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Estate Planning and Succession Administration

Practices

  • Estate Planning and Succession Administration
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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).

Our attorneys advise individual and corporate trustees on succession and trust administration and fiduciary matters.

Our attorneys also handle succession administration, usually representing succession administrators but often advising heirs and legatees. We work with individual administrators to walk them through the often-unfamiliar succession process, from appointing an administrator or executor, to preparing a detailed descriptive list, to obtaining a judgment of possession, placing the heirs or legatees in possession of the decedent’s estate. We also assist out-of-state law firms with ancillary administrations in Louisiana.

Liskow represents estates and trusts in connection with examinations by the Internal Revenue Service and other tax controversies.

Liskow prides itself on being a “one stop shop” for our business clients. Our estate planning attorneys also advise clients on entity formation, governance and business succession planning; handle business and real estate transactions; and assist our litigation attorneys on succession and fiduciary litigation.

Our Team

INSIGHTS

  • News
    11.19.21
    Liskow & Lewis Receives National and Regional Recognition in U.S. News – Best Lawyers “Best Law Firms”
    less than a minute
  • Insights
    04.14.21
    FinCEN Seeking Comments on New Beneficial Owner Reporting Requirements
    less than a minute
  • News
    08.12.20
    Liskow & Lewis Ranked in Chambers High Net Worth Guide for Private Wealth Law
    2 minute read
  • News
    07.25.19
    Liskow & Lewis Ranked in Chambers High Net Worth Guide for Private Wealth Law
    less than a minute
  • News
    04.18.19
    Fifteen Liskow Lawyers Selected to Acadiana Profile's Top Lawyers
    less than a minute
  • News
    09.21.17
    Liskow Lawyer Marguerite L. Adams Listed in Chambers High Net Worth Guide 2017
    less than a minute
  • News
    08.16.17
    Seven Liskow Attorneys Named Best Lawyers Lawyer of the Year and Forty-Nine Attorneys Recognized in The Best Lawyers in America, Woodward White, Inc. 2018
    3 minute read
  • News
    11.10.16
    Forty-Four Liskow Lawyers Named “Top Lawyer” by New Orleans Magazine
    2 minute read
  • News
    08.28.15
    Forty Liskow Attorneys Named “Top Lawyer” by New Orleans Magazine
    2 minute read
View All
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