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Estate Planning, Probate, and Elder Law

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 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