The Trusts, Estates & Personal Planning practice provides a variety of estate planning and personal planning services for individuals, including wills, lifetime trusts, and marital property agreements. Our Trusts, Estates & Personal Planning attorneys administer decedents' estates (both domiciliary and ancillary) and prepare estate and gift tax returns.

Our attorneys, several of whom are members of the American College of Trust and Estate Counsel, are experienced in structuring estate plans for estates of all sizes, including estates of business owners, and both design and advise charitable trusts.

As part of Jones Walker’s banking practice, our Trusts, Estates & Personal Planning attorneys advise bank trust departments and frequently represent non-Louisiana banks and trustees administering trusts that own property in Louisiana. Our attorneys also represent clients before the IRS and the Louisiana Department of Revenue in disputes involving estate and gift taxes and the income taxation of estates and trusts.

News

• Louisiana Now Requiring Extensive Disclosures By Those in Public Service
• B. Trevor Wilson Joins Jones Walker’s Baton Rouge Office
• Benjamin Presents at International Academy of Estate and Trust Law Meeting
• Henry Presents at 16th Annual Tulane Estate Planning Institute

Events

• "Louisiana's Experiences: Helpful For Civil-Law Or Mixed Jurisdictions Contemplating The Trust?"
• "Issues in Bringing and Defending Claims Against the Succession Representative of the Trustee"
• "Selected Provisions of the Final Internal Revenue Code Section 409A"
• “Understanding Your Role as a Non-Active Shareholder”

Publications

• Jones Walker Overview of 2008 Louisiana State Legislature Regular and Extraordinary Sessions
  July 3, 2008
• "Selected Hurricane-Related Tax Relief"
  B. Michael Mauldin
  Oil, Gas & Energy Quarterly, Mathew Bender & Co., Inc., June 2006
• Louisiana Reporter, "State Limited Liability Company & Partnership Laws"