ESTATE PLANNING
- OVERVIEW
- EXPERIENCE
- INSIGHTS
- NEWS & EVENTS
- PROFESSIONALS
CONTACT
- Georgia Loukas Demeros
- 312 580 2303 312 580 2303 direct | Email
- Jackie Dimmitt
- 314 552 6588 314 552 6588 direct | Email
- Laura Duncan
- 314 552 6312 314 552 6312 direct | Email
- Ed McGillen
- 312 580 2231 312 580 2231 direct | Email
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RELATED PRACTICES
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RELATED INDUSTRIES
Estate planning encompasses much more than avoiding estate taxes upon death. We provide a wide range of services to help you meet your personal and financial goals: business planning, multigenerational wealth management and transfer, asset protection, retirement planning, charitable giving, payment of educational and medical expenses, tax minimization and ensuring physical/medical care.
Our typical plan uses a revocable trust as the primary dispositive document in order to avoid the expense of probate administration and to secure the privacy of our clients’ affairs.
Our complete estate plan includes documents that delegate authority to make financial and medical decisions while you are alive. A General Durable (Financial) Power of Attorney, under special circumstances, delegates authority to make financial decisions. A Durable Power of Attorney for Health Care and Health Care Directive, under special circumstances, delegates authority to make health care decisions and also incorporates a living will.
Some circumstances may call for planning in addition to trusts or wills. Certain types of assets can be retitled to pass at death with a Transfer On Death or Pay On Death (TOD or POD) or other beneficiary designation. Such assets include life insurance, IRAs and other retirement benefits. Other assets can be held in joint accounts which pass to the survivor at death.
Case Studies
TCLE
Liens from Deferred Estate Tax; Grantor Trusts & Basis Step-Up; Gifts of Business Interests
Fiduciary Income Tax Refresher and Update 2022
When a Gift Is Subject to Income Tax; Beneficiary Deemed-Owned Trusts; Making Large Taxable Gifts
Fiduciary Income Tax Refresher and Update 2020
Charitable Giving for Institutions of Higher Education
Fiduciary Income Tax Refresher and Update 2018
Leveraging to Attain Basis Step-Up; Income Tax Benefits of Losing an FLP Case
Fiduciary Income Tax Refresher and Update
Self-Employment Tax and LLCs; New Partnership Audit Rules; Selected Issues from Heckerling
Life Insurance to Fund Buyouts or Loss of a Key Person
Publications
Legacy Advised Funds: Finally, here’s something to “LAF” about
What you need to know about recent changes to New York’s power of attorney law
With the government’s attention turning to taxes, your estate plan may need your attention
Year-end planning just got a whole lot more complicated
How COVID-19 presents estate planning opportunities
A good time to consider four essential documents for basic estate planning
The 2020 repeal of stretch IRAs: How will it affect estate planning?
Strategies for buy-sell agreements using insurance
What the new Illinois Trust Code means for trustees and beneficiaries
Common slipups compromising the effectiveness of trusts you have or will create
Spinning straw into gold: Modifying irrevocable trusts
Strategies for estate planning during a divorce
The tax laws changed. Should your business and estate plans change too?
New tax law’s doubling of estate tax exemption compels a review of your estate plan
Serving as a trustee: What is the job description?
What you should know about estate and gift tax 2018 inflation adjustments
Estate planning during divorce: It’s never too early to start
New laws may give fiduciaries power to access digital assets
Why a ‘Grantor Trust’ is a good addition to every estate plan
Traps and pitfalls of joint ownership
Why donor advised funds are useful for year-end charitable giving
California real estate: Change the ownership, increase the tax
Proposed changes to Section 2704 could spur tax increase for owners of closely held businesses
Filing Form 709: Beyond the basics of gift tax returns
Blog Posts
Life insurance death benefit may be subject to income tax
Basis step-up: Planning for married couples
Highlights from the Simply Tax podcast: How to choose an entity for a family business
Private family trust companies authorized under new Missouri law
Digital assets creates new complications for estate planning
Lawyers: Give your clients a business entity checkup
Highlights from the 2017 Heckerling Institute on Estate Planning
CPAs: Top 10 list for fiduciary income tax returns and planning
News
Business Journal Highlights Larry Katzenstein’s Tiger Tables Software
Larry Katzenstein Honored with Estate Planning Lifetime Service Award
Steve Gorin receives Distinguished Estate Planner Award from Estate Planning Council of St. Louis
Thompson Coburn attorneys included in Chambers’ 2019 High Net Worth guide
Thompson Coburn earns 11 national top-tier rankings in U.S. News 2019 ‘Best Law Firms’ survey
Congratulations to our 14 ‘Lawyers of the Year’ for 2019
Thompson Coburn attorneys receive high marks in Chambers’ 2018 High Net Worth guide
Larry Katzenstein, Tom Corbett retain high rankings in Chambers’ High Net Worth guide
Thompson Coburn named among top 30 law firms for client service
Tom Corbett, Larry Katzenstein featured in Chambers’ inaugural High Net Worth guide
Jon Karp talks succession planning, partnership agreements on Law Firm Excellence Podcast
Congratulations to the new Thompson Coburn partners for 2016
25 Thompson Coburn attorneys recognized in 2015 Chambers USA
Georgia Demeros named a ‘Five Star Professional’ for estate planning
Thompson Coburn earns eight national top-tier rankings in U.S. News ‘Best Law Firms’ survey
Saint Louis Legacy Awards honor Dale Knight, Larry Katzenstein, Covenant Place
27 Thompson Coburn attorneys recognized in 2014 Chambers USA
Thompson Coburn earns six national top-tier rankings in U.S. News ‘Best Law Firms’ survey
Thompson Coburn officially launches Los Angeles office
Georgia Demeros quoted in Fox Business article on debt, estate planning
Private Client Group transfers more than $1.2 billion in assets
Larry Katzenstein offers charitable organizations guidance on tax fallout of ‘fiscal cliff’ law
Leading philanthropy company names Larry Katzenstein to advisory board
19 Thompson Coburn partners named 2013 St. Louis Lawyers of the Year
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Partner
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New York
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John draws on his more than 30 years of litigation experience to represent a wide variety of clients in federal and state trial and appellate courts. John draws on his more than 30 years of litigation experience to represent ... |
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Senior Counsel
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Washington, D.C.
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Henry's tax practice work emphasizes partnerships, limited liability companies and nonprofit organizations. Henry's tax practice work emphasizes partnerships, limited liability c... |
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Partner
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New York
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A fellow of the American College of Trust and Estate Counsel, Ninette works closely with clients and their families to create comprehensive multi-generational estate plan... A fellow of the American College of Trust and Estate Counsel, Ninette works... |
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Partner
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Chicago
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Sarah helps individuals, families, and closely held businesses owners identify their goals with regards to safeguarding and transferring their assets and then develops an... Sarah helps individuals, families, and closely held businesses owners ident... |
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Partner
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St. Louis
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Tom's practice focuses on the areas of estate planning and administration, federal estate and gift tax compliance and controversy, organizational, tax and succession plan... Tom's practice focuses on the areas of estate planning and administration, ... |
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Counsel
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Chicago
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Jessica is an attorney in the firm's private client group, where she concentrates her practice on estate planning, trust and estate administration and controversy, and re... Jessica is an attorney in the firm's private client group, where she concen... |
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Partner
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St. Louis
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For 35 years, Steve has focused his practice on succession planning for family businesses, including the areas of estate planning, taxation, estate and trust administrati... For 35 years, Steve has focused his practice on succession planning for fam... |
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Partner
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Chicago
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Georgia serves as an estate planning advisor and personal general counsel to closely-held businesses, business leaders and other individuals. Georgia serves as an estate planning advisor and personal general counsel t... |
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Partner
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St. Louis
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Jackie's practice is focused on representation of individuals and families in the areas of estate planning and charitable giving and representation of nonprofit organizat... Jackie's practice is focused on representation of individuals and families ... |
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Partner
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St. Louis
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Laura's practice is focused on all aspects of estate planning, including the preparation of estate planning documents, probate and tax law, tax planning and business succ... Laura's practice is focused on all aspects of estate planning, including th... |
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Senior Counsel
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St. Louis
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Jim serves as a key advisor to regional medical groups on the full spectrum of business and regulatory issues they encounter while providing medical services. Jim serves as a key advisor to regional medical groups on the full spectrum... |
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Partner
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St. Louis
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Steve is a nationally recognized practitioner in the areas of estate planning and the structuring of privately held businesses. Steve is a nationally recognized practitioner in the areas of estate planni... |
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Partner
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Los Angeles
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Jon represents mid-sized, closely held businesses and their owners in a variety of industries, including manufacturing, distribution, retail sales and professional servic... Jon represents mid-sized, closely held businesses and their owners in a var... |
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Partner
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St. Louis
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Larry serves clients in the firm's Private Client Services practice. Larry serves clients in the firm's Private Client Services practice. |
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Counsel
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St. Louis
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Omar drafts, reviews and updates complex trusts and estate plans and handles sophisticated tax matters for individuals and businesses. Omar drafts, reviews and updates complex trusts and estate plans and handle... |
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Partner
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Chicago
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Ed counsels individuals and businesses on a broad spectrum of estate, trust, business, and tax planning matters. Ed counsels individuals and businesses on a broad spectrum of estate, trust... |
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Associate
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St. Louis
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Lisa is an associate in the Firm's private client group. Lisa is an associate in the Firm's private client group. |
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Partner
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New York
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Consistently recognized for his dynamic, passionate, and resolute approach, Zachary delivers practical, tactical, and experienced advice to a diverse clientele that inclu... Consistently recognized for his dynamic, passionate, and resolute approach,... |
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Partner
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St. Louis
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Lacey has extensive experience in all aspects of estate planning, estate and trust administration and charitable giving. Lacey has extensive experience in all aspects of estate planning, estate an... |
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Associate
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Chicago
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Amanda is an associate in the Firm's private client and tax practices. Amanda is an associate in the Firm's private client and tax practices. |
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Partner
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St. Louis
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An experienced litigator, Maria defends clients in banking and fiduciary matters in Missouri state and federal courts, as well as courts around the country. An experienced litigator, Maria defends clients in banking and fiduciary ma... |
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