May 6, 2021

Volume XI, Number 126

Tax, Estate Planning & Administration at Jones Walker

Jones Walker's Estate Planning & Administration practice provides a variety of estate planning and personal planning services for individuals and families, including wills, lifetime trusts, and marital property agreements. Our 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, as well as in designing charitable giving plans.

As part of Jones Walker's representation of numerous Louisiana banks, our Estate Planning & Administration attorneys advise bank trust departments and frequently represent non-Louisiana banks and trustees administering trusts that own property in Louisiana. We also represent nonprofit organizations in connection with formation and compliance issues.

Our attorneys also represent clients before the Internal Revenue Service and the Louisiana Department of Revenue in disputes involving estate and gift taxes and the income taxation of estates and trusts. Working with our litigation attorneys, we represent clients in connection with fiduciary litigation, handle contested successions, and represent clients in trust disputes.


Articles in the National Law Review database by Tax, Estate Planning & Administration at Jones Walker