Harvard Muhm is a member in the St. Louis office. Harvard’s practice is focused on wealth and estate planning, assisting clients and families with managing and structuring their wealth for preservation and functionality. His knowledge of the law and substantial experience with a wide variety of investment strategies enable Harvard to bring his clients’ advisors […]
Lisa M. Adams is a member in the St. Louis office. Lisa’s practice focuses on wealth and estate planning, trust and probate administration, transfer tax planning, business succession planning, and charitable giving and private foundation governance. Lisa helps clients and their families understand the complexities of estate planning and wealth preservation. She listens to their […]
Heidi Ottsen is an attorney in the St. Louis office and has practiced in the Trusts and Estates area for over 30 years. She represents clients in a wide range of estate planning techniques, including sophisticated techniques such as insurance trusts, joint spousal trusts, and spousal limited access trusts or SLATs. Heidi works to anticipate […]
Zachary (Zach) Winter is an associate attorney in the St. Louis office who represents clients in a wide range of tax, estate planning, real estate, and corporate matters, including business entity formation, mergers and acquisitions, and corporate governance. Prior to joining the firm, Zach worked as a tax associate at a “Big Four” professional services […]
Patrick (Pat) Archer is an associate attorney in our St. Louis office and advises clients in a wide range of matters relating to contract negotiations, business entity formation, corporate finance, estate planning, and commercial real estate. Pat brings extensive problem solving and technical experience to the table. Prior to joining the firm, he lived in […]
Richard B. Rothman is a founding Member of the firm and has been a Member of the firm since its formation in 2000. Richard’s practice focuses on the areas of business law, mergers and acquisitions, securities compliance, real estate and estate and tax planning. Richard has lectured in the past regarding various tax and estate planning matters for the Missouri Bar Association, Missouri Society of Certified Public Accountants, and the Bar Association of Metropolitan St. Louis. He is also a past chairman of the Probate and Trust Section, of the Bar Association of Metropolitan St. Louis. Richard has served as a Patent Agent for the Office of Naval Research in Washington, D.C., and as a Patent Examiner in the United States Patent Office. From approximately 1985 through 1995, Richard was a principal owner and executive in several companies successfully involved in real estate investment and development and manufacturing of finished goods for sale at retail throughout the United States.
Bridget Nave is a member in the St. Louis office who represents individuals in a wide range of estate planning techniques. She also represents business entities and individuals in taxation and general corporate matters. Bridget’s estate planning practice includes sophisticated estate planning techniques such as grantor retained annuity trusts, insurance trusts, intentionally defective grantor trusts, asset protection planning and joint spousal trusts. Bridget’s taxation practice includes representation of individuals and entities before the Internal Revenue Service as well as tax-exempt entity formation and classification, and tax planning in business and individual transactions. Bridget’s practice also includes general corporate representation, handling day-to-day legal matters for business clients, such as negotiating and drafting agreements, entity formation matters, and corporate governance issues.
Prior to joining the firm in June 2007, Bridget spent over 5 years as an estate planning and taxation lawyer with a large Clayton law firm after obtaining her LLM in taxation from Washington University School of Law.
Bridget is active in charitable and religious activities in the St. Louis area, including Sts. Joachim and Ann Catholic Church and School.
Robert Brandt’s practice focuses in the areas of business law, mergers and acquisitions, private securities offerings, commercial practice, technology licensing, banking and finance, real estate, franchising and employment. Rob serves as outside general counsel for several mid-size, privately held businesses and outside corporate counsel to several public companies, in industries such as manufacturing, technology, real estate development, construction, medical supply distribution, equipment leasing, pharmaceuticals, software development, internet marketing, health and dental care, insurance, physician practice groups, banking and mortgage lending.
Prior to becoming an attorney, Rob held various positions within the business management and finance organizations at The Boeing Company over a ten year period. He was a member of the St. Louis University Public Law Review and an Articles Editor.
Rob counsels corporate clients that are in all phases of the business life cycle: from start-up companies to mature companies to companies that are in the process of winding up and liquidating their assets. Rob has extensive experience in: entity selection, structuring and formation of businesses, mergers and acquisitions, private securities offerings, corporate restructurings, private equity and debt financing, business succession planning, franchising, commercial practice, international compliance coordination, intellectual property licensing, real estate development, sale and leaseback transactions, employment and dispute resolution.
Rob is the recipient of Academic Excellence Awards in Corporations and Business Entities, Secured Transactions and Consumer Lending. Rob is a Member of the Leadership Counsel for The Donald Danforth Plant & Science Center and a youth soccer coach.