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-- In order to give you an idea of the issues that one estate planning lawyer deals with on a particular day, I've put this post together.
In one day, over six consecutive meetings, I handled the following issues: Getting a court appointed executor confirmed after two executors named in will died; Getting a court to appoint a new trustee of a trust appointed since both trustees named in a trust instrument died; Helping a family with no prior estate legal documentation in place put a program in order to make things simple for the surviving spouse and the children; helping a client with a large estate through issues like, step-up in basis; avoiding income tax; avoiding estate tax, charitable bequests, the SECURE Act issues, and out of state probate issues; helping a parent and her children protect funds from the parent getting scammed or from the parent being forced to spend the assets down in a skilled care environment; Helping a family specify their distribution to certain children and grandchildren; and helping client arrange for her special needs child; her child who will need his inheritance managed; and her other child.
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Paul Rabalais Estate Planning Attorney www.RabalaisEstatePlanning.com Phone: (225) 329-2450
