Ruth Brackney

Career

Ruth Brackney prepares analysis and recommendations on sophisticated estate, gift and generation-skipping transfer tax issues, including development of complex estate plans, preparation of estate planning documents, estate and gift tax returns, and administration of estates, trusts, and family limited partnerships. With over 20 years of experience, she provides lifetime financial planning involving special needs of children and spouses, financial planning related to divorce and premarital agreements, as well as business succession planning. She counsels multi-generational families on the transfer of wealth, including educating children and supervising family meetings. Ruth assists clients with charitable planning and the administration of private foundations and charitable trusts. She represents estate and trust clients in federal estate tax audits. Additionally, she forms and administers charitable entities including private foundations, charitable lead trusts and charitable remainder trusts. Ruth provides life insurance planning and planning with retirement assets, in addition to assisting with asset protection strategies such as Missouri Spendthrift Trusts.

Ruth’s prior experience includes working in the Tax & Estate Planning Practice Group at Husch & Eppenberger. She was also an auditor with the Resolution Trust Corporation - Office of Inspector General in Kansas City, Missouri.

Ruth has also passed the CPA exam.