Estate and elder law attorney and Certified Financial Planner, John Sirois, is available to speak to your group or organization. John has given numerous presentations over the years on various estate planning, long-term care and retirement planning topics.
Available topics include:
- Estate Planning, Wills and Trusts
- Protecting Assets from Long-Term Care Expenses
- Special Needs Trusts
- Planning for Incapacity
- The Top Ten Estate Planning Mistakes in Louisiana
- Living Trusts and Avoiding Probate
- Retirement Distributions
- Investing for Retirement
- Powers of Attorney and Advanced Directives
Contact Attorney and Certified Financial Planner John Sirois at 985-580-2520, or by e-mail at to schedule a presentation for your group or organization or for more information.
Click here to order a copy of John’s book, Louisiana Retirement and Estate Planning.
Prior Speaking Engagements
Estate Planning and Drafting Trusts for IRAs
Tulane CLE
New Orleans, December 27, 2017
Top Estate Planning Techniques
Annual Exclusion Gifting and IRA Trusts
NBI, Baton Rouge, November 29, 2017
Terrebonne Bar Association Annual CLE
Common Trusts Used in Louisiana
Houma, November 11, 2017
Ultimate Guide to Wills and Trusts
Special Needs Trusts, Drafting Trusts for Medicaid Qualification
NBI, New Orleans, September 14, 2017
Special Needs Trusts
Financial Planning Association, New Orleans Chapter
New Orleans August 24, 2017
Trusts: The Ultimate Guide CLE
IRA Trusts, Medicaid Planning Trusts and Special Needs Trusts
NBI, Baton Rouge, July 12, 2017
Protecting Assets While Qualifying for Medicaid
NBI, Baton Rouge, March 27, 2017
Estate and Eldercare Planning
American Legion Post 31
Houma, February 9, 2017
Planning for Individuals with a Disability
Tulane CLE December 26, 2016
Top Estate Planning Mistakes
Terrebonne Bar Association Annual CLE
November 3, 2016
Planning for Long-Term Care
Terrebonne Parish Library, October 27, 2016
Protecting Assets While Qualifying for Medicaid
NBI, Shreveport, October 17, 2016
Advising the Elderly Client Long-Term Care and Medicaid Planning
Louisiana Hospice, Opelousas, September 20, 2016
Planning for Long-Term Care
The Claiborne, August 31, 2016
Top Estate Planning Mistakes
Louisiana Society of CPAs, New Orleans Chapter
University of New Orleans, August 25, 2016
Advising the Elderly Client Long-Term Care and Medicaid Planning
National Association of Social Workers
Southeastern University, June 28, 2016
Long-Term Care and Medicaid Planning
National Association of Social Workers, Thibodaux
The Claiborne, June 23, 2016
Planning for Persons with a Disability
National Association of Social Workers Louisiana Chapter Annual Conference
Baton Rouge, March 17, 2016
Legal and Financial Issues when Planning for Long-Term Care
National Association of Social Workers Louisiana Chapter Annual Conference
Baton Rouge, March 16, 2016
Legal and Financial Issues when Planning for Long-Term Care
National Association of Social Workers Louisiana Chapter
Terrebonne Regional Medical Center, February 19, 2016
Advising the Elderly Client Long-Term Care and Medicaid Planning
Tulane CLE By the Hour, December 29, 2015
Planning for Children with Special Needs
Terrebonne Bar Association, December 3, 2015
Advising the Elderly Client Long-Term Care and Medicaid Planning
Louisiana Society of CPAs, New Orleans Chapter November 18, 2015
Advising the Elderly Client Long-Term Care and Medicaid Planning
Loyola Family Law CLE, November 12, 2015
Estate and Long-Term Care Planning
Lafourche Parish Library, October 29, 2015
Estate and Long-Term Care Planning
Terrebonne Parish Library, October 29, 2015
Advising the Elderly Client Long-Term Care and Medicaid Planning
Financial Planning Association, New Orleans Chapter, August 27, 2015
Advising the Elderly Client Long-Term Care and Medicaid Planning
Alzheimers Workshop, National Association of Social Workers, Thibodaux, June 12, 2015
Estate Planning and Long-Term Care Bayou Board of Realtors, Houma, April 15, 2015
Special Needs Trusts Bayou Land Families Helping Families, 2015
Advising the Elderly Client: Long-Term Care and Medicaid Planning and Estate Planning Considerations for the Elderly and People with Special Needs
Terrebonne Parish Bar Association CLE, November 6, 2014
Retirement Workshop
Lafourche Parish Library, November 5, 2014
Estate Planning Workshop
Lafourche Parish Library, October 23, 2014
Long-Term Care Planning Workshop
Lockport Library, October 16, 2014
Estate and Elder Care Planning Workshop
South Lafourche Library, October 15, 2014
Long-Term Care Planning Workshop
Lafourche Parish Library, October 7, 2014
Estate and Long-Term Care Planning
Houma AARP, February 17, 2104
Retirement Distribution Planning in Louisiana, 2010
Metairie, Louisiana
Retirement Planning Update, 2009
Terrebonne Bar Association Annual CLE
Retirement Distribution Planning in Louisiana, 2009
Metairie, Louisiana
Your 401(k) Plan: What You Can’t See is Costing You Plenty, 2008
Distributions and Withdrawals
Investment Selection
Lorman CLE
Kenner, Louisiana
Retirement Distribution Planning in Louisiana, 2008
Metairie, Louisiana
Louisiana Estate and Retirement Planning, 2008
New Orleans Chapter Financial Planning Association
Fall Meeting
Your 401(k) Plan: What You Can’t See is Costing You Plenty, 2007
Distributions and Withdrawals
Investment Selection
Lorman CLE
Kenner, Louisiana
The Louisiana IRA Workshop, 2007
Metairie, Louisiana
Baton Rouge, Louisiana
Retirement Distribution Planning in Louisiana, 2007
Metairie, Louisiana
Retirement Distribution Planning in Louisiana, 2007
Baton Rouge, Louisiana
Accounting for Estates and Trusts, 2007
Lorman CLE
Baton Rouge, Louisiana
Trust Administration in Louisiana, 2006
Lorman CLE
Baton Rouge, Louisiana
Retirement Distribution Planning in Louisiana, 2006
Metairie, Louisiana
Baton Rouge, Louisiana
Elder Planning in Louisiana, 2006
Lorman CLE
Baton Rouge, Louisiana
Greatest Estate Planning Techniques in Louisiana, 2006
Lorman CLE
Baton Rouge, Louisiana
Greatest Estate Planning Techniques in Louisiana, 2004
Lorman CLE
New Orleans, Louisiana
Select Issues in Estate and Retirement Planning in Louisiana, 2003
Terrebonne Bar Association Annual CLE Program
