New Orleans Estate Planning Lawyer, Louisiana


Includes: Gift Taxation

Sharon D. Williams Lawyer

Sharon D. Williams

VERIFIED
Divorce & Family Law, Family Law, Wills & Probate, Child Custody, Estate Planning

Resourceful and fierce advocate for client but capable of negotiating non-litigation solutions. Ability to see the big picture in order to bring t... (more)

Stanley McDermott

Wills & Probate, Corporate, Estate Planning, Real Estate
Status:  In Good Standing           

M Lapuyade Piglia

Employment, Estate Planning, Family Law, Labor Law
Status:  In Good Standing           

Daniel L. Dysart

Estate Planning, Family Law, Insurance, Personal Injury
Status:  In Good Standing           
Speak with Lawyer.com

Edmund T. Wegener

Child Support, Farms, Divorce, Estate Planning
Status:  In Good Standing           

Mark S. Stein

Estate Planning, Merger & Acquisition, Corporate, Business Organization
Status:  In Good Standing           Licensed:  46 Years

Morris B. Phillips

Wills, Wills & Probate, Estate Planning, Business Successions
Status:  In Good Standing           Licensed:  70 Years

Lloyd N Frischhertz

Estate Planning, Labor Law, Products Liability, Personal Injury

FREE CONSULTATION 

CONTACT

Jaye Andras Calhoun

International, Gift Taxation, Business & Trade, Business
Status:  In Good Standing           Licensed:  30 Years

Paul M Haygood

Corporate, Securities, Estate Planning, Estate
Status:  In Good Standing           

Free Help: Use This Form or Call 800-620-0900

Member Representative

Call me for fastest results!
800-620-0900

Free Help: Use This Form or Call 800-620-0900

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Email, Phone, Text Messages, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.


Free Help: Use This Form or Call 800-943-8690

Member Representative

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Email, Phone, Text Messages, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

Display Sponsorship

TIPS

Easily find New Orleans Estate Planning Lawyers and New Orleans Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)
The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)
A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)
A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)
An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)
A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)
A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

SAMPLE LEGAL CASES

Wild v. STATE, DEPT. OF HEALTH AND HOSPS.

... an Administrative Law Judge (ALJ), who eventually affirmed LDHH's denial of Mrs. Wild's request for LTC Medicaid eligibility, essentially rejecting Mrs. Wild's rebuttal claim that Mr. Wild died unexpectedly, shortly after he had established the trust for estate planning purposes. ...

Wild v. State

... an Administrative Law Judge (ALJ), who eventually affirmed LDHH's denial of Mrs. Wild's request for LTC Medicaid eligibility, essentially rejecting Mrs. Wild's rebuttal claim that Mr. Wild died unexpectedly, shortly after he had established the trust for estate planning purposes. ...

BOAT v. Haik

... In 2001, Gladys Boyt (Gladys) responded to an advertisement run by Vermillion, through ALMS, in her local newspaper for an estate planning seminar. Upon attendance at the seminar, Gladys signed up for Vermillion's estate planning services. ...