Carrie S. Schormann

Top rated estate planning & probate attorney in St. Peters, Missouri

Schormann Law Firm, LLC
Carrie S. Schormann
Schormann Law Firm, LLC

Practice Areas: Estate planning & probate; view more

Licensed in Missouri since: 2002

Education: University of Missouri School of Law (Columbia)

Selected to Super Lawyers: 2016 - 2022

Schormann Law Firm, LLC

One Mid Rivers Mall Drive
Suite 256
St. Peters, MO 63376 Visit website

Details

The founder of the Schormann Law Firm, LLC, Carrie S. Schormann brings her passion for, and experience with, probate, trusts, wills, powers of attorney and estate planning to clients in the St. Louis metropolitan area and St. Charles County. She recognizes the unique challenges that people face when planning events after their death and handles every case with sensitivity and compassion.

A member of The Missouri Bar and The Estate Planning Council of Saint Louis, Ms. Schormann has also served as secretary, vice chairman and a committee chairman for The Bar Association of Metropolitan St. Louis. She is licensed to practice in Nebraska and has practiced law in Kansas. For her adherence to legal ethics and her superior skills, Ms. Schormann has earned the highest rating possible of AV Preeminent* from Martindale-Hubbell, and has a “Superb” rating from Avvo. She is also considered a “Top Contributor” in estate planning by Avvo.

Ms. Schormann earned a Bachelor of Science from the University of Missouri and went on to receive a Master of Science from the same school. Eventually, she graduated with a Juris Doctor, with an emphasis on tax planning, from the University of Missouri School of Law. Ms. Schormann has representative experience in estate and trust administration, and estate and trust litigation. She also offers a fiduciary tax preparation service to her clients.

Working with financial advisors and accountants, Ms. Schormann’s goal is to provide a comprehensive, holistic solution for her clients when it comes to estate planning. She has worked with estate plans from the most basic to the most complex, and leaves no stone unturned when it comes to protecting financial assets.

* AV®, AV Preeminent®, Martindale-Hubbell Distinguished and Martindale-Hubbell Notable are certification marks used under license in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell® is the facilitator of a peer review rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell® Peer Review Rating™ fall into two categories – legal ability and general ethical standards.

Practice areas

Estate planning & probate

Focus areas

Estate planning, Guardianships & conservatorships, Living wills, Power of attorney, Probate & estate administration, Trusts, Wills

  • 100% Estate planning & probate

First Admitted: 2001, Nebraska

Professional Webpage: http://schormannlaw.com/lawyer/Carrie-S.-Schormann_cp17038.h...

Special Licenses/Certifications:
  • Licensed real estate broker
Bar/Professional Activity:
  • Secretary, Bar Association of Metropolitan St. Louis, 2010-2011
  • Vice-Chairman, Bar Association of Metropolitan St. Louis, 2011-2012
  • Nebraska, 2001
  • Chairman, Bar Association of Metropolitan St. Louis, Probate and Trust Steering Committee, 2012-2013
  • Missouri Bar Association
  • Missouri, 2002
  • Estate Planning Council of St. Louis, 2007
Educational Background:
  • University of Missouri -- Columbia:  BSBA in Finance and BSBAcc, 1997
  • University of Missouri, Columbia, MAcc, Tax Accounting, 2000
  • University of Missouri, Columbia, BSAcc in Accounting and BSBA in Finance, 1997
Pro bono/Community Service:
  • Prairie View Elementary School Parent Teacher Organization, Fall Fundraising Chair (2015), 2013
  • Girl Scouts of Eastern Missouri, Troop Leader:  2016-2018 Daisys; 2018-2020 Brownies; 2020-2021 Juniors
  • SafePacks is a charitable organization which provides backpacks containing clothing, diapers, toiletries, books and toys to children placed into emergency foster care in the St. Louis metropolitan area.  These "SafePacks" provide foster children with basic necessities and alleviates the cost to emergency foster parents who might otherwise have to purchase these items.  Additionally, it provides each foster child with belongings they can keep when they move into a permanent placement. 
Scholarly Lectures/Writings:
  • Author, Navigating the Murky Waters of Discretionary Distribution Standards, The St. Louis Bar Jounal, 2015
  • The presentation featured discussion on ways that no contest clauses are being used in drafting estate plans and the ways that litigators may use those clauses to change the intended results., Co-Presenter, No Contest Clauses -- Planning with and Litigating (For or Against) the Clause, Midwest Trust Company CLE, Legal, Trust Companies, Banking, 2021
  • Presentation covered the role of trusts (inter vivos and testmentary trusts) in the estate plan, planning for taxes, choosing a trustee and situs.  Second half of presentation included the use of irrevocable inter vivos trusts (such as ILITs) in an estate plan., Presenter, The Critical Role of Testamentary Trusts in the Estate Plan, HalfMoon Education, Inc., Estate Planning Attorneys, 2020
  • Lunch 'N Learn presented to Central Trust Company employees and centers of influence., Presenter, Discretionary Distribution Standards, Attorneys, Banking, 2017
  • Presenter, Irrevocable Trusts, Bar Association of Metropolitan St. Louis -- ABCs of Estate Planning, Lawyers, 2016
  • Presenter, Directed Trusts: Who's The Boss?, Bar Association of Metropolitan St. Louis -- Annual Estate Planning Institute, Lawyers, 2016
  • Presenter, Advanced Topics in Estate Planning, HalfMood Education, Inc., Attorneys, 2016
  • Presenter, Discretionary Distribution Standards, Trust Officers, 2016
  • Presenter, Charitable Giving: Encouraging Lasting Legacies from Alumni, Missouri Community College Association, 2016
Transactions:
  • Represented co-trustee seeking approval from beneficiaries of a sale to a related party., 2020
Honors/Awards:
  • Rated one of the Top Rated - AV® Preeminent™ Lawyers by Martindale-Hubbell, AV Preeminent Rated, Martindale-Hubbell, 2022
  • Rated one of the Top Rated AV Preeminent Lawyers by Martindale-Hubbell, AV Preeminent Rated, Martindale-Hubbell, 2023
  • Rated one of the Top Rated - AV® Preeminent™ Lawyers by Martindale-Hubbell, AV Preeminent Rated, Martindale-Hubbell, 2021
  • Selected to the 2016-2022 Missouri Super Lawyers list, Missouri Super Lawyers List, SuperLawyers
Representative Clients:
  • Represented trustee in matter involving decanting of irrevocable trust created at grantor's death to take into account differing needs of beneficiaries., 2020

Office location for Carrie S. Schormann

One Mid Rivers Mall Drive
Suite 256
St. Peters, MO 63376

Phone: 636-875-1999

Selections

7 Years Super Lawyers
  • Super Lawyers: 2016 - 2022

Top lists

Top 50: Women Missouri & Kansas Super Lawyers: 2022 Top 50: St. Louis Super Lawyers: 2022

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