Lisa McLaughlin has 38 years of experience in complex estate and trust planning for multi-generational families, wealth planning, probate and trust administration, fiduciary litigation and related tax and closely-held business areas of law. She also devotes much of her practice to charitable, nonprofit and tax-exempt entity law. The depth and breadth of Lisa’s expertise allows her to serve the needs of individual clients with the full range of sophisticated estate planning techniques. She works with both individual clients and tax-exempt organizations to create, administer and provide advice regarding governance for charitable trusts, nonprofit corporations, private foundations, endowments and planned giving programs.
Within the Missouri legal community, Lisa has earned a reputation as a “lawyer’s lawyer” who understands the tax and technical complexities of the estate planning and charitable planning field and can effectively guide less experienced or more general practitioners. She is a frequent speaker to both professional and lay audiences on estate planning and charitable planning topics.
An active volunteer leader in charitable and civic service for many years, Lisa currently serves as a Trustee and Secretary of the Missouri Historical Society, a Director of YouthBridge Community Foundation and a Trustee of the Missouri United Methodist Foundation.
Estate & Wealth Planning
Advice for Trustees and Personal Representatives
Trust and Estate Administration
Estate Tax, Gift Tax, Generation-Skipping Transfer Tax and Fiduciary Income Tax Law
Charitable and Nonprofit Advice
Tax-Exempt, Charitable, Nonprofit, Endowment, Religious and Fraternal Entities
Post Death Administration
Closely Held Businesses, Succession Planning
Premarital and Post-Marital Agreements
Taxation of Individuals, Corporations, Partnerships
Guardianships and Conservatorships
Instructor, Non-Profit Law and Non-Profit Management
Washington University 2012 – 2014