Trust and Estate PlanningSimon, Peragine, Smith & Redfearn, LLP 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;
  • Drafting and implementation of estate planning documents such as wills, trusts, acts of donation, powers of attorney, and health care powers of attorney, living wills, and stock transfers;
  • Dispute resolutions between heirs and legatees;
  • Estate and gift tax audit controversies before the Internal Revenue Service and Louisiana Department of Revenue; and
  • Advice and planning in connection with current or anticipated physical or mental disabilities.

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