Carrie S. Schormann

Carrie S. Schormann is an experienced estate planning lawyer at Schormann Law Firm, LLC, serving individuals and families across Missouri. She focuses on estate planning, estate and trust administration, and estate and trust litigation. Her work is centered on protecting wealth, reducing legal risk, and helping clients create clear plans for the future. Carrie works closely with families to guide them through complex legal decisions while keeping their long-term goals in focus.

Carrie earned her J.D. in 2000 from the University of Missouri-Columbia School of Law, where she focused on tax planning. She also completed an MAcc in Tax Accounting in 2000 from the University of Missouri – Columbia. Her academic background includes a BSAcc in Accounting and a BSBA in Finance, both earned in 1997 from the University of Missouri – Columbia. This strong education gives her deep knowledge of tax law, finance, and estate strategy.

Carrie has a glorious legal career, including extensive experience in both basic and advanced estate planning. She helps clients create wills, trusts, and multi-generation estate plans designed to limit estate, gift, and income taxes. She also assists with business entity formation, private foundations, and charitable trusts. Her tax background enables her to prepare estate, gift, and fiduciary tax returns accurately and carefully.

Carrie supports families during difficult times after the loss of a loved one in estate and trust administration. She represents personal representatives and trustees, helping them manage assets, meet legal duties, and complete the process efficiently. She also works with surviving spouses who are learning to manage wealth for the first time.

Carrie S. Schormann is highly experienced in estate and trust litigation. She represents fiduciaries and beneficiaries in disputes involving trust administration and document interpretation. She also advises on trust reform and handles court proceedings when necessary. Her professional leadership and recognition, including Super Lawyers honors, reflect her trusted role in estate law.

Law Office Affiliations

• Partner, Schormann Law Firm, LLC
• Member, Missouri Bar Association
• Member, Estate Planning Council of St. Louis
• Vice-Chairman, Bar Association of Metropolitan St. Louis (2011-2012)

Licensed State

• Missouri
• Nebraska

Education

• University of Missouri-Columbia School of Law
  Juris Doctor (JD)
• University of Missouri – Columbia
  Master of Accountancy (MAcc)
• University of Missouri – Columbia
  Bachelor of Science in Accounting (BSAcc)
• University of Missouri – Columbia
  Bachelor of Science in Business Administration. (BSBA)

Awards & Badges