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Dennis Elfert
About | Practice Areas
The Law Office of Dennis J. Elfert, APLC
522 Roussell St Houma, LA 70360» view map
Estate Law
Over 25 Years Of Experience

Dennis Elfert is a practicing lawyer in the state of Louisiana who handles Social Security, Estate, Real Estate, and Accident and Injury matters.

985-655-3333
1. Dennis Elfert Houma, LA
  Attorney at Law- LA
  Loyola Law School, J.D.
2. AboutThe Law Office of Dennis J. Elfert, APLC
  Over 25 Years Of Experience
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Carmen Claire Liriano

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Car Accident, Estate Planning

Born and raised in Metairie, Louisiana, Carmen Liriano always knew she wanted to help the people in her community. She graduated from Louisiana State ... (more)

FREE CONSULTATION

CONTACT

504-459-9775

3350 Ridgelake Dr, Metairie, LA 70002

John E. Sirois

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing

CONTACT

220 Progressive Dr, Houma, LA 70360

Timothy Shawn Marcel

Electronic Commerce, Personal Injury, Family Law, Estate Planning

Status: In Good Standing Licensed: 28 Years

CONTACT

732 Paul Maillard Rd, Luling, LA 70070

Jason Adam Bonaventure

Administrative Law, Mediation, Estate Planning, Construction

Status: In Good Standing

CONTACT

12352 Highway 44, Gonzales, LA 70737

John Hanlon Thomas

Commercial Real Estate, Estate Planning, Elder Law

Status: In Good Standing Licensed: 17 Years

CONTACT

3329 Florida Ave, Kenner, LA 70065

Eric Joseph Derbes

Litigation, Gift Taxation, Business & Trade, Bankruptcy

Status: In Good Standing

CONTACT

3027 Ridgelake Dr, Metairie, LA 70002

Sandra S. Salley

Litigation, Wills & Probate, Estate Planning, Family Law

Status: In Good Standing Licensed: 37 Years

CONTACT

3445 N Causeway Blvd, Metairie, LA 70002

Erin O'Brien Braud

Real Estate, Estate Planning, Business & Trade

Status: In Good Standing Licensed: 19 Years

CONTACT

3900 N Causeway Blvd, Metairie, LA 70002

R. Scott Buhrer

Estate Planning, Divorce, Wills & Probate, Elder Law

Status: In Good Standing

CONTACT

3017 21st Street, Metairie, LA 70002

800-923-0641

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LEGAL TERMS

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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

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. ...

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Schriever Estate Planning Lawyer, Louisiana

Sponsored Law Firm

The Law Office of Dennis J. Elfert, APLC

SPONSORED LAWYERS

Carmen Claire Liriano

John E. Sirois

Timothy Shawn Marcel

Jason Adam Bonaventure

John Hanlon Thomas

Eric Joseph Derbes

Sandra S. Salley

Erin O'Brien Braud

R. Scott Buhrer

TIPS

LEGAL TERMS

PER CAPITA

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

GRANTOR RETAINED INCOME TRUST

CONSERVATOR

AB TRUST

ABSTRACT OF TRUST

DISCHARGE (OF PROBATE ADMINISTRATOR)

TRUST MERGER

TRUSTEE POWERS

SAMPLE LEGAL CASES

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

Wild v. State

BOAT v. Haik

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