Ann Stephens joined Sandberg Phoenix in 2018 as counsel. She represents business owners and individuals in a variety of legal matters relating to general business and tax including acquisitions and mergers, contract drafting and negotiations, financing, real estate, choice of entity issues and tax planning. She acts as general outside counsel to various businesses, providing advice on specific issues and managing their general legal matters. Her clients include businesses involved in many industries including manufacturers, fabricators, distributors, construction and service.
Ann also advises individuals and business owners in areas of estate and gift tax planning including drafting of power of attorneys, wills and trusts.
She realizes that often times business owners are in need of legal advice regarding business succession planning and their estate plans. Conversely, many individuals in need of estate plan advice also operate their own business or real estate investments. Ann’s experience in business and estate planning makes her uniquely qualified to assist those individuals and business owners in all facets of their business and estate plan needs.
In her free time, Ann enjoys spending time with her husband and three children.
American Bar Association
Bar Association of Metropolitan St. Louis
Estate Planning Council of St. Louis
Missouri Bar Association
Sandberg Phoenix Women's Committee, Co-chair, advocating for the personal and professional advancement of women attorneys
Ann previously served as a member of the Saint Louis University Bequest and Gift Council (2008 – 2014) and was a past president and served on the board of directors for the Child Day Care Association (1996 – 2010).
LL.M. in Taxation, Washington University School of Law, with honors receiving the Gary I. Boren Memorial Prize (highest GPA)
J.D., Saint Louis University School of Law
B.S. in Accounting, Quincy College
Missouri
United States Tax Court
2000 – Present, St. Roch School, Volunteer
2016 – 2020, Nerinx High School Mother’s Club Board Member
2012 – 2017, St. Louis University High School, Mother Admissions Ambassador - Class Representative
2011 – 2016, Girl Scout Leader, Troop 1870
1997 – 2003, Wishing Well Foundation of St. Louis