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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From the HNW guide

Full-service law firm Bryan Cave operates from offices across the USA, Asia and Europe. The Missouri private client team handles a wide range of domestic and cross-border estate planning mandates. A source says that "they have a good practice and a number of good lawyers. They're a fine firm."

Bryan Cave's trusts and estates department works with high net worth clients and their advisers, with many clients owning businesses. The team's capabilities include the drafting of wills and powers of attorney, multi-generational tax planning and charitable giving. The international nature of the firm enables the department to work with multinational families and assist individuals with asset planning across jurisdictions.

Notable practitioners

Lawrence Brody is "a very, very strong estate planning lawyer," sources say. He is particularly lauded for his expertise in the use of life insurance structures for wealth preservation and estate planning. An interviewee enthuses: "Larry Brody's excellent - he's a fine lawyer and a great guy."

Kathleen Sherby focuses on estate and succession planning for high net worth clients and co-chairs the firm's fiduciary litigation group. One source calls her "a fine lawyer," adding that "I like her, I respect her, and she's got fine judgement - I have nothing but good things to say about Kathy." Another says: "She's probably one of the smartest people that I've ever worked with. What I really like about her is that she is unafraid of engaging in tough conversations. She has a tremendous focus on the client experience."

Stephen Daiker heads up the private client practice at Bryan Cave, and is an experienced trusts and estates attorney. His practice centres around tax and wealth planning work for high net worth individuals. He often assists business owners with transfers of ownership and corporate control.

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From the HNW guide

Midwestern firm Lewis Rice is lauded for its "very fine trusts and estates practice." The firm's estate planning and probate department handles both basic and complex private client work, from relatively simple wills and trusts to bespoke, sophisticated multi-generational planning. Attorneys in the team are adept in the use of a range of structures for the transfer and preservation of wealth, including irrevocable grantor trusts and family partnerships. Additionally, the firm's trust and estate litigation group focuses on contentious wills, inheritance and trusts cases. "Overall I think the group's very strong," says a local wealth manager, adding that "I've had nothing but great experiences with Lewis Rice."

Clients with smaller estates or less complex estate planning needs may benefit from Lewis Rice's sister firm TuckerAllen, which provides low-cost fixed-fee wills and trusts consultation and drafting services. One Missouri lawyer says: "If someone calls me and says, 'I don't have USD10 million,' I'll say to call TuckerAllen."

Notable practitioners

An interviewee says Michael Mulligan has a "national reputation," and is "a superb lawyer" with "phenomenal expertise." A local attorney calls Mulligan "one of the top lawyers in this area." Mulligan co-chairs the firm's estate planning department and is notable for originating the technique of selling to an intentionally defective trust. "He's known well, he's spoken a lot and has a good reputation," a peer explains, while another calls him "a technically smart lawyer of many years."

Marian Mehan's clients are typically high net worth individuals and families, many of whom own significant businesses. She also advises institutional trustees and private banks on trust modification matters. "She's a fine lawyer, and a very fine individual," says one source, with another stating: "She has a terrific, huge practice, and her name is very well known."

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Thompson Coburn LLP

From the HNW guide

Full-service firm Thompson Coburn serves its clients from five offices across the USA. The St. Louis estate planning team works with high net worth individuals and families to create estate plans and draft powers of attorney.

"Thompson Coburn is terrific," enthuses a lawyer, adding: "They have both the academic lawyers and the rainmakers. It's a top-notch firm, they have lots of big families and a big practice." Another interviewee says that "they're a very fine firm."

Notable practitioners

A peer describes Lawrence Katzenstein as "a terrific lawyer," adding that "he's really known in the charitable area." Katzenstein handles a broad range of estate planning, with a focus on philanthropy. "Oh, Larry's superb," enthuses another interviewee. "He's a nationally prominent lawyer and deservedly so. He's very well known nationally for being specialised in charitable planning, and there's no one better in the US when it comes to the charitable cross-section of estate planning." Katzenstein is also the creator of a piece of actuarial software for tax practitioners called Tiger Tables. This source continues: "He really has a head for numbers; I might sit down and it would take something like an hour at a computer for me to do something, and he'd do it in his head. He makes a computer program called Tiger Tables. I use it regularly, and the IRS uses it as well, it's that good."

Thomas Corbett "does a wonderful job," says a fellow estate planning attorney. "He's measured, he's thoughtful and he's analytically very sound. He's technically very bright and I have nothing but positive things to say." Another peer reports that "he's probably got one of the best client lists in town, and he's a really nice guy too." Corbett is an experienced trusts and estates practitioner with expertise in advising families and individuals with closely held businesses.

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From the HNW guide

Sources praise the "good group of trusts and estates lawyers" at Lathrop & Gage, a well-known Missouri firm with offices in both Kansas City and St. Louis. The firm's wealth strategies team advises high net worth clients, including those with significant business interests, on estate and succession planning matters.

A local wealth adviser reports that "they have a deep bench, they have attorneys who can handle a number of different areas. I also like their bedside manner - there's a real lack of anything pompous or overly sophisticated when talking to clients - they keep it simple. I appreciate that they stay up to date and educate their clients on any changes in legislation. They have a very good reputation in the St. Louis area."

Notable practitioners

"I would give Scott Malin pretty high marks as a technician and in terms of his judgement," says one source, adding that "I wouldn't hesitate to refer to him." Another says that he "is very good and I like him a lot." Malin has expertise in business succession planning, tax-efficient wealth transfer and charitable planning. A market commentator values the fact that "he's very responsive and he is very good with customers. He's extremely knowledgeable, and he can raise the bar on the technical aspects or keep it real simple."

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From the HNW guide

Sources praise the "good folks" in the Polsinelli trusts and estates department, highlighting the quality of the firm's practice in this area. The firm's wealth planning and administration team has a presence in St. Louis and Kansas City and works with high net worth individuals and families. Many of the firm's clients are stakeholders in closely held businesses.

Polsinelli offers clients expertise in a wide range of wealth planning, including the integration of business succession and testamentary planning. The firm's attorneys are capable in wealth structuring matters, using vehicles such as grantor-retained annuity trusts for asset protection. Members of the team also assist individuals with creating plans for retirement, disability or illness.

Notable practitioners

John Schmidt chairs the wealth planning group and is a key contact.

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Bryan Cave LLP

From the Chambers HNW guide

Lawrence Brody is "a very, very strong estate planning lawyer," sources say. He is particularly lauded for his expertise in the use of life insurance structures for wealth preservation and estate planning. An interviewee enthuses: "Larry Brody's excellent - he's a fine lawyer and a great guy."

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Lawrence P Katzenstein

Thompson Coburn LLP

From the Chambers HNW guide

A peer describes Lawrence Katzenstein as "a terrific lawyer," adding that "he's really known in the charitable area." Katzenstein handles a broad range of estate planning, with a focus on philanthropy. "Oh, Larry's superb," enthuses another interviewee. "He's a nationally prominent lawyer and deservedly so. He's very well known nationally for being specialised in charitable planning, and there's no one better in the US when it comes to the charitable cross-section of estate planning." Katzenstein is also the creator of a piece of actuarial software for tax practitioners called Tiger Tables. This source continues: "He really has a head for numbers; I might sit down and it would take something like an hour at a computer for me to do something, and he'd do it in his head. He makes a computer program called Tiger Tables. I use it regularly, and the IRS uses it as well, it's that good."

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Michael D Mulligan

Lewis Rice LLC

From the Chambers HNW guide

An interviewee says Michael Mulligan has a "national reputation," and is "a superb lawyer" with "phenomenal expertise." A local attorney calls Mulligan "one of the top lawyers in this area." Mulligan co-chairs the firm's estate planning department and is notable for originating the technique of selling to an intentionally defective trust. "He's known well, he's spoken a lot and has a good reputation," a peer explains, while another calls him "a technically smart lawyer of many years."

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Stinson Leonard Street LLP

From the Chambers HNW guide

Charles Redd of Stinson Leonard Street LLP is widely respected across Missouri for his estate planning work. "He has a very good reputation," says a peer. "He's very good when it comes to dealing with complex issues. He is extremely responsive, he has a great depth of knowledge and he does a really good job of explaining to someone not familiar with estate planning techniques." He is described as "a good lawyer, a good speaker and a real academic. He's very bright, hard-working and diligent." Another interviewee notes that "he takes passion in learning and sharing that knowledge - he tries to stay ahead of legislative developments, and is very well versed in the tax codes and current trends. He's so immersed in current affairs that he can offer unique solutions that are creative and practical at the same time."

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Kathleen R. Sherby

Bryan Cave LLP

From the Chambers HNW guide

Kathleen Sherby focuses on estate and succession planning for high net worth clients and co-chairs the firm's fiduciary litigation group. One source calls her "a fine lawyer," adding that "I like her, I respect her, and she's got fine judgement - I have nothing but good things to say about Kathy." Another says: "She's probably one of the smartest people that I've ever worked with. What I really like about her is that she is unafraid of engaging in tough conversations. She has a tremendous focus on the client experience."

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Thompson Coburn LLP

From the Chambers HNW guide

Thomas Corbett "does a wonderful job," says a fellow estate planning attorney. "He's measured, he's thoughtful and he's analytically very sound. He's technically very bright and I have nothing but positive things to say." Another peer reports that "he's probably got one of the best client lists in town, and he's a really nice guy too." Corbett is an experienced trusts and estates practitioner with expertise in advising families and individuals with closely held businesses.

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Stephen B. Daiker

Bryan Cave LLP

From the Chambers HNW guide

Stephen Daiker heads up the private client practice at Bryan Cave, and is an experienced trusts and estates attorney. His practice centres around tax and wealth planning work for high net worth individuals. He often assists business owners with transfers of ownership and corporate control.

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Lathrop Gage

From the Chambers HNW guide

"I would give Scott Malin pretty high marks as a technician and in terms of his judgement," says one source, adding that "I wouldn't hesitate to refer to him." Another says that he "is very good and I like him a lot." Malin has expertise in business succession planning, tax-efficient wealth transfer and charitable planning. A market commentator values the fact that "he's very responsive and he is very good with customers. He's extremely knowledgeable, and he can raise the bar on the technical aspects or keep it real simple."

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Lewis Rice LLC

From the Chambers HNW guide

Marian Mehan's clients are typically high net worth individuals and families, many of whom own significant businesses. She also advises institutional trustees and private banks on trust modification matters. "She's a fine lawyer, and a very fine individual," says one source, with another stating: "She has a terrific, huge practice, and her name is very well known."

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