Firm News

The law firm of Capes Sokol announced today the creation of a Trusts and Estates practice group with the hiring of Harvard W. Muhm and Lisa M. Adams.

Harvard W. Muhm and Lisa M. Adams join Capes Sokol from Muhm & Reilly, a boutique private wealth planning law firm Harvard founded in 2005.  Harvard, who has more than two decades of experience working with high-net-worth clients, will lead the new Trusts and Estates practice group.

“I am proud to welcome Harvard and Lisa to the firm,” said Jeffrey A. Cohen, Managing Shareholder of Capes Sokol. “They bring a dynamic skill set to our new Trusts and Estates practice group. Their extensive experience with estate planning will significantly augment the firm’s ability to serve our clients’ needs.”

The establishment of the Trusts and Estates practice group at Capes Sokol follows a years-long strategy of calculated growth focused on practice areas that collaborate with each other. The group will advise clients regarding estate planning and taxation.  Projects will range from relatively simple planning to complex intergenerational, international structures designed to achieve income and transfer tax savings.

“Capes Sokol brings our clients a much greater depth of expertise,” said Harvard W. Muhm.  “Our practices are complementary, and the capabilities of Capes Sokol will benefit all of our clients enormously.  We are very attracted to the firm’s collaborative approach to service – we are ‘all in’ for all our clients.  And while the practice areas of the attorneys in this firm will expand our competencies, we will still be able to provide practical and economical results with excellent service.”

Harvard earned his Master of Laws in Taxation from Washington University School of Law in 1995, his Juris Doctor from the University of Missouri School Of Law in 1994 and his Bachelor’s Degree in Political Science from Trinity University in 1991. Harvard is admitted to the Missouri Bar and is licensed to practice in the U.S. Tax Court. He is a member of the American Bar Association, the Missouri Bar Association and the Bar Association of Metropolitan St. Louis.

Harvard has been listed in Best Lawyers® in the Trusts and Estates Practice category since 2011. In addition to his active practice, Harvard served on the Board of Directors of Big Brothers Big Sisters of Eastern Missouri and the Board of Directors of Craft Alliance, on which he served in an executive capacity from 2003-2006.

Lisa also comes from an estate planning background as a principal with Muhm & Reilly and began her career working in real estate and corporate law. 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.