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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.

Planning Tips for Special Needs Trusts

I would like to take this opportunity to thank the wonderful organization Acadiana Families Helping Families for inviting me to speak at their 2016 Family Forum “Your Journey…Guiding You Through” in Scott, Louisiana on April 28th. We had a great audience who asked many questions about planning for a loved one...

Planning for Persons with Disabilities

I had the pleasure of serving on the attorney panel for the East Ascension ARC Life Planning for Persons with Disabilities Conference in Gonzales on April 30, 2016. Much of the program focused on SSI, SSDI, Medicaid and special needs trusts. This blog post will review some of the planning concerns...

Planning for a Loved One with Dementia

When a family member has been diagnosed with dementia, it is critical to get the family’s legal and financial affairs in order. There are several key areas that must be addressed in any situation where a loved one is diagnosed with dementia or will likely need long-term care for any reason....

Louisiana Usufruct and Naked Ownership – The Basics

Usufruct and naked ownership are common provisions in estate plans of Louisiana residents. Other states have similar concepts – life estates and remaindermen; however, usufruct and naked ownership are unique civil law concepts. Many estate plans in Louisiana utilize usufruct and naked ownership when distributing property to their spouse and or...

Veterans Disability 2015 Pension Update

The Veterans Administration recently updated its rates for Pension benefits for wartime veterans and surviving spouses of wartime veterans. VA Disability Pension (which includes Aid and Attendance) is a benefit paid to wartime veterans who have limited or no income, and who are age 65 or older, or, if under 65,...