Polsinelli shareholder Lisa McLaughlin was honored on Thursday night with the “Professional Advisor” award by the St. Louis Planned Giving Council. The presentation took place at the 2013 St. Louis Legacy Awards, which was hosted by the Council in partnership with the YouthBridge Community Foundation.
McLaughlin has more than 30 years of experience in estate planning, employing a full range of planning techniques to customize estate plans for clients. She also advises clients and tax-exempt entities with respect to charitable trusts, private foundations and other nonprofit entities, as well as individual gifting and planned-giving programs. Her practice also includes fiduciary litigation matters.
“Throughout her career, Lisa has established an outstanding professional reputation for her efforts to help scores of clients facilitate their planned-giving needs,” said Jack Challis, practice group chair for wealth planning and administration. “We are thrilled she is being recognized by her planned-giving peers in the St. Louis area with this prestigious honor. She is a tremendous asset both locally and nationally to our firm.”
The St. Louis Legacy Awards program aims to recognize the crucial interaction between the donor, advisor and charity necessary in creating a charitable planned gift. The “Professional Advisor” award is given to a professional, for-profit gift-planning advisor. This award recognizes the advisor's skill, knowledge, imagination and insight in meeting the specific needs of their clients.
McLaughlin has been elected to membership of the prestigious American College of Trust and Estate Counsel, an honor reserved for those demonstrating the highest levels of integrity, commitment, competence and experience within her profession. She was named a top wealth manager by St. Louis Magazine, selected for inclusion in “The Best Lawyers in America” and “Missouri & Kansas Super Lawyers,” and was named as one of the “Top 50 Women Attorneys” in 2012, as well as six previous years.
McLaughlin belongs to the Missouri Bar’s probate and trust section, American Bar Association, and the Bar Association of Metropolitan St. Louis, where she is the past chair of both the probate and trust section and the nonprofit law committee. She earned her bachelor’s degree from Duke University and her law degree from Vanderbilt University.
McLaughlin is actively involved in the St. Louis community. She currently serves on the board of the Central institute for the Deaf, Ready Readers and the Starkloff Disabilities Institute. She is the co-chair of the planned giving advisory committee of the St. Louis County Library Foundation.
Previously been involved with the YouthBridge SEIC program, serving as a judge and mentor. In addition, McLaughlin has previously served as president of the board for Noonday Club and St. Louis Estate Planning Council. She has served on the boards and planned giving committees of the American Red Cross, Epworth Children’s & Family Services, Boys & Girls Town of Missouri, Saint Louis University Library Associates, St. Louis Planned Giving Council, SLU gift and bequest council, St. Louis Children’s Hospital, Saint Louis Art Museum, Campbell House Museum, as a chancellor for the United Methodist Church’s Missouri annual conference, director of the United Methodist Foundation, chair of Barnes-Jewish Hospital Foundation’s planned giving cabinet, trustee and secretary for Kappa Alpha Theta Foundation, and board member and executive committee member for MICDS. McLaughlin was also a member of the Missouri Botanical Garden’s planned advisory committee.
McLaughlin is an excellent source for reporters working on stories about:
• The tax implications of charitable giving, from both an individual and institutional/organizational perspective
• The structuring of charitable trusts and family foundations
• The benefits of annual giving, planned giving and bequests to the individual, as well as the non-profit organization
• Recent changes to the estate planning laws and their impact on high-net worth individuals and business owners, in particular the anticipated effort on charitable giving
• The structure, development strategies and business critical needs/functions of nonprofit organizations
For more information contact Public Relations Manager Heather McMichael, 816-223-8780, email@example.com
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