The one constant responsibility clients face throughout personal and professional milestones, is to secure their family’s and business’s future. As life changes, so too should estate plans. At Polsinelli, we understand clients want to know they have done everything they can to leave a meaningful legacy and to protect the ones they love. Our experienced Trust and Estate attorneys take time to understand family and business dynamics, design an estate plan and develop and update related documents to optimize every opportunity to preserve assets and administer the plan.

Our Trusts & Estates practice works on myriad matters, with the most common client needs falling within one of the following categories:

• Wills and trusts
• Business succession planning
• Multi-generational transfer planning
• Trust and estate administration
• Charitable planning
• Fiduciary disputes and litigation
•  Asset protection

Our Trust & Estate attorneys bring a wealth of knowledge to personal estate planning, business succession planning and tax planning for our clients. Polsinelli’s experienced attorneys recognize issues and solve problems for the firm’s business owner clients and other successful individuals.
Our attorneys know that estate planning, gift and estate tax planning, income tax planning, and business succession planning are all closely interrelated and should be holistically considered and coordinated in order to achieve our client’s long-term financial goals. Each estate plan is designed to fit our client’s needs, current law requirements, and a client’s objectives for his or her family.

Polsinelli’s Trust & Estate attorneys are widely known and respected, with active membership in the American College of Trust and Estate Counsel, a prestigious national organization of counselors. In addition to their work in estate, tax, and business planning, they bring critical experience in trust and estate administration, and are well-equipped to deal with a client’s unfortunate death or incapacity. Polsinelli attorneys in this practice engage in trust and estate planning and administration on a full-time basis and collaborate daily with their colleagues in connection with shareholder agreements, retirement planning, marital agreements, gift planning, and charitable planning through current and deferred charitable gifts.

Polsinelli’s experienced attorneys listen to and learn from their clients and incorporate each client’s wishes in a plan that is both comprehensive and flexible. The attorneys of the Trusts & Estates practice create a personal plan for each client that addresses:

• Accumulation of wealth and gifting opportunities
• Planning for retirement, illness, or disability
• Planning for education expenses and needs of children and grandchildren
• Current business management and succession planning
• Disposition of assets at death, including trust planning for family members or other individuals or charitable beneficiaries
• Coordination of asset ownership for efficient operation of the estate plan

Recent rankings include:

• Regionally recognized for HNW for Missouri Private Wealth Law by Chambers USA (2024)
• Nationally ranked Tier 3 for Trusts and Estates Law by the 2024 edition of "Best Law Firms"