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Successions and Estate Planning

The Firm provides a broad array of services in the administration of estates. We have extensive experience in working with estate executors and administrators to timely and efficiently manage and address the multitude of legal issues that can arise during the administration of an estate. We have also represented heirs, legatees and creditors of estates of all types and sizes. Our goal is to provide trustworthy guidance and sound advice to our clients.

The Firm also has experience in all facets of estate planning, including the preparation of powers of attorney, wills, trusts, and specialized guidance in personal and estate planning. The Firm can design estate plans to minimize federal and estate taxation and other costs to insure that our client's resources are protected and secure. We are adept at assisting our clients identify and achieve their estate planning objectives, whether through structuring a transaction for a trustee or executor, or counseling fiduciaries on sensitive issues that can arise in the course of administration. We regularly represent executors and trustees in the administration of substantial and complex estates and trusts. We also have extensive experience representing beneficiaries seeking to pursue and protect their interests in trusts and estates.

A major part of the Firm's estate planning focuses on the unique issues experienced by owners of closely-held businesses. The Firm is uniquely positioned to advise family members and fiduciaries in the conduct of related business and tax affairs.

In addition to traditional estate planning, the Firm has represented clients in the establishment and administration of charitable trusts and private foundations.

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1811 Tower Drive
Monroe, LA 71201
P. O. Box 14106 (71207)

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R. Alan Breithaupt
Walter C. Dunn
Michael L. DuBos
Wesley S. Shafto, III
P. Scott Wolleson
K. Lamar Walters
Russell A. Woodard

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