Experienced Trust & Estates and Business lawyer focused on assisting clients in effectively achieving your goals relating to wealth, tax and business strategies as they affect you, your family and your business interests.
35+ years experience in Estate Planning, Trust & Estate Administration, Business Entities/Governance/Agreements and Intergenerational Business and Wealth Transfers
LL.M in Taxation, Washington University
Enjoys philosophical discussions, travel and time with family and long-term client friendships.
Counsel Carl Lothman joined the firm in 2013, as part of the joining of forces with Helfrey, Neiers and Jones. As a member of the Business Transactional Practice Group, Carl’s practice spans more than 35 years and focuses on helping business clients in the healthcare, construction, manufacturing and service industries, as well as assisting individuals in developing and implementing estate planning goals and strategies. For many clients, Carl functions as an “outside General Counsel,” providing insight and strategic support on an ongoing basis.
He is experienced in a wide variety of contractual matters, including employment, non-compete, service, licensing, purchases and sales, leasing, and many others. Carl works closely with clients to develop effective, cost sensitive, strategies in areas such as advanced estate planning ideas, post death trust administration and probate procedures, real estate solutions, business taxes, business and non-profit governance and compliance, employee benefits, and succession planning. Throughout his many years of practice, Carl has been able to work in many interesting areas of law.
Carl’s wealth of experience has taught him to resist jumping to conclusions, because every client’s circumstances and stage in life is different and requires a different approach to addressing their specific legal needs. By listening closely and establishing objectives, he is able to help strategize a comprehensive plan for his clients, leading to long-term success, rather than short term problem solving.
In his free time, Carl enjoys traveling with his wife to visit his grown children and to explore national parks. He can often be found working on projects around his St. Louis area home or in the garden. Carl also enjoys running to work off his passion for fine foods, as well as reading a good book.
American Bar Association, Taxation, Business Law, Real Property, Trust and Estates, Probate and Trust Law, Health Law and Construction Law Sections
Bar Association of Metropolitan St. Louis, Member of the Employee Benefits and Small Business Committees
Missouri Bar Association, Construction, Taxation, Trusts and Estates Sections
Associated General Contractors of Missouri, Member
Carl previously served as a member of the St. Louis County Bar Association Executive Committee and Legal Services of Eastern Missouri Board of Directors. He previously served as General Counsel for the St. Louis Board of Police Commissioners.
LL.M. in Taxation, Washington University School of Law
J.D., University of Missouri School of Law
B.A. in Economics, University of Missouri - Columbia
LICENSURE(S) AND ADMISSION(S)
United States District Court for the Eastern District of Missouri
United States Court of Appeals for the Eighth Circuit
United States Tax Court
Carl remains very active with his church and is involved with the deacons, mentoring programs and Sunday School. He has previously served as President and Board member for K-Life Youth Ministry.