Leon Leon H. Rittenberg, III Hancock Whitney Center701 Poydras Street Suite 5000 New Orleans, Louisiana 70139 OverviewLeon Rittenberg III is a New Orleans native. His practice focuses on serving the needs of small and mid-sized businesses and their owners; including philanthropy and non-profit law, taxation, finance, private equity, estate planning, probate, real estate, mergers and acquisitions and related matters. Leon represents the interests of a number of private investors, oil service businesses, marine transportation companies and physician groups. He is a Board Certified Tax Specialist and Board Certified Estate Planning & Administration Specialist, as certified by the Louisiana Board of Legal Specialization. He frequently lectures in areas such as taxation, estate planning and maritime transactions. Leon is a Fellow of the American College of Tax Counsel. He has been recognized by Chambers USA (Louisiana Marine Finance - 2021; Louisiana Corporate/M&A: Tax section - 2017), Louisiana Super Lawyers (Tax, Estate Planning & Probate and Business/Corporate), and the Best Lawyers in America (Non-Profit/Charities Law and Trusts & Estates) since 2007, and by New Orleans Magazine as one of their “Top Lawyers of New Orleans” for his work in Equipment Finance Law, Mergers & Acquisitions Law and Tax Law. New Orleans City Business selected him for their Leadership in Law class of 2014, which “identifies and honors 50 outstanding legal professionals whose successes in law and contributions to the community have set the pace for the legal community.” Leon is active in the New Orleans community, serving on the Boards and Executive Committees of numerous non-profit organizations. In 2015, he served as chairman of the Louisiana Board of Legal Specialization’s Tax Law Advisory Committee. Leon attended the Wharton School of Business of the University of Pennsylvania where he studied economics and graduated magna cum laude. He returned home to attend Tulane University School of Law where he graduated magna cum laude. Leon was a summer associate at the Internal Revenue Service’s Office of Chief Counsel in Washington, D.C., and also served as a law clerk to the Honorable Will Garwood of the U.S. Fifth Circuit Court of Appeal. Prior to joining Liskow, Leon was a partner at Baldwin Haspel Burke & Mayer. Experience
- Advised Hunt Telecommunications LLC in Acquisition
- Represented Bollinger in Sale
- Advised Gulfstream Services, Inc. in Sale
- Advised Performance Energy Services in Sale to Quanta Services
- Advised Gulf Offshore Logistics in Sale
- Assisted Bee Mar LLC in Sale
- Advised Go-Coil in Sale
Certifications
- Board Certified Estate Planning & Administration Specialist, Louisiana Board of Legal Specialization
- Board Certified Tax Specialist, Louisiana Board of Legal Specialization
Recognition
- Chambers USA – Louisiana – Marine Finance, 2021
- Chambers USA – Louisiana Corporate/M&A: Tax section, 2017
- The Best Lawyers in America, 2007-Present
- Louisiana Super Lawyers, 2007-Present
- New Orleans Magazine's List of "Top Lawyers"
- New Orleans CityBusiness' Leadership in Law, Class of 2014
Involvement Professional
- Louisiana Board of Legal Specialization’s Tax Law Advisory Commission
- Chair (2015)
- Vice-Chair (2013-2014)
- Secretary (2012-2013)
- Member (2011-2017)
Community:
- Goldring/Woldenberg Institute of Southern Jewish Life
- Board Member (2016-present)
- Investment Committee Member
- Development Committee Member
- Executive Committee Member
- Jewish Children’s Regional Service
- President (2013-2015)
- Third Vice President (2012)
- Board Member (2010-present)
- Endowment Committee Member
- Jewish Endowment Foundation of Louisiana
- Louisiana Chapter of the Association for Corporate Growth
- President (2009)
- Board Member (2004-2020)
- Associated Neighborhood Development
- Chabad at Tulane
- Advisory Board (2013-2015)
- Congregation Gates of Prayer
- Board Member (2013-2016)
- Board Member (2021- Present)
- Jewish Federation of Greater New Orleans
- Society of Financial Service Professionals
- Allied Professionals Committee (June 2002-2020)
- Planned Giving Committee of Tulane University
- Neighborhood Development Foundation
- Board Member (2002-2014)
- Secretary (2004-2011)
- New Orleans Council for Community and Justice
- Hillel Foundation of New Orleans
- Director (1999-2001)
- Past Executive Committee Member
- Young Leadership Council
- Past Treasurer
- Past Board Member
- Planned Giving Committee of Touro Infirmary
- Touro Synagogue
- Past Vice President
- Past Secretary and Treasurer
- Past Board Member
Presentations
- “Practical Drafting under the Trust Code, 2020 Developments,” LSU Estate Planning Seminar - November 19, 2021
- “Recent Developments,” BHBM Seminar for Trustees - August 24, 2021
- “Minimum Wage and Related Issues Effecting OMSA Membership,” Offshore Marine Service Association - March 9, 2021
- Strafford (live webinar): “Private Foundations in Estate Planning: Overcoming IRS Scrutiny, Structuring Tax-Efficient Charitable Legacies” - January 12, 2021
- Association of Corporate Counsel CLE: “Recent Tax Law Updates in the COVID Era” - July 16, 2020
- ACG University: “Venture Capital Investing in the Current Market” - moderator; January 7, 2020
- BHBM 36th Annual CPA Seminar – Mandeville and Metairie: “Federal and State Tax Update” - October 23 and November 5, 2019
- BHBM Seminar for Trustees: “Recent Developments” July 18, 2019
- BHBM 36th Annual CPA Seminar – Lafayette: “Choice of Business Entity Including In-Depth Review of 199A” - June 13, 2019
- Strafford (live webinar): “Updating Estate Plans After Tax Reform” - May 21, 2019
- BHBM 36th Annual Estate Planning Seminar for Life Underwriters: “Tax Law Update” - May 15, 2019
- Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “Tax Cuts and Jobs Act” - March 19, 2019
- ACG University: “Life as a Portfolio Company: What it’s like to be a portfolio company of a private equity firm” - moderator - January 10, 2019
- Strafford (live webinar): “Year-End Charitable Planning After Tax Reform” - December 11, 2018
- BHBM 35th Annual CPA Seminar: “Choice of Business Entity Including In-Depth Review of 199A Guidance” - October 17 & November 1, 2018
- National Business Institute Estate Administration Boot Camp: “Portability and Estate, Gift, GST Taxes” - September 12, 2018
- BHBM 35th Annual Estate Planning Seminar for Life Underwriters: “Tax Law Update” - May 16, 2018
- Jefferson Economic Development Commission (JEDCO) Business Workshop: “Small Business Succession Plan” - April 25, 2018
- Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “2017 Tax Reform Act” - April 18, 2018
- Offshore Marine Service Association Louisiana Tax Conference: “Making the Changes Work for your Business / Don’t Let the ‘Pay-Fors’ be Pitfalls / Providing for the Future” - March 28, 2018
- Association of Corporate Counsel: “Planning to Take Advantage of the Trump Tax Bill” - March 21, 2018
- WorkBoat Professional Series – New Orleans: “Recent Developments in Taxation” - November 30, 2017
- BHBM 34th Annual CPA Seminar – Metairie: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” - November 8, 2017
- BHBM 34th Annual CPA Seminar – Covington: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” - October 18, 2017
- National Business Institute: “Income and Estate Tax Essentials for Wills and Trusts” - September 14, 2017
- Strafford: “Private Foundations in Estate Planning: Structuring Tax-Efficient Charitable Legacies” - September 5, 2017
- BHBM Seminar for Trustees: “Recent Developments” - July 19, 2017
- BHBM Estate Planning Seminar for Life Underwriters: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” - May 10, 2017
- Society of Financial Service Professionals Sections Day Seminar: “Passing on the Keys to the Family-Owned Business: The Dynamics” - March 22, 2017
- BHBM 33rd Annual CPA Seminar – Metairie: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” - November 16, 2016
- BHBM 33rd Annual CPA Seminar – Covington: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” - October 19, 2016
- National Business Institute (NBI): “Estate Planning from A to Z: Grantor Trusts” - September 15, 2016
- Offshore Marine Service Association (OMSA) Louisiana Tax Conference: “A Legal Perspective of the Louisiana Tax Updates” - May 20, 2016
- BHBM 33rd Annual Estate Planning Seminar for Life Underwriters: “Irrevocable Life Insurance Trusts – Fixing Broken Trusts” - May 18, 2016
- Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “Business Succession Planning” - March 2, 2016
- WorkBoat Professional Series – New Orleans: “Planning for Acquisitions and Divestitures” - December 2, 2015
- BHBM 32nd Annual CPA Seminar – New Orleans: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” - November 17, 2015
- Association for Corporate Growth (ACG) Taste of New Orleans Panel – “Post-Closing Transaction Issues” - November 4, 2015
- BHBM 32nd Annual CPA Seminar – Covington: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” - October 28, 2015
- Offshore Marine Service Association (OMSA) 4Q Membership Meeting: “Recent Changes in Louisiana Tax and Corporate Statutes” - September 30, 2015
- WorkBoat Strategic Leadership Development Program Webinar: “Tax Issues Regarding Marine Maintenance” - July 22, 2015
- BHBM 32nd Annual Life Insurance Seminar: “Federal & State Tax Law Updates” - May 14, 2015
- WorkBoat Maintenance & Repair Conference: “Tax Issues Regarding Marine Maintenance” - April 15, 2015
- Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “Estate Planning After ATRA and Compliance Issues” - March 11, 2015
- WorkBoat Professional Series – New Orleans: “Financing Jones Act Vessel Assets” - December 4, 2014
- BHBM 31st Annual CPA Seminar – New Orleans: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” - November 11, 2014
- BHBM 31st Annual CPA Seminar – Covington: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” - October 28, 2014
- BHBM 31st Annual Life Insurance Seminar: “Federal Tax Law Updates” - May 14, 2014
- Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “Business Succession Planning” - March 26, 2014
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