Carrie S. Schormann Email & Phone Number

Saint Peters, Missouri

I focus on estate planning, estate and trust administration and estate and trust litigation for families. My experience includes all types of basic and advanced estate planning, formation of business entities, private foundations and charitable trusts. I also routinely prepare estate and gift tax returns and other fiduciary tax returns for my clients. I represent personal representatives and trustees in connection with estate and trust administration matters.I believe in a… Show more I focus on estate planning, estate and trust administration and estate and trust litigation for families. My experience includes all types of basic and advanced estate planning, formation of business entities, private foundations and charitable trusts. I also routinely prepare estate and gift tax returns and other fiduciary tax returns for my clients. I represent personal representatives and trustees in connection with estate and trust administration matters.I believe in a collaborative approach in working with other professionals (such as accountants and financial advisors) so that the client’s needs are met in a holistic and comprehensive manner. Show less

St. Louis, Missouri

I am a member of the Trusts and Estates group at Stinson Leonard Street LLP. I advise clients regarding basic estate planning documents, such as Wills, Revocable Trusts, Irrevocable Trusts, Durable Powers of Attorney and Medical Directives/Living Wills. I advise clients regarding advanced estate planning, including but not limited to family limited partnerships and other types of business entities, “Crummey” Trusts, Intentionally Defective Grantor Trusts, Qualified Personal Residence… Show more I am a member of the Trusts and Estates group at Stinson Leonard Street LLP. I advise clients regarding basic estate planning documents, such as Wills, Revocable Trusts, Irrevocable Trusts, Durable Powers of Attorney and Medical Directives/Living Wills. I advise clients regarding advanced estate planning, including but not limited to family limited partnerships and other types of business entities, “Crummey” Trusts, Intentionally Defective Grantor Trusts, Qualified Personal Residence Trusts, Insurance Trusts, Private Foundations, Charitable Trusts and business succession planning. Show less

In my practice, I prepared basic estate planning documents, such as Wills, Revocable Trusts, Irrevocable Trusts, Durable Powers of Attorney and Medical Directives/Living Wills for my clients. I also advised clients regarding advanced estate planning techniques, including but not limited to family limited partnerships and other types of business entities, “Crummey” Trusts, Intentionally Defective Grantor Trusts, Qualified Personal Residence Trusts, Insurance Trusts, Private Foundations, and… Show more In my practice, I prepared basic estate planning documents, such as Wills, Revocable Trusts, Irrevocable Trusts, Durable Powers of Attorney and Medical Directives/Living Wills for my clients. I also advised clients regarding advanced estate planning techniques, including but not limited to family limited partnerships and other types of business entities, “Crummey” Trusts, Intentionally Defective Grantor Trusts, Qualified Personal Residence Trusts, Insurance Trusts, Private Foundations, and Charitable Trusts. Show less

Prepared basic estate planning documents, including Wills, Revocable Trusts, Irrevocable Trusts, Durable Powers of Attorney and Medical Directives/Living WillsAdvised clients regarding advanced estate planning, including but not limited to family limited partnerships and other types of business entities, “Crummey” Trusts, Intentionally Qualified Personal Residence Trusts, Insurance Trusts, and Private Foundations.Prepared estate tax and inheritance tax returns.Performed… Show more Prepared basic estate planning documents, including Wills, Revocable Trusts, Irrevocable Trusts, Durable Powers of Attorney and Medical Directives/Living WillsAdvised clients regarding advanced estate planning, including but not limited to family limited partnerships and other types of business entities, “Crummey” Trusts, Intentionally Qualified Personal Residence Trusts, Insurance Trusts, and Private Foundations.Prepared estate tax and inheritance tax returns.Performed extensive due diligence projects for Fortune 500 company. Show less

Research assistant for Prof. Michelle Cecil for discharge of indebtedness paper.

Education record

Activities and Societies: Participated in Negotiation, Client Counseling, Mediation, Trial Competition and 1L Moot Court competitions J.D..

Bsacc,Bsba In Finance, Macc, Accounting And Finance

Activities and Societies: Golden Key National Honor Society Completed coursework through the Honors College.