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Tax and Estate Planning

Our firm has a strong reputation as one of the premier firms for providing sophisticated individual tax and estate planning in the St. Louis area. Our attorneys carefully review with each client their individual circumstances and provide advice specifically tailored to those circumstances. Many attorneys in the estate and tax planning group hold advanced degrees, concentrating in tax law, and serve on the faculty of various universities teaching tax classes.

In the estate planning area, our firm uses various techniques and strategies for avoiding probate, minimizing or eliminating estate taxes, and providing owner succession planning for all type of businesses. Some examples of the types of techniques that are commonly used include:

  • Irrevocable and Revocable Trusts
  • Charitable Trusts & Charitable Foundations
  • Wills
  • Health Care Declarations, Living Wills, & Health Care Powers of Attorney
  • Asset Protection Strategies
  • Insurance Trusts and Gift Planning
  • Special Needs Trusts
  • Family Limited Partnerships.

Our estate planning attorneys provide probate and trust administration services, including the filing of estate, gift, and income tax returns. We have attorneys experienced in handling guardianship matters and probate and trust litigation.

In addition, several of our attorneys are experienced in handling tax controversy matters, including IRS appeals, appeals with the Missouri State Tax Commission, and appeals with the Missouri Department of Revenue. Our attorneys regularly advise clients in developing effective tax strategies for individual businesses, including mergers and acquisitions, business restructuring, and executive compensation strategies.

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