BCLP’s St. Louis office hosted its second annual Trust and Estates Symposium on Aug. 29. Speakers included St. Louis Partners Doug Stanley, Kathleen Sherby and Chris Blaesing, Associate Andrew Bleyer and Kansas City Partner Shannon Barks. Topics covered trust modifications, general powers of appointments, income tax basis considerations, the latest developments regarding no-contest clauses, and releases and indemnifications. The presentations were followed by a panel discussion.
Stanley is the co-leader of the firm’s Fiduciary Litigation Team, with a practice dedicated to fiduciary conflict resolution and tax controversy work, including representation of clients in trust and estate administration disputes in local courts, during IRS audits and in the U.S. Tax Court. He is a fellow of the American College of Trust and Estate Counsel (ACTEC), a member of the Fiduciary Litigation Committee of ACTEC and an adjunct professor in tax at the Washington University School of Law.
Sherby is a member of the firm’s Fiduciary Litigation team and is also a Fellow of the American College of Trust and Estate Counsel and a member of ACTEC’s Fiduciary Litigation Committee. Sherby has represented both trustees and beneficiaries on a wide variety of fiduciary issues and has advised trustees over the years as to their fiduciary duties. As a member of the Fiduciary Litigation team, she regularly represents trustees and beneficiaries in court controversies involving a variety of issues relating to the administration of trusts and estates. In addition, Sherby has represented the taxpayer in estate and gift tax audits in U.S. District Court, the U.S. Tax Court and in the Missouri Supreme Court.
Blaesing’s practices focuses on banking, real estate and fiduciary litigation, primarily in the St. Louis area and the Southern Illinois region. This focus encompasses collection actions, foreclosure suits, easement disputes, landlord-tenants cases, defense of lender liability claims, subdivision/homeowners association lawsuits, probate matters, disputes involving trusts, trustees and beneficiaries, and a host of other banking, real estate and fiduciary litigation matters.
Barks regularly represents clients in planning for wealth preservation and preparation of estate planning documents, sophisticated tax reduction strategies, administration of complex estates and trusts, charitable planning, creation and establishment of tax exempt organizations and private foundations, business succession planning and tax planning for owners of closely held businesses, income tax and special needs trust planning, and premarital and postmarital agreement planning.
Bleyer’s planning practice is focused on assisting families and business owners with wealth preservation and transfer planning while navigating the complexities of the tax code. His experience and LL.M. in taxation have provided him with a wide variety of sophisticated trust, charitable and closely held business planning strategies to help clients meet their goals.