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Whatever stage you are at in life, I can help devise a plan to fit your needs and goals. When the time comes to administer a legal succession, I provide focused guidance and assistance through the process.
I believe that revising your estate plan is equally as important as establishing your estate plan. I advise my clients to review and revise their estate plans any time they have experienced a major life change, such as getting married, having a baby, buying property or starting a business.
When helping entrepreneurs start a new company, I strongly recommend including a business succession plan as a part of the company's overall organization from the very beginning. Business owners are also advised to revise the company's succession plan if directors, officers or partners are added or leave. Business owners should also revise the business succession plan if the company becomes larger or more complex.
An attorney with more than 15 years of experience, I handle estate planning for individuals and families, as well as for small business owners who are interested in business succession planning and other risk management issues.
Whether you are considering estate planning for your personal assets or your business affairs or both, my law firm can assist you. Please call (504) 458-2725 or e-mail me today to schedule your consultation.
Louisiana Estate Planning and Successions
I offer a full range of legal services from the initial drafting of a will and estate plan and revising the plan—keeping your plan up to date and even managing the succession of the estate (known elsewhere as probate):
- Wills
- Living wills
- Trusts
- Powers of attorney
- Successions
- Trust administration
- Will contests and other succession litigation
Business Succession Planning for Louisiana Organizations of All Types and Sizes
For every entrepreneur and small business concern, setting up a clear business succession plan is an essential part of setting everything up to promote your organization's success. As one of the services I provide for small businesses, I advise clients on the overall planning that a proper business needs. I always apply the "Rule of 5 Ps" to my business clients' needs: "proper preparation prevents poor performance."
I help clients prepare a business succession plan to protect the stability and profitability of their company in the long term. Consider your answers to questions such as:
- Who is going to take over your company when you decide to leave?
- How can we make that transition smooth?
- If you are in a partnership and you decide to leave, how much is your partnership worth in a buy-out?
- Can you pass on your business to your children without risking ruinous inheritance taxes?
Whether you need an estate planning lawyer to help you set up a plan for your personal property, to protect a business endeavor, or to administer a succession, I can offer experienced advice and counsel. Contact me to schedule your consultation.