Back to People

Lisa M. Adams


“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



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


  • Girls in the Know | Board of Directors (Present)
  • Bar Association of Metropolitan St. Louis – Tax Section | Chair (Present)
  • Mizzou Tax and Transactional Law Society | Board Member (Present)
Past Leadership Roles
  • Shakespeare Festival St. Louis | Steering Committee for Party on Art Hill (2016)
  • Immacolata School | Volunteer Coordinator (2014 – 2016)

Memberships & Associations

Professional Organizations

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

Speaking Engagements


  • The Fiduciary Exception to the Attorney Client Privilege. St. Louis, MO. (2012)
  • 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)

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)
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