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Heidi M. Ottsen

Counsel

Practice Groups

Areas of Concentration

  • Estate and Wealth Planning
  • Estate and Trust Administration
  • Fiduciary Tax Preparation
  • Tax Planning

Experience at Work

Heidi serves as personal counsel to her clients, and her practice extends to all aspects of sophisticated planning, wealth preservation, and charitable giving.

She works to anticipate the future needs of her clients and feels strongly that “a good attorney will go beyond what is asked.” Her meticulous organization and attention to detail enables her to make sure there are “no loose ends” and that a client’s total estate is considered and supported.

Admissions & Qualifications

Bar & Court Admissions

  • Missouri

Educational Background

  • LL.M., Taxation, Washington University Law School (1997)
  • J.D., Washington University Law School (1993)
  • B.A., Economics, DePauw University (1988)

Leadership & Community Engagement

Professional Organizations

  • Bar Association of Metropolitan St. Louis

Civic & Charitable

  • Westminster Christian Academy
Capes Sokol Adds Lateral Attorney to Trusts & Estates Practice