Heidi R.  Goettel

Heidi R. Goettel

Office:

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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.

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.

Practice Areas

    • Governance
    • Mergers, Acquisitions & Other Business Transactions
    • Non-Profit Entities
    • Business, Governance, Operations, and Transactions
    • Long Term and Elder Care, In-Home Care, Hospice, and Rehabilitation
    • Pro Bono
    • 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
    • Title and Real Estate Related Matters
    • Business Entities
    • Nonprofit and Tax-Exempt Organizations
    • Real Estate Transactions
    • Wealth Transfer Taxes
    • 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

2005 – J.D., University of Montana School of Law
2005 – Alternative Dispute Resolution Certificate, University of Montana School of Law
2002 – B.A. with High Honors in Liberal Studies, University of Montana

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 Mediator

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