The firm’s lawyers provide advice, representation, planning and implementation on a myriad of trust and estate planning matters. Our lawyers advise on wealth transfers through wills, gifts, trusts and business restructuring; represent fiduciaries in connection with their duties; and draft and implement estate planning documents such as wills, trusts, acts of donation, powers of attorney, health care powers of attorneys, living wills and stock transfers. The firm assists clients with successions, ancillary successions, transfer or probate and nonprobate assets, and related matters at the federal and state levels, and issues advice and planning in connection with current or anticipated physical or mental disabilities.
The firm represents clients in estate and gift tax audit controversies before the Internal Revenue Service and the Louisiana Department of Revenue and handles dispute resolutions between heirs and legatees. One of our lawyers is currently a Board Certified Estate Planning and Administration Specialist (1996 to present) under the Louisiana Board of Legal Specialization.
The attorneys in our Estate Planning and Administration practice group assist clients with the ground-up development of estate plans as well as the modification of existing plans. We utilize all available estate planning tools to achieve our clients’ estate planning goals, from mitigating tax liability and the costs of probate to planning for incapacity and ensuring continued access to government benefits for children with special needs.
Our clients include business owners and executives, professionals, real estate investors, and other high-net-worth individuals. We utilize wills, revocable and irrevocable trusts, advance directives, powers of attorney, legal entities, private foundations, and other estate planning tools to help our clients develop comprehensive plans that address:
- General Estate Planning
- Taxation and Finance
- Wealth Transfers
- Planning for Children with Disabilities
- Elder Care Planning
- Tutorships and Interdictions
Our attorneys have extensive experience in probate and trust administration. We assist all parties involved with all aspects of the process, from the appointment and replacement of personal representatives to the management of trust assets over periods of years or decades. Our services include:
Probate and Trust Administration
We offer skilled legal representation for all interested parties during the probate and trust administration processes. This includes representing family members as well as financial institutions and other corporate entities that have been named as personal representatives, trustees and beneficiaries.
Personal representatives and trustees are subject to strict fiduciary duties, and failure to adhere to these duties can lead to personal liability. Our attorneys advise fiduciaries regarding their legal obligations and help them make informed decisions that duly serve the interests of the estate and its beneficiaries.
Dispute Resolution Involving Heirs and Legatees
Disputes between heirs, beneficiaries and other legatees are common during probate and trust administration. Particularly when these disputes are among family members, it is often in everyone’s best interests to find an amicable resolution. Our estate administration attorneys have extensive experience handling these types of disputes and striving to protect our clients’ interests by the most-efficient and least-contentious means possible.