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Lisa M. Adams

Shareholder

“It takes as much energy to wish as it does to plan.” – Eleanor Roosevelt

Practice Groups

Areas of Concentration

  • Estate and Wealth Planning
  • Estate and Trust Administration
  • Tax Planning
  • Closely Held Business Succession

Experience at Work

Lisa is known for the time and effort she invests in her clients. Practical, compassionate and attentive, she seeks to understand her clients in a way that addresses both individual and collective objectives.  Lisa takes the time to get to know her clients in a way that manages and builds sustainable planning and relationships.

Lisa began her career working in corporate and real estate law. Most of the families she works with have real estate or corporate holdings, thus her experience adds great value to her clients.

Awards & Recognitions

Awards

  • The Best Lawyers in America® | Trusts and Estates, St. Louis (2019 – Present)

Recognition

  • American College of Trust and Estate Counsel, Heart of America Fellows Institute, Fellow

Knowledge & Insights

Speaking Engagements

  • Drafting Effective Wills & Trust: Basic Tax Considerations – What You Need to Know in Order to Choose the Appropriate Plan. St. Louis, MO. (2014)
  • Estate Planning Seminar. Women’s Financial Education Series. St. Louis, MO. (2013)
  • The Fiduciary Exception to the Attorney Client Privilege. St. Louis, MO. (2012)

Firm Programs

Firm Insights

Admissions & Qualifications

Bar & Court Admissions

  • Missouri
  • Kansas
  • Massachusetts
  • U.S. Tax Court

Educational Background

  • LL.M., Taxation, Boston University (2000)
  • J.D., University of Missouri School of Law (1999)
  • B.A., English, University of Missouri (1996)

Memberships & Associations

Current Leadership Positions

  • Girls in the Know | Board of Directors
  • Bar Association of Metropolitan St. Louis – Tax Section | Chair
  • Mizzou Tax and Transactional Law Society | Board Member

Past Leadership Positions

  • Shakespeare Festival St. Louis | Steering Committee for Party on Art Hill (2016)
  • Immacolata School | Volunteer Coordinator (2014 – 2016)

Professional Organizations

  • Bar Association of Metropolitan St. Louis | Tax Section
  • Mizzou Tax and Transactional Law Society

Civic & Community

  • Girls in the Know
  • Shakespeare Festival St. Louis
  • Immacolata School
Eighteen Capes Sokol Attorneys Recognized as 2022 Best Lawyers in America
Twenty Capes Sokol Attorneys Recognized as 2021 Best Lawyers in America ©
Changes During COVID-19: Gift Tax Return and Payment of Tax Postponed but Additional Tax Postponements and Clarifications Requested