Helping Inform The Community With Our Publications And Presentations
At Schormann Law Firm, LLC, we offer information to our clients to help them make informed decisions about estate planning. We look forward to serving you. Email us or call us at 636.875.7653 to learn how we can help you and your family.
Publications By Carrie S. Schormann
- “Navigating the Murky Waters of Discretionary Distribution Standards,” The St. Louis Bar Journal, Fall 2015
Presentations By Carrie S. Schormann
- “No Contest Clauses – Planning with and Litigating (For or Against) the Clause; Midwest Trust Company (presented with A. Randle and H. Hall), April 2021.
- “The Critical Role of Testamentary Trusts in the Estate Plan” and “Irrevocable Trusts”; Half Moon Seminars, July 2020.
- “Discretionary Distribution Standards, Central Bank & Trust, Lunch ‘n Learn, September 2017.
- “Advanced Topics in Estate Planning,” HalfMoon Education, Inc., Estate Planning Seminar, November 2016.
- “Discretionary Distribution Standards,” Commerce Bank, Lunch ‘n Learn, November 2016.
- “Charitable Giving: Encouraging Lasting Legacies from Alumni,” Missouri Community College Association, Forward Together: MCCA Annual Convention, November 2016
- “Directed Trusts: Who’s The Boss?” Bar Association of Metropolitan St.
Louis, Annual Estate Planning Institute, St. Louis, MO, April 2016 - “Planning with Irrevocable Trusts,” Bar Association of Metropolitan St. Louis, ABCs of
Estate Planning, St. Louis, MO, January 2016 - “Wicked Stepmothers or Evil Stepchildren? Challenges in Estate Planning for Blended Families,” Stinson Leonard Street Estate Planning and Fiduciary Litigation Seminar, Denver, CO, December 2015
- “Wicked Stepmothers or Evil Stepchildren? Challenges in Estate Planning for Blended Families,” Stinson Leonard Street Estate Planning and Fiduciary Litigation Seminar, St. Louis, MO, November 2015
- “Designing and Administering Discretionary Trusts,” Stinson Leonard Street Estate Planning and Fiduciary Litigation Seminar, St. Louis, MO, 2014
- Moderator, Stinson Morrison Hecker LLP Annual Tax Seminar, St. Louis, MO, December 2013
- “Asset Protection Planning,” Enterprise Bank & Trust, St. Louis, MO, December 2011
- “Essential Estate Planning,” Bar Association of Metropolitan St. Louis,
ABCs of Estate Planning, St. Louis, MO, October 2011 - “Asset Protection Planning,” Stinson Annual Tax Seminar, November 2011
- “When are Assets Creditor Proof?” Stinson Annual Banking Seminar, September 2011
- “Advanced Estate Planning Techniques,” Stinson Annual Tax Seminar, December 2010
- “Advanced Estate Planning Techniques,” Heartland Bank, St. Louis, MO, October 2010
- “Estate Planning Basics,” Heartland Bank, St. Louis, MO, September 2010
- “Asset Protection Planning and Estate Tax Update,” Stinson Annual Tax Seminar, November 2009
- “Gifting Strategies,” Enterprise Bank & Trust, St. Louis, MO, Sept. 2009
- “Asset Protection Planning,” Enterprise Bank & Trust, St. Louis, MO, July 2009
- “Successful Fiduciary Appointments,” The Commerce Trust Company, St. Charles, MO, May 2008
- “Drafting the Essential Components of a Living Trust,” National Business Institute, St. Louis, Missouri, February 2008