Liskow has a comprehensive estate planning practice. We represent individuals and families in estate planning, individual and corporate trustees on trust matters, succession administrators in succession administration, and individual heirs and legatees on various succession matters. Whatever the matter, we listen to our clients’ needs and have the tools, resources, and knowledge to efficiently and effectively meet those needs.
Overview
Our estate planning attorneys assist individuals in basic estate planning but also have the experience and depth of knowledge to handle more complex matters. We develop and implement plans for estates of all sizes and routinely advise clients on basic matters such as:
- Wills, powers of attorney and living wills;
- income, gift and estate tax planning;
- trusts, including life insurance trusts and special needs trusts;
- retirement planning including planning with IRAs and retirement plans;
- asset protection planning; and
- charitable giving.
We also represent high net worth individuals, families and family businesses in matters such as:
- the creation of grantor trusts;
- business exit and succession plans;
- family partnerships and family limited liability companies;
- wealth preservation
- revocable trusts;
- prenuptial agreements;
- grantor retained annuity trusts (GRATs);
- sales of property to intentionally defective grantor trusts;
- self-cancelling installment notes (SCINs) and private annuities;
- Wandry-style gifts and sales;
- family split-dollar arrangements;
- charitable lead trusts, charitable remainder trusts and private foundations; and
- The creation of trusts in other states such as Delaware, Nevada, where the laws of such states offer planning opportunities not available in Louisiana (e.g., Delaware dynasty trusts).