Comprehensive Services; Customized Solutions
We are dedicated to helping clients manage their financial and estate concerns from start to finish, providing unique and individualized plans to suit the specific needs of every individual or family.
Our customized solutions include:
- Estate tax planning
- Business succession planning
- Asset protection planning
- Risk management
- Retirement planning
- Family counseling
- Wealth planning
- Preparation of foundational estate plans
- Financial and health care powers of attorney
- Wills
- Revocable trusts
Preparation of plans to reduce estate taxes. In addition to complex matters, our team is equipped to assist clients with philanthropic goals including:
- Charitable planning
- Establishment of foundations and charitable remainder trusts
- Lifetime gift planning
- And more!
Special Needs Planning
Our team excels in the handling of special needs planning, including:
- The preparation of Third Party Special Needs Trusts
- The preparation of First Party (Medicaid payback) Special Needs Trusts
- Guardianships/Conservatorships
- Ensuring child support payments don’t disrupt public benefits
Additional Services
Outside of traditional estate planning, we offer additional services including:
- Corporate restructuring matters
- Business succession planning
- Buy-sell agreements
- Partnerships and disposition of business assets
- Deferred compensation agreements
- Fiduciary and Trust Litigation services
- Mergers and acquisitions
- Preparation of prenuptial and postnuptial agreements
Depth of Expertise
Our attorneys have been recognized for their excellence in the field of estate planning and are dedicated to providing the highest quality client service at reasonable rates.
Several estate planning team members have served as faculty at Washington University School of Law and Graduate Tax Program and at St. Louis University School of Law. Our team members regularly teach trust and estate courses for lawyers, accountants, financial advisors and families and have published books and articles on a wide variety of financial and estate planning topics.
Many of our attorneys are members of renowned organizations in the trust and estates arena, including:
- American College of Trust and Estate Counsel
- Five Star Wealth Management
- Geneva Group International
- Mackrell International
Our team approach allows us to deliver superior client service on every engagement.