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Carrie S. Schormann
About Carrie
Biography
Carrie Schormann focuses on estate planning, estate and trust administration and estate and trust litigation for families. Her experience includes all types of basic and advanced estate planning, formation of business entities, private foundations and charitable trusts. Carrie prepares estate and gift tax returns and other fiduciary tax returns for her clients. She also represents personal representatives and trustees in connection with estate and trust administration matters.
Carrie works collaboratively with other professionals (such as accountants and financial advisors) so that the client’s needs are met in a holistic and comprehensive manner.
Practice Areas
4
Practice Areas
Estate Planning
25%
25 years
Probate
25%
25 years
Trusts
25%
25 years
Wills and Living Wills
25%
25 years
Fees and Rates
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Chat withLicenses
Licensed in Missouri for 23 years
State: Missouri
Acquired: 2002
No misconduct found
Licensed in Kansas for 24 years
State: Kansas
Acquired: 2002
No misconduct found
Licensed in Nebraska for 25 years
State: Nebraska
Acquired: 2001
No misconduct found
Location
Schormann Law Firm, LLC
One Mid Rivers Mall Drive, Suite 256, Saint Peters, MO, 63376
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Carrie S. Schormann's Reviews
Avvo Review Score
2 Client Reviews
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Practice Areas
What Clients Mention
Showing 1 - 2 of 2 reviews | Practice Area Knowledge
Posted by Lonnie | July 28, 2017 | Hired Attorney | Estate Planning
Very thorough
Carrie took the time to explain all the options available to us while developing our estate plan including trust and wills. She made feel very good that we were doing what was best for our family.
Posted by Christine | July 17, 2017 | Hired Attorney | Estate Planning
Excellent attorney
I have worked with Carrie for several years and have found her to be excellent. She prepared my personal estate plan, helped my family with different legal matters, and I've even referred multiple clients to her for their estate plans. She is extremely intelligent and very understanding. I wouldn'...
Carrie S. Schormann's Lawyer Endorsements
"Carrie is a kind and thoughtful attorney. As a fellow estate planning attorney I have reached out to her on occasion to brainstorm and ask questions when I find myself wrestling with an issue. She is always happy to lend a hand and her input has been invaluable for me and my clients. I endorse this lawyer."
"It is rare that you come across standout talent like Carrie. I have personally known Carrie for over 16 years and had the pleasure of working alongside of her for a short period of time as well. Carrie is efficient, detail oriented, and has an amazing knack for thinking of solutions for her clients that are outside of the normal box of options. Any client would be lucky to have Carrie as their estate planning attorney."
Scott Welch
Business lawyer
Christie Schmuke
Estate planning lawyer
Experience
Honors
2023
AV Preeminent Rating, Martindale-Hubbell®
2022
AV Preeminent Rating, Martindale-Hubbell®
2022
2022 Missouri Super Lawyers List, Super Lawyers
2021
2021 Missouri Super Lawyers List, SuperLawyers
2021
AV Preeminent Rating, Martindale-Hubbell®
2020
AV Preeminent Rating, Martindale-Hubbell®
2020
2020 Missouri Super Lawyes List, SuperLawyers
2019
AV Preeminent Rating, Martindale-Hubbell®
2019
2019 Missouri Super Lawyers List, SuperLawyers
2018
AV Preeminent Rated, Martindale-Hubbell
2018
2018 Missouri Super Lawyers List, SuperLawyers
2017
AV Preeminent Rated, Martindale-Hubbell
2017
2017 Missouri Super Lawyers List, Super Lawyers
2016
AV, Martindale-Hubbell
2016
2016 Missouri Super Lawyers List, Super Lawyers
2015
AV, Martindale-Hubbell
Work Experience
2016 - Present
Attorney, Schormann Law Firm, LLC
2007 - 2016
Of Counsel, Stinson Leonard Street LLP
2003 - 2007
Associate, Bryan Cave LLP
2001 - 2003
Associate, Fraser Stryker Meusey Olson Boyer & Bloch
Associations
2017 - Present
SafePacksBoard Member
2008 - Present
Bar Association of Metropolitan St. Louis -- Probate & Trust Steering CommitteeMember
2007 - Present
Estate Planning Council of St. LouisMember
2003 - Present
Bar Association of Metropolitan St. LouisMember
2015 - 2016
Prairie View Elementary School Parent Teacher OrganizationFall Fundraising Chair
2014 - 2016
Prairie View Elementary School Parent Teacher OrganizationMember
2012 - 2013
Bar Association of Metropolitan St. Louis -- Probate & Trust Steering CommitteeChairperson
2011 - 2012
Bar Association of Metropolitan St. Louis -- Probate & Trust Steering CommitteeVice Chair
2010 - 2011
Bar Association of Metropolitan St. Louis -- Probate & Trust Steering CommitteeSecretary
Education
2000
University of Missouri-Columbia School of Law
JD - Juris Doctor
2000
University of Missouri-Columbia, College of Business
MAcc
1997
University of Missouri, Columbia
BSBA
1997
University of Missouri, Columbia
BSBAcc
Speaking Engagements
2021
No Contest Clauses -- a Seminar Opportunity
No Contest Clauses – Planning with and Litigating (For or Against) the Clause
2020
The Critical Role of Testamentary Trusts in the Estate Plan
The Uses of Trusts in an Estate Plan
2017
In-house Seminar
Discretionary Distribution Standards
2016
Lunch 'n Learn
Discretionary Distribution Standards
2016
Forward Together: MCCA Annual Convention
Charitable Giving: Encouraging Lasting Legacies from Alumni
2016
Estate Planning Annual Institute
Directed Trusts: Who's the Boss?
2016
Estate Planning
Advanced Topics in Estate Planning
2016
ABCs of Estate Planning
Planning with Irrevocable Trusts
2015
Stinson Leonard Street LLP Estate Planning & Fiduciary Litigation Seminar
Wicked Stepmothers or Evil Stepchildren? Challenges in Estate Planning for Blended Families
2014
Stinson Leonard Street LLP Estate Planning & Fiduciary Litigation Seminar
Designing and Administering Discretionary Trusts
2011
ABCs of Estate Planning
Essential Estate Planning
2008
Estate Planning Seminar
Drafting the Essential Components of a Living Trust
2008
Estate Planning Seminar
Successful Fiduciary Appointments
Publications
2015
The St. Louis Bar Journal
Navigating the Murky Waters of Discretionary Distribution Standards
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
What does Entry of Appearance mean?
06 Feb 2018
Q&A
Old will vs. new will - which one is valid?
04 Jan 2017
Q&A
Can a beneficiary of trust be forced to pay back monies that were disbursed incorrectly?
24 Oct 2016
Legal Guides
Legal Guide
Do I have to tell my family about my estate plan?
16 Sep 2016
Legal Guide
Important Questions to Ask Your Estate Planning Attorney
29 Aug 2016
Legal Guide
Estate Planning for Your College Bound Children
16 Aug 2016