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ESTATE PLANNING

Estate planning encompasses much more than avoiding estate taxes upon death. We provide a wide range of services to help you meet your personal and financial goals: business planning, multigenerational wealth management and transfer, asset protection, retirement planning, charitable giving, payment of educational and medical expenses, tax minimization and ensuring physical/medical care.

Our typical plan uses a revocable trust as the primary dispositive document in order to avoid the expense of probate administration and to secure the privacy of our clients’ affairs.

Our complete estate plan includes documents that delegate authority to make financial and medical decisions while you are alive. A General Durable (Financial) Power of Attorney, under special circumstances, delegates authority to make financial decisions. A Durable Power of Attorney for Health Care and Health Care Directive, under special circumstances, delegates authority to make health care decisions and also incorporates a living will.

Some circumstances may call for planning in addition to trusts or wills. Certain types of assets can be retitled to pass at death with a Transfer On Death or Pay On Death (TOD or POD) or other beneficiary designation. Such assets include life insurance, IRAs and other retirement benefits. Other assets can be held in joint accounts which pass to the survivor at death.

Publications

Yes, your 18-year-old does need estate planning!

Estate planning during divorce: It’s never too early to start

New laws may give fiduciaries power to access digital assets

Why a ‘Grantor Trust’ is a good addition to every estate plan

Traps and pitfalls of joint ownership

Why donor advised funds are useful for year-end charitable giving

California real estate: Change the ownership, increase the tax

Proposed Bayer-Monsanto merger presents a charitable planning opportunity

Proposed changes to Section 2704 could spur tax increase for owners of closely held businesses

Filing Form 709: Beyond the basics of gift tax returns

Blog Posts

Private family trust companies authorized under new Missouri law

Digital assets creates new complications for estate planning

Lawyers: Give your clients a business entity checkup

Highlights from the 2017 Heckerling Institute on Estate Planning

CPAs: Top 10 list for fiduciary income tax returns and planning

TCLE

Leveraging to Attain Basis Step-Up; Income Tax Benefits of Losing an FLP Case

Fiduciary Income Tax Refresher and Update

Self-Employment Tax and LLCs; New Partnership Audit Rules; Selected Issues from Heckerling

Life Insurance to Fund Buyouts or Loss of a Key Person

News

Jason Thein named a top estate planning attorney in St. Louis

Thompson Coburn named among top 30 law firms for client service

Tom Corbett, Larry Katzenstein featured in Chambers’ inaugural High Net Worth guide

Jon Karp talks succession planning, partnership agreements on Law Firm Excellence Podcast

Associates, patent agent join Thompson Coburn in Chicago, Los Angeles, St. Louis

Congratulations to the new Thompson Coburn partners for 2016

Supporting worldwide growth of Enterprise

25 Thompson Coburn attorneys recognized in 2015 Chambers USA

Georgia Demeros named a ‘Five Star Professional’ for estate planning

Thompson Coburn earns eight national top-tier rankings in U.S. News ‘Best Law Firms’ survey

Saint Louis Legacy Awards honor Dale Knight, Larry Katzenstein, Covenant Place

27 Thompson Coburn attorneys recognized in 2014 Chambers USA

Thompson Coburn earns six national top-tier rankings in U.S. News ‘Best Law Firms’ survey

Thompson Coburn officially launches Los Angeles office

Georgia Demeros quoted in Fox Business article on debt, estate planning

Private Client Group transfers more than $1.2 billion in assets

Larry Katzenstein offers charitable organizations guidance on tax fallout of ‘fiscal cliff’ law

Leading philanthropy company names Larry Katzenstein to advisory board

19 Thompson Coburn partners named 2013 St. Louis Lawyers of the Year

Larry Katzenstein Featured in Missouri & Kansas Super Lawyers Publication

Partner
St. Louis
314 552 6011

Henry is a partner in the Firm's Tax Practice Area.

Henry is a partner in the Firm's Tax Practice Area.

Henry Bettendorf
Partner
Chicago
312 580 2206

Scott's practice focuses in the areas of family wealth preservation, federal transfer taxation, and family business planning.

Scott's practice focuses in the areas of family wealth preservation, federa...

Scott Bieber
Associate
Chicago
312 580 5047

Sarah helps individuals and families preserve their wealth by developing strategies to safeguard their assets in the most tax-efficient way.

Sarah helps individuals and families preserve their wealth by developing st...

Sarah Chang
Partner
St. Louis
314 552 6022

Tom's practice focuses on the areas of estate planning and administration, federal estate and gift tax compliance and controversy, organizational, tax and succession plan...

Tom's practice focuses on the areas of estate planning and administration, ...

Tom Corbett
Partner
St. Louis
314 552 6027

For 35 years, Steve has focused his practice on succession planning for family businesses, including the areas of estate planning, taxation, estate and trust administrati...

For 35 years, Steve has focused his practice on succession planning for fam...

Steve Cupples
Partner
Chicago
312 580 2303

Georgia serves as an estate planning advisor and personal general counsel to closely-held businesses, business leaders, and other individuals.

Georgia serves as an estate planning advisor and personal general counsel t...

Georgia Loukas Demeros
Partner
St. Louis
314 552 6588

Jackie's practice is focused on representation of individuals and families in the areas of estate planning and charitable giving and representation of nonprofit organizat...

Jackie's practice is focused on representation of individuals and families ...

Jackie Dimmitt
Partner
St. Louis
314 552 6312

Laura's practice is focused on all aspects of estate planning, including the preparation of estate planning documents, probate and tax law, tax planning and business succ...

Laura's practice is focused on all aspects of estate planning, including th...

Laura Duncan
Partner
St. Louis
314 552 6035

Jim serves as a key advisor to regional medical groups on the full spectrum of business and regulatory issues they encounter while providing medical services.

Jim serves as a key advisor to regional medical groups on the full spectrum...

Jim Fogle
Partner
Los Angeles
310 282 9424

Frank represents high net worth individuals and the leaders of small to mid-sized companies in the preparation of estate plans and business succession plans.

Frank represents high net worth individuals and the leaders of small to mid...

Frank Glabach
Associate
Los Angeles
310 282 2507

Jessica represents clients in estate planning, trust administration and probate matters.

Jessica represents clients in estate planning, trust administration and pro...

Jessica Gordon
Partner
St. Louis
314 552 6151

Steve is a nationally recognized practitioner in the areas of estate planning and the structuring of privately held businesses.

Steve is a nationally recognized practitioner in the areas of estate planni...

Steve Gorin
Senior Counsel
St. Louis
314 552 6400

Paul focuses his practice on employee benefits law and taxation.

Paul focuses his practice on employee benefits law and taxation.

Paul Griesemer
Partner
Los Angeles
310 282 9413

In addition to his estate planning, probate and trust and estate practice, Bill represents clients in commercial, corporate, real estate, partnership, contracts and busin...

In addition to his estate planning, probate and trust and estate practice, ...

Bill Holcomb
Associate
St. Louis
314 552 6529

William Horton is an associate in the firm's private client practice.

William Horton is an associate in the firm's private client practice.

William Horton
Partner
Los Angeles
310 282 9476

Jon has more than 30 years of experience as a CPA, as well as an attorney, practicing in the areas of income tax planning, business succession planning, and estate and gi...

Jon has more than 30 years of experience as a CPA, as well as an attorney, ...

Jon Karp
Partner
St. Louis
314 552 6187

Larry is a nationally known authority on estate planning and planned giving.

Larry is a nationally known authority on estate planning and planned giving...

Larry Katzenstein
Counsel
St. Louis
314 552 6357

Katie advises families and helps them develop appropriate estate plans for their individual circumstances.

Katie advises families and helps them develop appropriate estate plans for ...

Katie Knapp
Partner
St. Louis
314 552 6073

Joe is a longtime member and former chair of our Private Client group.

Joe is a longtime member and former chair of our Private Client group.

Joseph Logan
Partner
Chicago
312 580 2231

Ed counsels individuals and businesses on a broad spectrum of estate, trust, business, and tax planning matters.

Ed counsels individuals and businesses on a broad spectrum of estate, trust...

Ed McGillen
Partner
St. Louis
314 552 6316

Lacey has extensive experience in all aspects of estate planning, estate and trust administration and charitable giving.

Lacey has extensive experience in all aspects of estate planning, estate an...

Lacey Searfoss
Partner
St. Louis
314 552 6562

Jason is a trusted legal advisor to multi-generational families and their businesses.

Jason is a trusted legal advisor to multi-generational families and their b...

Jason Thein
Partner
St. Louis
314 552 6273

As an experienced litigator in Missouri courts and beyond, Maria has achieved significant results for clients in the banking litigation and fiduciary litigation arenas.

As an experienced litigator in Missouri courts and beyond, Maria has achiev...

Maria Zschoche