• vcard
D 816.572.4770
F 913.273.0995
  • Education
    • J.D., University of Denver, 1974
    • B.A., University of Kansas, 1971

John Schmidt has extensive experience helping clients plan and organize their wealth for their lifetime benefits and for efficient transfers at death to the client’s chosen beneficiaries. This experience ranges from basic planning drafting wills and trusts to the use of sophisticated planning for high net worth individuals. John regularly assists business owners who want to allow for the orderly transition of ownership with optimal tax savings. 

John serves as an estate planning and business attorney for clients in Kansas, Colorado and Missouri on a range of matters including:

  • Estate planning including the creation of Wills, Revocable Living Trusts, Financial Powers of Attorney and Health Care Declarations including Living Wills.
  • Irrevocable Trusts to hold assets custom designed to benefit the client’s family.
  • Gifting strategies that reduce estate taxes, including gifts using the gift tax annual exclusions and lifetime gift tax exemption, creation of a family limited partnership or limited liability company, granter retained annuity trust, income tax defective irrevocable trusts, life insurance trusts and qualified personal residence trust.
  • Trust and estate administration, including estate tax return preparation, estate tax, gift tax, and generation skipping tax planning.
  • Charitable estate planning to accomplish client’s philanthropic goals, including charitable remainder trusts, charitable lead trust, and the creation of a charitable foundation. 
  • Business succession planning including the formation of business entities (partnerships, corporations, and limited liability companies) to accomplish the efficient transfer of the client’s business. 
  • Trust reformation modifying irrevocable trusts for situations where a client’s plan has changed.  

With over 40 years of experience, John understands how to integrate all the complex planning strategies and create a practical plan custom designed for the client’s needs. John served as Chair of the Wealth Planning Practice Group from 2014 to 2020.

text icon Publications & Presentations
Speaker, Keating & Associates and Polsinelli Webinar
October 15, 2020
podcast icon Podcasts
September 28, 2015
text icon Publications & Presentations
What Do We Do With This Stuff?
Presented at the LMH Endowment Association, Alvamar Country Club, Lawrence, Kansas
November 2008
text icon Publications & Presentations
Basic Risk Managment and Asset Protection Strategies
Presentation to the Missouri Society of CPA's
October 2007
text icon Publications & Presentations
Basic Estate Planning
Presentation to Mid-America Planned Giving Council
October 2003
text icon Publications & Presentations
It Is More Blessed to Give Than to Pay Tax: a Review of Lifetime Transfer Strategies and Method
Kansas Bar Association
April 2001