Firm News

Adams Accepted into the Heart of America Fellows Institute

The law firm of Capes Sokol is pleased to announce that Lisa M. Adams, Capes Sokol Shareholder, has been accepted into the inaugural class of the Heart of America Fellows Institute of the American College of Trust and Estate Counsel (ACTEC).

Lisa M. Adams

Lisa M. Adams is an experienced attorney that implements sophisticated estate and gift tax planning techniques.   A trusted advisor to her clients, she concentrates her practice in estate and wealth planning, trust administration, closely-held business succession, and taxation.

Well known for the time and effort she invests in her clients, Lisa’s practice ranges from traditional estate planning to constructing, designing, and implementing complex intergenerational, international structures designed to achieve income and transfer tax savings.

Lisa earned her Master of Laws in Taxation from Boston University in 2000, her Juris Doctor from the University of Missouri School of Law in 1999 and her Bachelor’s Degree in English from the University of Missouri-Columbia in 1996. She is admitted to the Kansas, Massachusetts and Missouri Bars.

For additional information about Lisa M. Adams, please visit her profile.

Heart of America Fellows Institute

The Heart of America Fellows Institute was created by ACTEC Fellows to develop the profession’s future leaders in trust and estate law through a series of in-depth educational presentations led by outstanding subject matter experts in each field from across the U.S. The institute includes six sessions for lawyers who were nominated by an ACTEC Fellow and selected through a competitive application process. For more information, please visit: Heart of America Fellows Institute

American College of Trust and Estate Counsel

The American College of Trust and Estate Counsel is a national organization of lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors. For more information, please visit: American College of Trust and Estate Counsel

About Capes Sokol

At Capes Sokol, we strive to find the best solutions to our client's legal problems and to turn even complex challenges into opportunities. That’s why each member of our St. Louis-based team is committed to looking at every issue from multiple angles. We bring teamwork and collaboration across disciplines. We take the time to listen and understand our clients' industries, problems and challenges. And then we apply deep legal knowledge, experience and creativity all leading to strategies and execution that just make sense.

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