Recently, I received a call from an attorney in Mississippi who needed some assistance with probating a will for a deceased Mississippi resident who held property in Louisiana. Probate is the term used to describe the court procedure that distributes [...]

Following a recent Living Trust and Estate Planning event in Covington, an attendee in her early 50′s asked me, “when is the right age to set up a Living Trust in Louisiana?” There is more than one right answer to [...]

Yesterday, I met with an estate settlement client in our Metairie office whose mother recently passed away, and he was set to receive a large inheritance from his mother’s estate. His greatest concern was the effect this Louisiana inheritance would [...]

Yesterday afternoon I met with an older couple from Lafourche Parish to finalize and sign their Louisiana Revocable Living Trust documents. This couple owned many parcels of real estate in the Houma/Thibodaux area, and ultimately it was a difficult task [...]

Yesterday, I met with a client in our Mandeville office to establish a Louisiana Revocable Living Trust. One of the primary concerns that came up was the client’s nervousness about naming either of her two children as the Successor Trustee [...]

Yesterday, I met with a gentleman in Metairie who was concerned about his wife’s ability to manage his estate in the event he predeceased her. She was beginning to show signs of dementia, and he was concerned about what might [...]