Skip to main content
Find a Lawyer

Enter legal issue and location

Carrie S. Schormann - Saint Peters, MO

One Mid Rivers Mall DriveSuite 256 Saint Peters, MO 63376

Super Lawyers®

1

Updated: 01/21/2024

Saint Peters Estate Planning Lawyer

Overview

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 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.

Representative Experience

Estate Planning

Carrie will assist you in developing and achieving your estate planning objectives while minimizing estate, gift and income taxes and potential family conflicts. From implementing creditor protection planning to creating a comprehensive estate plan for multiple generations of your family, Carrie can assist you in structuring an estate plan that incorporates your goals and objectives. Carrie listens to her clients to craft unique resolutions to complex estate planning issues.

Carrie has significant experience in assisting clients in implementing lifetime gifting strategies to transfer significant wealth to the next generation, including the transition of family business assets.

Antenuptial agreements and postnuptial agreements can be an important part of an individual's estate plan. Carrie routinely assists in negotiating and drafting these agreements for her clients.

Estate and Trust Administration

The loss of a loved one is a difficult time for many people. Carrie is experienced in assisting families in all states of estate and trust administration to enable clients to navigate the complex process of collecting and distributing assets after death. Carrie will assist you in completing the administration process quickly and efficiently. Carrie has extensive experience working with surviving spouses learning to manage their wealth for the first time.

Estate and Trust Litigation

Carrie works directly with individual and corporate fiduciaries to resolve disputes involving the fiduciary's administration of estate and trust assets and the interpretation of provisions of estate planning documents. Carrie also works with beneficiaries to resolve family disputes involving estate and trust assets.

Carrie advises clients on the proper procedure to reform trusts to better meet the needs of the beneficiaries and the goals of the grantor, and she assists clients through any court proceeding necessary to obtain approval of reformation.

About Carrie S. Schormann

Current Employment Position(s)

  • Attorney

Practice Areas

  • Estate Planning
  • Estate and Trust Administration
  • Estate and Trust Litigation

Qualifications

Bar Admissions

  • Missouri, 2002
  • Nebraska, 2001

Other Affiliations

  • Bar Association of Metropolitan St. Louis, 2012 - 2013 (Probate and Trust Steering Committee Chairman)
  • Bar Association of Metropolitan St. Louis, 2011 - 2012 (Vice-Chairman)
  • Bar Association of Metropolitan St. Louis, 2010 - 2011 (Secretary)
  • Estate Planning Council of St. Louis
  • Missouri Bar Association

Education

  • University of Missouri School of Law (Columbia), Columbia, Missouri, 2000
    J.D.
    Major: Tax Planning
  • University of Missouri - Columbia, 2000
    MAcc
    Major: Tax Accounting
  • University of Missouri - Columbia, 1997
    BSAcc
    Major: Accounting
  • University of Missouri - Columbia, 1997
    BSBA
    Major: Finance

Office Information

Address

One Mid Rivers Mall DriveSuite 256 Saint Peters, MO 63376

Fax

  • 636-284-2465

Achievements

Other Sources of Feedback About Carrie S. Schormann

Included on the 2023 Missouri and Kansas list


Past Lists

  • 2022 Missouri and Kansas Super Lawyers list
  • 2021 Missouri and Kansas Super Lawyers list
  • 2020 Missouri and Kansas Super Lawyers list
  • 2019 Missouri and Kansas Super Lawyers list
  • 2018 Missouri and Kansas Super Lawyers list
  • 2017 Missouri and Kansas Super Lawyers list
  • 2016 Missouri and Kansas Super Lawyers list

View the profile for Carrie S. Schormann on Super Lawyers

Honors

  • Rated one of the Top Rated - AV® Preeminent™ Lawyers by Martindale-Hubbell
  • Selected to the Missouri Super Lawyers List, 2016 - 2018

When viewing a listing, consider the state advertising restrictions to which lawyers and law firms must adhere, as well as our FindLaw.com Legal Directory disclaimer. Some lawyers publish comparative information regarding the services that they provide which may be subject to specific comparative communications restrictions.

Write Your Review

Fields marked with an * are required

1. Rating

Overall rating

How would you rate your overall experience with this lawyer?

Use the up and down arrows to increase or decrease the rating

Please Rate
Optional ratings
Value
Please Rate
Quality Of Service
Please Rate
Professional Competence
Please Rate

2. Review

Please share your opinion of working with this attorney. Do not reveal personal information or details about your case. All submitted reviews are shared with the attorney prior to publishing.

Your feedback must be at least 50 characters.Your review must be at least 50 characters
I would recommend this attorney to friends and family:

3. Verification

Keep my name anonymous from public view:
Customer Type
Please choose one

Unable to send request

By submitting this form you agree to receive email communications from FindLaw related to the management of your review.

Privacy Statement Contact Lawyer FAQ

Map Location

Google Map

How do I choose a lawyer?

Consider the following:

Comfort Level
- Are you comfortable telling the lawyer personal information? Does the lawyer seem interested in solving your problem?

Credentials
- How long has the lawyer been in practice? Has the lawyer worked on other cases similar to yours?

Cost
- How are the lawyer's fees structured - hourly or flat fee? Can the lawyer estimate the cost of your case?

City
- Is the lawyer's office conveniently located?

Not sure what questions to ask a lawyer?

Here are a few to get you started:

  • How long have you been in practice?
  • How many cases like mine have you handled?
  • How often do you settle cases out of court?
  • What are your fees and costs?
  • What are the next steps?

Want to check lawyer discipline?

It is always a good idea to research your lawyer prior to hiring. Every state has a disciplinary organization that monitors attorneys, their licenses, and consumer complaints. By researching lawyer discipline you can:

  • Ensure the attorney is currently licensed to practice in your state
  • Gain an understanding of his or her historical disciplinary record, if any.
  • Determine the seriousness of complaints/issues which could range from late bar fees to more serious issues requiring disciplinary action.

Find a Lawyer

More Options