
  • 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;
  • Non-probate planning and transfers such as life insurance and retirement benefits beneficiary designations and beneficiary deeds;
  • 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.

Heidi is a fifth-generation Montanan. After law school at the University of Montana, Heidi returned to her hometown of Helena in 2005 and joined Crowley Fleck. Heidi counsels individuals and businesses on Montana specific legal issues ranging from real estate, business, and trusts and estates, to special needs and elder law. Heidi gets to know each client’s individual needs, values and goals in order to effectively negotiate and wordsmith personalized and practical contracts and plans that provide clients with a solid foundation for success in their important business and real estate transactions and family transitions. Heidi connects clients with all available legal resources and empowers clients using Montana law to craft effective strategies and creative solutions to protect clients’ interests and prevent conflicts. Heidi has extensive experience navigating clients through Montana’s unique liquor licensing system and complex nursing home Medicaid programs.

Practice Areas

    • Governance
    • Mergers, Acquisitions & Other Business Transactions
    • Non-Profit Entities
    • Taxation
    • Business Entities
    • Nonprofit and Tax-Exempt Organizations
    • Real Estate Transactions
    • Wealth Transfer Taxes
    • Business, Governance, Operations, and Transactions
    • Long Term and Elder Care, In-Home Care, Hospice, and Rehabilitation
    • Lobbying, Regulatory and Administrative Affairs
    • Mergers and Acquisitions
    • Regulatory and Administrative Affairs
    • Mediation Services
    • Pro Bono
    • Real Estate
    • Access, Title and Property Disputes
    • Commercial Real Estate Acquisition, Sales and Leasing
    • Condominium and Homeowners’ Associations
    • Construction and Design
    • Development, Zoning and Land Use
    • Farm and Ranch Transactions
    • Real Estate Financing and Security Devices
    • Water Rights
    • Title and Real Estate Related Matters
    • 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 Right Transactions

Bar Admission

Montana, 2005
U.S. District Court, District of Montana, 2005

Education

2018 – Helena Chamber of Commerce, Leadership Helena Program
2005 – J.D., University of Montana School of Law
2005 – Alternative Dispute Resolution Certification, University of Montana School of Law
2002 – B.A. with High Honors in Liberal Studies, University of Montana

Community Involvement

Director, Big Sky Institute for the Advancement of Non-Profits (2018 – Present)
Director, West Mont (2015 – Present)
Volunteer, Helena Family YMCA (2012 – Present)
Director, Helena Area Community Foundation (2006-2012)
Reviewer, Montana State University Extension Service MontGuide Educational Materials
Mediator, Crowley Fleck Pro Bono Parenting Plan Mediation Program
Volunteer, Montana Legal Services Advice Clinic

Professional Affiliations

State Bar of Montana, Business, Estates, Trusts, Tax & Real Property Section and Women’s Law Section
Real Property, Trusts and Estate Section,
American Bar Association
Women’s Leadership Network (WLN)
National Academy of Elder Law Attorneys (NAELA)
Helena Estate Planning Council
National Guardianship Council