Elizabeth A. Warren
Areas of Focus
Wealth Planning and Estate Administration
, Saint Louis University School of Law
, Academic Excellence Award in Estate Planning
, Truman State University
, Political Science
As an associate in the Wealth Planning practice, clients rely on Elizabeth Warren to recognize issues and create a specific and individual plan when it comes to personal, estate, and tax planning. She strives to listen and learn from clients and incorporate the client’s wishes in a plan that is both comprehensive and flexible.
Elizabeth enjoys working with clients and their team of professionals to ensure smooth estate and trust administration, from the initial review of the client’s needs through the final distribution and tax reporting. She collaborates with seasoned attorneys daily on shareholder agreements, retirement planning, marital agreements, gift planning, and charitable planning through current and deferred charitable gifts.
Her practice focuses on a variety of wealth planning matters, including:
Drafting wills, trusts, durable powers of attorney, and health care directives
Administering post-death estate and trust plans
Preparing gift, estate, and fiduciary income tax returns
Establishing family limited partnerships and limited liability companies
American Bar Association
Bar Association of Metropolitan St. Louis, 2010-present
The Missouri Bar
Probate and Trust Division, 2010-present
"Working with families through multiple generations and forming long term relationships with families peaked my interest in wealth planning."
© Polsinelli PC, Polsinelli LLP in California, Polsinelli PC (Inc) in Florida
All Rights Reserved