Photo of Keith K. Grissom

Keith K. Grissom

Officer

Keith Grissom's background representing a variety of business entities and trusts is complemented by a deep understanding of new developments in tax, estate planning and related matters.

Admissions

  • Missouri
  • U.S. Tax Court

Education

LL.M., Taxation, Washington University School of Law, 2012

J.D., Suffolk University Law School, Boston, Massachusetts, 2005

B.S., Business Administration, Finance, University of Central Missouri, 2002

Profile

Keith Grissom counsels businesses and individuals on matters including estate planning and closely held business succession planning. 

Keith’s experience includes addressing income, estate, generation-skipping transfer and gift tax issues related to estate planning and trust administration. In addition, Keith  has experience in business entity formation, mergers and acquisitions, and real estate and other tax issues, including tax structuring and controversy. He has an LL.M. in taxation and counsels clients on strategies for estate tax reduction and income tax planning.  Keith has served as the co-leader of the firm's Trusts & Estates Practice Group.

Before joining the firm, he worked for several years at a St. Louis law firm and before that, as general counsel and project manager for a real estate investment and development company that also functioned as a family office. There, he was responsible for the management and administration of over 35 different corporations, pass-through entities and trusts, each of which were involved in a variety of investment holdings, and advised outside counsel and accountants on the preparation of income, estate and gift tax returns and analyzed complex tax and ownership issues. 

Professional Affiliations

  • Family Office Exchange
  • Missouri Bar Association
  • Bar Association of Metropolitan St. Louis
  • American Bar Association
  • Heart of America Fellows Institute, American College of Trust and Estate Counsel, 2021

Community/Civic Activities

  • Volunteer Lawyers and Accountants for the Arts

Honors & Awards

Honors & Awards

  • The Best Lawyers in America, Trusts and Estates, 2022-2024

News & Insights

Seminars & Speaking Engagements

  • "Asset Protection and Estate Planning Considerations for Physicians"
    Washington University Anesthesiology Residents and Clinical Fellows Programs, October 2022
  • "Immunizing Assets from Creditor Infection"
    Greensfelder's Annual Estate Planning Symposium, October 12, 2022
  • "Asset Protection and Estate Planning Considerations for Physicians"
    Washington University Anesthesiology Residents and Clinical Fellows Programs, August 2022
  • "Advanced Trust and Income Tax Planning Using Beneficiary Deemed Owner Trusts (BDOTs)"
    Red Cross Planned Giving Council Event, May 2022
  • "Asset Protection and Estate Planning Considerations for Physicians"
    Washington University Anesthesiology Clinical Fellows Program, October 2021
  • "Advanced Trust and Income Tax Planning Using Beneficiary Deemed Owner Trusts (BDOTs)"
    Bar Association of Metropolitan St. Louis, June 2021
  • "Tax Law Developments and Planning with Spousal Lifetime Access Trusts (SLATs)"
    Financial Advisor Organization, June 2021
  • "Business Succession Planning"
    Entrepreneurs’ Organization (EO) Forum, March 2021
  • "End of Year Planning Opportunities"
    Financial Advisor Organization, November 2020
  • "Advanced Income Tax Basis Planning"
    Missouri Bar Annual Estate, Trust and Elder Law Institute, November 2020
  • "Asset Protection and Estate Planning Considerations for Physicians"
    Washington University Anesthesiology Clinical Fellows Program, Fall 2020
  • "The CARES Act:  Planning for Charitable Giving" webinar
    Swedish American Museum, Chicago, Illinois, May 12, 2020
  • "Electronic Wills: Are they the future?"
    Greensfelder's 2018 Estate Planning Symposium, St. Louis, MO, November 1, 2018
  • "Powers of Appointment as Basis Planning Tools"
    Missouri Bar Annual Estate, Trust & Elder Law Institute, St. Louis, Missouri, September 7, 2018
  • "Asset Assessment: Are they Protected – Asset Protection Basics"
    2017 Greensfelder Estate Planning Symposium, November 2, 2017
  • "Income Taxation of Trusts and Planning Considerations"
    Bar Association of Metropolitan St. Louis Probate & Trust Committee's Annual Institute, April 25, 2017
  • "Grantor Trusts from Start to Finish"
    NBI Seminar, Clayton, Missouri, February 6, 2017
  • “Basis Basics and the New Basis Consistency and Reporting Regulations”
    Greensfelder Estate Planning Seminar, November 3, 2016
  • “Material Participation Rules for Trusts: Leveraging the Aragona Trust Holding to Minimize NIIT Impact - Avoiding the Passive Activity Loss Rules for Trusts Through Strategic Planning”
    Strafford Seminars, September 27, 2016
  • “The Affordable Care Act- Small Business Considerations”
    ADP Joint Client Presentation, July 1, 2015
  • "Estate and Gift Tax Planning for Business Owners" and “Legal and Tax Considerations in Selling a Business and Estate and Gift Tax Planning for Business Owners”
    National Business Institute Business Ownership Succession Planning Event, June 2015
  • “Legal Considerations and Asset Protection for Real Estate Investments”
    Real Estate Mastermind Group, February 1, 2015
  • “The Affordable Care Act — A Review of ACA Aggregation Rules and Other Issues”
    Chesterfield Chamber of Commerce-Business Over Breakfast, November 1, 2014
  • “Estate Planning Basics”
    Chesterfield Rotary, May 1, 2014
  • “Estate Planning Basics for the Sandwich Generation”
    St. Louis College of Pharmacy Sandwich Generation Workshop, February 1, 2014
  • “The Affordable Care Act, After the Delay- Now What? A Review of New Regulations and Overview of Obligations”
    July 2013

Publications

Articles & Books

Newsletters

Blog Posts

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