- Estate planning for individuals and families, including advising and preparation of wills, trusts, marital agreements, financial and health care powers of attorney, living wills and special needs trusts.
- Represented limited liability company ("LLC") in the negotiation, drafting and closing of the sale of the estate's interest in the LLC to the surviving members.
- Developed and coordinated numerous estate plans, including succession planning to facilitate the transfer of the family business to future generations and the creation of LLCs and other entities to protect family ownership, ensure continuity of management and to provide an efficient means of making gifts.
- Probate of wills and counsel to executors and trustees in carrying out their fiduciary duties related to administration and settlement of estates and trusts.
Professional & Civic Activities
Professional and Civic Activities
- American Bar Association member.
- Louisiana State Bar Association member.
- Tennessee Bar Association member.
Honors & Awards
Honors & Awards
- New Orleans Magazine "Top Lawyer" 2020.
News & Events
"Grantor Trusts," National Business Institute Top Estate Planning Techniques Seminar, November 2017.
"Pre and Post Sale Planning for You, Your Company and Your Family," M&A Solutions for Privately Held Companies Conference, June 2017.
"Recent Developments in Estate and Gift Tax Law," Society of Financial Service Professionals Winter Conference, 2013.
"Uncovering the Laws of Intestacy," National Business Institute, 2012.
"Estate Planning Essentials," Louisiana Society of CPAs Spring Conference, 2007.
Tulane Law School, J.D., cum laude, 1996
Georgetown University Law Center, LL.M., Taxation and Certificate in Employee Benefits Law, 2003
Louisiana State University, B.A., 1990