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Estate Planning, Probate, and Elder Law

Blog

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.

Is Your Financial Power of Attorney Adequate for Your Needs?

If you already have a general power of attorney, you have begun to address how your affairs will be managed in the event you are incapacitated. Unfortunately many powers of attorney we review are gravely inadequate to handle the vast array of planning needs that may arise. Every week we review...

Avoiding Probate in Louisiana

We frequently receive questions regarding how to avoid probate in Louisiana. Many Louisiana residents wish to avoid causing their spouse or their children from having to open a succession (i.e. go through probate) after their death. There are many reasons why people wish to avoid probate. I will highlight a few...

When Is A Succession Required In Louisiana?

A succession (probate) is required when there is no other method to transfer a deceased person’s assets to their heirs. Although the heirs may be the “owner” of the decedent’s assets, a succession is required to formally transfer the ownership and re-title the assets in the name of the heirs. Other...

Two Types of Special Needs Trusts

My prior post focused on the importance of planning for the needs of a disabled child. In particular, the post highlighted the benefits of using a special needs trust to enhance the quality of life of a special needs child while preserving eligibility for governmental assistance. There are two main types...

The Importance of Planning for Children with Special Needs

This past Saturday, September 14, I had the pleasure of serving as a discussion panelist for the “Life Planning for Persons with Disabilities” workshop sponsored by the Arc of East Ascension in Gonzales, LA. The workshop was a wonderful event and attendees had the opportunity to learn about many considerations when...