• vcard
D 314.889.7004
F 314.754.9178
  • Education
    • J.D., cum laude, Saint Louis University, 1972
    • B.S., Creighton University, 1969

Jack Challis enjoys the role of family counselor and has focused his career on the effective representation of clients in business and personal matters. His experience with several well-regarded trust companies has provided a unique view of the intersection between personal and financial affairs, and how the issues of both are related on a daily and lifetime basis. Jack's extensive experience in the areas of estate and tax planning and, where needed, incorporation of these elements into a client family's business enterprise, allow him and his colleagues to create the right structure for each client family and to refine the plan when family issues or changes in the law dictate.

  • After extensive review of clients' family, financial, business, and personal information, crafted a custom group of documents to carry out a sophisticated tax and estate plan for several family generations.
  • Retained as expert witness in matters involving trust and estate disputes, actions against trustees, and construction of estate and trust documents.
  • Represented a portion of family against others involving questionable terms of trust, assertion of possible undue influence, and trustee breach of duty. Settled matter for benefit of clients without trial.
eAlerts Alerts
September 2012
Publication and Presentations Icon Publications & Presentations
In Terrorem Clauses: Avoiding Will Contests and Disinheritance
ALI-ABA Estate Planning Court Materials Journal | Volume 17 | Number 3
(With sample provisions)
June 2011
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Probate Law and Procedure
Presented to Missouri Judicial College
Aug 18, 2009
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Lectures
Lectures on estate planning, estate and trust administration, fiduciary liability and pre-retirement issues for U.S Bank, Bank of America, Commerce Trust Company, South Side National Bank, A.G. Edwards & Sons, The Arthritis Foundation, IBM, Shelter Insurance Co., Alexian Brothers Health Center, Saint Louis University, Federal Executive Board and St. Louis Planned Giving Council
Aug 18, 2009
Publication and Presentations Icon Publications & Presentations
Trusts and Estates Deskbook Series
Missouri Bar Association
Aug 17, 2009
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Fiduciary Liability: New Rules and Old Problems
Presented to A.G. Edwards Trust Company Trusts and Estate Forum
2006
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Missouri Trust Code
Presented at William Frather Estate and Trust Symposium
2005
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Fiduciary Liability From Bank Trust Perspective—A World of Exposure
Presented to MOKAN Trust and Financial Services Conference
2005
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Malpractice and Fiduciary Liability
Presented at William Frather Estate and Trust Symposium
2004
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Estate Planning Internship – UMKC Program at St. Louis
2002, 2004