Trust and Estate Planning

Simon, Peragine, Smith & Redfearn provides a full range of trust and estate planning and representation services. The firm can provide advice, representation, planning and implementation regarding the following: Wealth transfers through wills, gifts, trusts and business restructuring Operation and processing of successions, ancillary successions, transfer or probate and nonprobate assets, and related matters at the federal and state levels Representing and advising fiduciaries such as trustees, executors, tutors, custodians and curators in connection with the performance of their fiduciary duties and responsibilities Drafting and implementing estate planning documents such as trusts, wills, acts of donation, powers of attorney and health care powers of attorney, living wills, stock Dispute resolutions between heirs and legatees Estate and gift tax audit controversies before the Internal Revenue Service and Louisiana Department of Revenue Advice and planning in connection with current or anticipated physical or mental disabilities