Menu
Search

Steve Dawson

HomeSteve Dawson
carroll
Partner

Steve Dawson

Steve Dawson’s practice involves sophisticated trust and estate planning for closely held business owners, business executives, and other high net worth individuals and families. Matters range from wealth transfer planning, estate and gift tax matters, planned charitable giving, and trust modifications, to pre-marital planning, and post-death administration of trusts and estates.

Representative Matters Include:

  • Design and prepare basic estate planning documents including wills, revocable trusts, and financial and health care powers of attorney
  • Design and implement sophisticated wealth transfer techniques, including gifts to irrevocable family trusts, installment sales to grantor trusts, grantor retained annuity trusts (GRATs), irrevocable life insurance trusts (ILITs), and qualified personal residence trusts (QPRTs)
  • Work with executors, trustees, and beneficiaries regarding the funding, administration, taxation, and distribution of estates and trusts
  • Assist business owners and their families with succession plans to transfer ownership and management of closely held businesses in a tax-efficient manner
  • Help families shift business interests, real estate, and other appreciating assets to trusts for their descendants in a tax-efficient manner
  • Structure family limited partnerships and limited liability companies
  • Assist clients with planned charitable giving, including the creation of charitable trusts and the formation and qualification of private foundations
  • Prepare and review premarital agreements
  • Obtain private letter rulings from the IRS on estate, gift, and generation-skipping transfer (GST) tax matters
  • Assist trustees with judicial and non-judicial modifications of irrevocable trusts using nonjudicial settlement agreements, virtual representation agreements, trust decanting, trust mergers, and trust divisions
  • Prepare, review, and file Form 709 federal gift tax returns and Form 706 federal estate tax returns

Education

  • Saint Louis University, J.D., cum laude, 1997
  • Saint Louis University, B.S., magna cum laude, 1994

Organizations

  • Trusts & Estates Section Council, Illinois State Bar Association
  • Saint Louis University Bequest and Gift Council
  • Edwardsville (Illinois) Community Foundation, Board of Directors
  • American Bar Association – Real Property, Probate and Trust Section; Taxation
  • Missouri Bar Association
  • Illinois State Bar Association
  • Bar Association of Metropolitan St. Louis
  • Estate Planning Council of St. Louis
  • Society of Trust and Estate Practitioners (STEP), Member

Admissions

  • Illinois, 1998
  • Missouri, 1997

Awards & Honors

Speeches & Publications

OTHER ATTORNEYS

Please be advised that any response to this email does not create an attorney-client relationship and, therefore, no attorney-client privilege is attached by this communication. You should not send any confidential information to the firm until you have received a written agreement from the firm to perform legal services on your behalf. Unless you have received such a written agreement, we will not consider any correspondence you send us as confidential. Do you agree with these terms?
ACCEPT the terms or Cancel the email.

Please be advised that any response to this email does not create an attorney-client relationship and, therefore, no attorney-client privilege is attached by this communication. You should not send any confidential information to the firm until you have received a written agreement from the firm to perform legal services on your behalf. Unless you have received such a written agreement, we will not consider any correspondence you send us as confidential. Do you agree with these terms?
ACCEPT the terms or Cancel the email.

Call Now Button