Because of my background as a Louisiana attorney*, I am in an especially good position to give you tax advice on your estate planning issues. As a lawyer in Louisiana*, I have had many years of experience in the following:
- Will advice, preparation, and litigation
- Trust advice, preparation, and litigation
- Life insurance trusts
- Special needs trusts
- Marital and unified credit trust planning
- Estate tax returns
- Fiduciary income tax returns
This experience makes me well-equipped as a CPA* to assist my clients. I can help you in just about any capacity you wish, short of preparing the documents of course. I do have attorneys I work with who can prepare those documents – but I can be there every step of the way to coordinate the process and make sure it gets done and in a manner that minimizes estate taxes.
Don’t take a chance – call for your initial consultation today!