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Estate Planning, Probate, and Elder Law

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Welcome to our blog, where you will find more information regarding estate planning, successions and probate, wills, trusts, special needs planning, Medicaid and long-term care planning in Louisiana.

Qualifying for Medicaid Long-Term Care Benefits in Louisiana

Although there are many ways to qualify for Medicaid this post will focus on qualifying for Medicaid long-term care benefits. Thus, we will be primarily discussing Medicaid benefits for individuals over age 65 who need long-term care. In addition to attaining age 65 and being in need of long-term care, one...

Payable on Death Accounts in Louisiana

Many Louisiana residents add one or more children to their checking and/or savings accounts for various reasons. The three most common reasons this is done is to 1.     Provide easy access to the account if the parent becomes incapacitated, 2.     To allow this account to transfer to the child at the...

Using Irrevocable Trusts in Medicaid Planning

Creating a plan to protect assets from Medicaid spend-down will often involve gifting assets. Although outright gifts have the advantage of simplicity and minimal costs, using an irrevocable trust to hold the gifted assets can provide more control, protection and tax benefits. In addition because the Deficit Reduction Act of 2005...

What To Do After Someone Dies

We often receive calls and emails with questions about what to do after a loved one dies. Because every family situation is different, some of the recommendations can vary greatly. The following is a brief overview of steps, in most cases, that should be taken after a family member dies. If...

The Affidavit Procedure for Small Successions in Louisiana

There are several types of succession procedures available in Louisiana. The correct procedure is contingent upon the nature and value of the deceased person’s assets and debts. It also depends on whether the estate must be administered and whether the decedent died testate (with a will) or intestate (without a will)....