Heidi M. Ottsen

Counsel

  • P: 314.754.4808
  • F: 314.754.4809
  • E: ottsen@capessokol.com

Practice Groups

  • Private Client Services

Areas of Concentration

  • Asset Protection Strategies
  • Charitable Giving
  • Estate and Trust Administration
  • Fiduciary Advice
  • Probate Avoidance Strategies
  • Special Needs Planning
  • Transfer Tax Planning
  • Wealth Counseling

Experience at Work

Heidi serves as personal counsel to her clients, and her practice extends to all aspects of sophisticated planning, wealth preservation, and charitable giving. She works to anticipate the future needs of her clients and feels strongly that “a good attorney will go beyond what is asked.” Her meticulous organization and attention to detail enables her to make sure there are “no loose ends” and that a client’s total estate is considered and supported.

Education

Educational Background

  • LL.M., Taxation, Washington University Law School (1997)
  • J.D., Washington University Law School (1993)
  • B.A., Economics, DePauw University (1988)


Admissions & Qualifications

Bar & Court Admissions

  • Missouri


Leadership & Community Engagement

Professional Organizations

  • Bar Association of Metropolitan St. Louis

Civic & Charitable

  • Westminster Christian Academy