Missouri - Private Wealth Law Lawyers & Law Firms - HNW - Chambers and Partners
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HNW Guide

Private Wealth Law — Missouri

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Bryan Cave Leighton Paisner LLP

From the HNW guide

The Missouri private client team at international firm Bryan Cave is regarded as "a very fine practice" with "very good lawyers" and "excellent clients." The group works with high net worth individuals, families and privately-held businesses on a range of trusts and estates matters. It provides advice on business succession, the preparation of wills and trusts, charitable planning and the administration of trusts and estates.

The firm also has deep experience in will, estate and trust litigation, representing both individuals and banks and trust companies. Members of the team are also brought in as specialists to handle IRS audits. Bryan Cave has recently merged with Berwin Leighton Paisner, a UK-headquartered international firm which also has a strong international private client practice.

Notable practitioners

Lawrence Brody assists wealthy clients with estate planning matters, with a "special expertise in life insurance planning." Brody advises clients, and also regularly writes and lectures, on the use of life insurance for estate planning. "He's a very fine lawyer who's been around for a long time," says a market insider, adding that "he's developed and nurtured an excellent sub-speciality. He's nationally known as one of the two or three go-to guys in the country."

Kathleen Sherby advises high net worth individuals and families on wealth transfer planning, including business succession planning. She also represents trustees and beneficiaries in fiduciary litigation. Sherby has experience in cross-border matters, including the administration of estates and the transfer of property. "She's terrific," says a source. "She was president of ACTEC, and because of that she has a really deep knowledge of trust codes and different state laws."

Stephen Daiker chairs the firm's private client practice in St. Louis. He assists wealthy clients with estate and gift tax planning, as well as succession planning for business owners. An interviewee says of a recent matter: "He's been really good to work with, I respect his creativity and he explains things well."

^ See whole ranking table

Band 1

From the HNW guide

Lewis Rice provides a wide range of estate planning and probate services from its offices across the Midwest. Recognised for its work with very high net worth individuals, the Missourian team has an excellent reputation in the market, with one interviewee enthusing that "the best private client firm is Lewis Rice."

The group handles the preparation of wills, estate and trust administration, and charitable planning. It also has estate, tax and trust litigation expertise. "I think they are terrific, I know many of the lawyers and they all do good work - they have more than one generation of talent," says a source; "they're a very strong group."

Notable practitioners

Michael Mulligan is a highly experienced estate planning practitioner and co-chairs the firm's estate planning group. He is seen as a "pioneer of many areas in estate planning," interviewees say. "He's built a reputation as an innovator, and developed some estate tax saving techniques that are widely used," says one source, adding: "He's a brilliant guy."

Matthew Madsen advises high net worth individuals and families on a range of estate planning and wealth transfer matters. He assists clients with the administration of estates and trusts, charitable planning and estate and gift tax planning. A source reports that "his particular expertise is in the privately-held business area. A lot of his clients are business owners, so his private wealth practice starts to lean in to business aspects."

Marian Mehan has a "very good reputation" in the St. Louis market for her estate planning practice. She advises wealthy clients on a range of issues, including the transfer of wealth and the administration of trusts and estates. Mehan has experience working with the owners of privately-held businesses and is described by one observer as having "one of the best practices in the team."

Jaime Mendez assists high net worth individuals and families with estate planning and probate matters, including tax planning and the use of sophisticated wealth transfer techniques. He advises clients on the administration of trusts and estates and represents individuals in estate and gift tax audits.

^ See whole ranking table

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Thompson Coburn LLP

From the HNW guide

Thompson Coburn is a well-regarded firm in the Missouri market, with sources noting the "great lawyers there." The group handles both estate planning and trust and estate litigation for wealthy clients. It provides business succession advice and helps clients to plan for and reduce the future federal estate tax burden on privately-held businesses.

The firm's fiduciary litigation practice acts for both institutional and individual clients, handling contested wills, the removal of trustees and breach of fiduciary duties claims. "They're a very good firm, and a good, strong group," comments an interviewee.

Notable practitioners

Lawrence Katzenstein is noted for his "interesting and noteworthy sub-specialities," says one interviewee, adding: "He's a very, very capable and skilled mathematician. He understands the maths of estate planning, it comes to him intuitively, it's really remarkable." He is the creator of Tiger Tables, a piece of actuarial software that is used by the IRS as well as accountants and lawyers. Katzenstein is also recognised for his work with charitable organisations; one source comments that "he's always been to my knowledge the best mind in the area of charitable organisations and planning."

Thomas Corbett advises wealthy clients on estate planning matters, including the administration of estates and tax compliance. He is experienced in assisting owners of closely-held businesses with tax and succession planning. Corbett also represents beneficiaries and fiduciaries in trust and estate litigation cases. "He's a leader of the Thompson Coburn estate planning practice, and he's built it to what it is today - a high-end, credible practice," reports a market insider. Another source describes him as "terrific," "a really good guy" with a "great list of clients."

Jason Thein advises multi-generational wealthy families on estate planning and tax matters. He has particular experience in working with business owners, assisting them with business succession and co-ordinating with their corporate lawyers. One market observer reports that "he works with a number of extremely large, complex families," and another interviewee agrees, adding: "He has terrific clients and they like him - he's got a great reputation."

^ See whole ranking table

Band 2

Husch Blackwell LLP

From the HNW guide

The "excellent" private wealth team at Husch Blackwell assists wealthy clients with their estate planning and business succession needs from offices in Kansas City and St. Louis. Its clients include high net worth families, corporate executives, sports figures and entertainers.

The group advises on trust and estate administration, the preparation of wills and trusts, and tax planning. The attorneys assist with charitable giving and the setting up of private foundations, and the firm also acts for clients in trust litigation matters. "I've got great experience with them," says a market insider, describing it as a "talented group."

Notable practitioners

James Strong is a key contact in the St. Louis office.

^ See whole ranking table

Band 2

From the HNW guide

From the firm's offices in St. Louis and Kansas City, the wealth strategies team at Lathrop Gage acts for wealthy families, individuals, businesses and not-for-profit organisations on estate and succession planning matters. It assists clients with the drafting of wills and trusts, retirement and life insurance planning and charitable giving. The group also prepares tax returns and advises on tax planning.

The team frequently works with owners of privately-held businesses on the transfer of ownership, income tax planning and the structuring of businesses. The attorneys also represent clients in trusts and estates litigation, as well as contested tax cases.

Notable practitioners

Scott Malin counsels wealthy individuals, families and privately-held businesses on succession planning, taxation and estate planning matters. He also assists with planning for charitable giving. Malin is recognised as a "good lawyer" and a "nice guy" in the St. Louis market. "He's terrific," says a source, adding: "He's one of those personable guys. He's got a good practice, with a lot of business-oriented clients."

^ See whole ranking table

Band 2

From the HNW guide

Polsinelli offers wealth planning and estate administration services from offices in St. Louis and Kansas City. The firm's attorneys handle estate planning, business succession planning and tax planning for income, gift and estate taxes. They also provide trust planning advice, as well as retirement planning.

Polsinelli's Missouri-based lawyers also have a good reputation for trust litigation. The group represents clients in contested wills and trusts matters, as well as the removals of executors and trustees.

Notable practitioners

John Schmidt is a key contact in the wealth planning group, and Robert Selsor is a key contact for the firm's litigation practice.

^ See whole ranking table

Band 1

Bryan Cave Leighton Paisner LLP

From the Chambers HNW guide

Lawrence Brody assists wealthy clients with estate planning matters, with a "special expertise in life insurance planning." Brody advises clients, and also regularly writes and lectures, on the use of life insurance for estate planning. "He's a very fine lawyer who's been around for a long time," says a market insider, adding that "he's developed and nurtured an excellent sub-speciality. He's nationally known as one of the two or three go-to guys in the country."

^ See whole ranking table

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Lawrence P Katzenstein

Thompson Coburn LLP

From the Chambers HNW guide

Lawrence Katzenstein is noted for his "interesting and noteworthy sub-specialities," says one interviewee, adding: "He's a very, very capable and skilled mathematician. He understands the maths of estate planning, it comes to him intuitively, it's really remarkable." He is the creator of Tiger Tables, a piece of actuarial software that is used by the IRS as well as accountants and lawyers. Katzenstein is also recognised for his work with charitable organisations; one source comments that "he's always been to my knowledge the best mind in the area of charitable organisations and planning."

^ See whole ranking table

Band 1

Michael D Mulligan

Lewis Rice LLC

From the Chambers HNW guide

Michael Mulligan is a highly experienced estate planning practitioner and co-chairs the firm's estate planning group. He is seen as a "pioneer of many areas in estate planning," interviewees say. "He's built a reputation as an innovator, and developed some estate tax saving techniques that are widely used," says one source, adding: "He's a brilliant guy."

^ See whole ranking table

Band 1

Stinson Leonard Street LLP

From the Chambers HNW guide

Charles Redd of Stinson Leonard Street LLP is a highly regarded practitioner with extensive experience assisting clients with a variety of estate planning matters. "He's fabulous. I have no problem putting him in front of clients at any time. He is very matter-of-fact, he'll tell you what the rules are - he's very good at explaining risk," says an interviewee, adding that "he's great at keeping us in the loop." Another source says that "he is very good at laying out all the considerations and listening to the client weigh up the various options. He's not bashful about suggesting what seems to him to be the better course but he respects the client's judgements." Redd also wins praise for his technical skills: "He's a technical expert," says a market commentator, adding that "he's always thinking about a solution or how we could get something done, and takes action."

^ See whole ranking table

Band 1

Kathleen R. Sherby

Bryan Cave Leighton Paisner LLP

From the Chambers HNW guide

Kathleen Sherby advises high net worth individuals and families on wealth transfer planning, including business succession planning. She also represents trustees and beneficiaries in fiduciary litigation. Sherby has experience in cross-border matters, including the administration of estates and the transfer of property. "She's terrific," says a source. "She was president of ACTEC, and because of that she has a really deep knowledge of trust codes and different state laws."

^ See whole ranking table

Band 2

Thompson Coburn LLP

From the Chambers HNW guide

Thomas Corbett advises wealthy clients on estate planning matters, including the administration of estates and tax compliance. He is experienced in assisting owners of closely-held businesses with tax and succession planning. Corbett also represents beneficiaries and fiduciaries in trust and estate litigation cases. "He's a leader of the Thompson Coburn estate planning practice, and he's built it to what it is today - a high-end, credible practice," reports a market insider. Another source describes him as "terrific," "a really good guy" with a "great list of clients."

^ See whole ranking table

Band 2

Stephen B. Daiker

Bryan Cave Leighton Paisner LLP

From the Chambers HNW guide

Stephen Daiker chairs the firm's private client practice in St. Louis. He assists wealthy clients with estate and gift tax planning, as well as succession planning for business owners. An interviewee says of a recent matter: "He's been really good to work with, I respect his creativity and he explains things well."

^ See whole ranking table

Band 2

Lewis Rice LLC

From the Chambers HNW guide

Matthew Madsen advises high net worth individuals and families on a range of estate planning and wealth transfer matters. He assists clients with the administration of estates and trusts, charitable planning and estate and gift tax planning. A source reports that "his particular expertise is in the privately-held business area. A lot of his clients are business owners, so his private wealth practice starts to lean in to business aspects."

^ See whole ranking table

Band 2

Lathrop Gage

From the Chambers HNW guide

Scott Malin counsels wealthy individuals, families and privately-held businesses on succession planning, taxation and estate planning matters. He also assists with planning for charitable giving. Malin is recognised as a "good lawyer" and a "nice guy" in the St. Louis market. "He's terrific," says a source, adding: "He's one of those personable guys. He's got a good practice, with a lot of business-oriented clients."

^ See whole ranking table

Band 2

Lewis Rice LLC

From the Chambers HNW guide

Marian Mehan has a "very good reputation" in the St. Louis market for her estate planning practice. She advises wealthy clients on a range of issues, including the transfer of wealth and the administration of trusts and estates. Mehan has experience working with the owners of privately-held businesses and is described by one observer as having "one of the best practices in the team."

^ See whole ranking table

Band 2

Lewis Rice LLC

From the Chambers HNW guide

Jaime Mendez assists high net worth individuals and families with estate planning and probate matters, including tax planning and the use of sophisticated wealth transfer techniques. He advises clients on the administration of trusts and estates and represents individuals in estate and gift tax audits.

^ See whole ranking table

Band 2

Thompson Coburn LLP

From the Chambers HNW guide

Jason Thein advises multi-generational wealthy families on estate planning and tax matters. He has particular experience in working with business owners, assisting them with business succession and co-ordinating with their corporate lawyers. One market observer reports that "he works with a number of extremely large, complex families," and another interviewee agrees, adding: "He has terrific clients and they like him - he's got a great reputation."

^ See whole ranking table