Estate planning as a team concept is a principle we have consistently employed at Baldwin Haspel Burke & Mayer. The combined disciplines of the lawyer, accountant, trust officer and life underwriter can be most beneficial for our clients.
For this reason, our tax and estate planning attorneys have published The Louisiana Estate Planning Handbook: A Guide for the Professional Advisor. We believe it will serve as a ready reference to basic principles and as an alert to special problems and opportunities available in Louisiana. There have been many substantive changes in both federal tax law and in Louisiana law in the past year alone. More developments are expected in the future and we plan to update this material periodically so it can continue to serve as a viable tool.
Please contact Katie Kelly if you have any questions at firstname.lastname@example.org or 504.585.7816.