Lisa M. Adams; Estate Planning, Trusts & Estates
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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 Adams is known for the time and effort she invests in her clients. Practical, compassionate and attentive, Ms. Adams seeks to understand her clients in a way that addresses both individual and collective objectives.  She takes the time to get to know her clients in a way that manages and builds sustainable planning and relationships.

Ms. Adams 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.

Memberships & Associations

  • Bar Association of Metropolitan St. Louis
    • Chair of BAMSL Tax Section (Present)
  • University of Missouri-Columbia Tax and Transactional Law Society Board
  • Steering Committee for Party on Art Hill, Shakespeare Festival St. Louis (2016)
  • Immacolata School
    • Volunteer Coordinator (2014-2016)

Presentations

  • “The Fiduciary Exception to the Attorney Client Privilege,” 2012
  • “Drafting Effective Wills & Trust: Basic Tax Considerations – what you need to know in order to choose the appropriate plan,” 2014
  • “Estate Planning Seminar for Women’s Financial Education Series,” Spring 2013

Licensed to Practice

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

Education

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

Awards & Designations

  • The Best Lawyers in America®
    • Best Lawyers®, Trusts and Estates, St. Louis, 2019
Twelve Capes Sokol Attorneys Selected for 2019 Best Lawyers List
Capes Sokol Elects Three New Shareholders
Capes Sokol Recruits Prominent Estate Planning Attorneys For New Practice Group