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Overview

Liz focuses her practice on private wealth matters, including trust and estate planning; estate and trust administration; probate; and business succession planning.

She has helped design and implement numerous plans to minimize gift, estate and generation-skipping transfer taxes that are associated with succession planning for individuals and privately held businesses. Additionally, she develops core estate planning documents such as wills, revocable living trusts, financial powers of attorney; healthcare powers of attorney, premarital agreements, and irrevocable trusts.

Liz is a Certified Trust and Financial Advisor (CTFA) with experience working as a corporate fiduciary on a wide variety of private client issues involving estates, conservatorships, individual retirement accounts, trusts, and probate matters. She has extensive experience advising fiduciaries on administering trusts and estates to facilitate the efficient transfer of wealth, minimize risks, avoid litigation, and effectively settle disputes without court intervention. Liz also represents fiduciaries, beneficiaries and other claimants when controversies arise.


Industry

Services

Recognition

  • Martindale-Hubbell AV Preeminent Rating

Education

  • J.D., Loyola University Chicago School of Law
  • B.M., Southern Methodist University
    • cum laude
    • Music Therapy

Admissions

  • Missouri
  • U.S. District Court, District of Kansas
  • Kansas
  • U.S. District Court, Western District of Missouri

Professional Memberships and Certifications

  • ABA Institute of Certified Bankers, Certified Trust and Financial Advisor (CTFA) Designation
  • Kansas City Estate Planning Symposium, Committee Member
  • Kansas City Estate Planning Society, Former Director
  • Kansas City Metropolitan Bar Association
  • Missouri Bar Association 
Community Leadership
  • Kansas City Symphony, Planned Giving Advisory Council and Development Committee Member
  • Alzheimer’s Association, Heart of America Chapter, Walk Committee Member and Fundraiser
  • Children’s Mercy Hospitals and Clinics, Donald H. Chisholm Planned Giving Council
  • Greater Kansas City Chamber of Commerce, Centurions Alumni Association
  • United Methodist Church of the Resurrection, Former Trustee

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