Lexis Nexis Louisiana Estate Planning, Will Drafting and Estate Administration with Forms
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Louisiana is unique when it comes to estate planning, will drafting and estate administration. Just think of all the time you've spent over the years drafting wills, trusts, charitable bequests, tax returns, and dozens of other forms and pleadings that are part and parcel of Louisiana estate planning and administration. Louisiana Estate Planning, Will Drafting and Estate Administration with Forms is a master set of ready-to-adapt legal forms designed to save you hours of valuable time drafting your clients' documents. Here at last are the forms and information you need to formalize dozens of estate planning and administration transactions, and the guidance you need to comply with Louisiana and federal law. A comprehensive index puts the forms and guidelines you need at your fingertips fast.
The eBook versions of this title feature links to Lexis Advance for further legal research options.
Authors / Contributors
Max Nathan, Jr.
Sessions, Fishman, Nathan & Israel LLC
Max Nathan, Jr. practices primarily in the fields of estate planning, taxation and general civil law. He was president of the Louisiana Law Institute from 1998 through 2001, and is now the Chairman. The Institute is the official advisory law-revision commission, law-reform agency, and legal-research agency of the State of Louisiana. As a long-time member of the Law Institute's Council, he is a principal author of the current Louisiana legislation on partnership, successions, donations, and wills. He is a member of the International Academy of Trusts & Estates and the American College of Trust & Estate Counsel. He is a Fellow of the American Bar Foundation and former president of the New Orleans Estate Planning Council. He served as chairman of the Mandatory Continuing Legal Education Committee of the State of Louisiana for six years, and was instrumental in implementing continuing legal education in Louisiana. He has been consistently listed in The Best Lawyers in America and in various Who's Who publications. He is a board-certified specialist in taxation and estate planning and administration.
Mr. Nathan is a Phi Beta Kappa graduate from Northwestern University. He graduated with honors from Tulane Law School where he was a member of the Tulane Law Review and a member of Order of the Coif. After graduating from law school, he served as a law clerk for Judge John Minor Wisdom on the United States Court of Appeals for the Fifth Circuit.
Mr. Nathan is a full professor at Tulane Law School, where he has taught on the adjunct faculty for 44 years, and has prepared his own coursebook on Louisiana secured transactions. Also, for the last forty years he has taught major portions of the annual bar review course for recent law school graduates.
Carole Cukell Neff
Sessions, Fishman, Nathan & Israel LLC
Carole Cukell Neff is a Board-Certified Estate Planning & Administration Specialist certified by the Louisiana Board of Legal Specialization. She graduated Order of the Coif from the Tulane University School of Law, where she served on the Board of Editors of the Tulane Law Review. After graduation, she clerked for Justice John A. Dixon, Jr. of the Louisiana Supreme Court.
Ms. Neff is a Fellow of the American College of Trust and Estate Counsel, being elected the first woman and the youngest person from the State of Louisiana. She is the sole New Orleans representative of the Special Needs Alliance.
Ms. Neff was recently named one of the ''Top Ten Attorneys in Louisiana'' by Super Lawyers of Louisiana. She was selected by Best Lawyers as the ''New Orleans Best Lawyers Non-Profit/Charities Lawyer of the Year'' for 2011. For many years she chaired the New Orleans Bar Association's Committee on Probate, Trusts and Estate Planning and has also served as President of the Women's Professional Council, President of the Professional Financial Planners of Greater New Orleans, President of the New Orleans Estate Planning Council, President of the Jewish Endowment Foundation of Louisiana. President of the New Orleans Rotary Fund, Inc. and as Chair of the New Orleans AVODAH Advisory Council. She serves as the Chair of the Louisiana Bar Foundation's Pro Bono Project, and on the Executive Committee of the Algiers Economic Development Foundation and the Jewish Federation of Greater New Orleans. She recently received the prestigious 2013 Michaelle Pitard Wynne Professionalism Award from the New Chapter of the Association for Women Attorneys. Ms. Neff is a frequent, sought-after speaker at estate planning seminars and institutes to fellow professionals and to lay audiences.
Table of Contents
Volume 1
Part 1 Estate Planning and Will Drafting
Chapter 1. Estate Planning Basics
Chapter 2. Acquisition Of Necessary Data
Chapter 3. Non-Probate Assets
Chapter 4. Powers Of Attorney
Chapter 5. Pre-Probate Planning: A Primer
Chapter 6. Inter Vivos Donations
Chapter 7. Income-Shifting Devices
Chapter 8. Irrevocable Life Insurance Trusts
Chapter 9. Irrevocable Trusts Other Than Insurance Trusts
Chapter 10. Revocable Trusts
Chapter 11. Charitable Gifts
Chapter 12. Community Property
Chapter 13. Forced Heirship
Chapter 14. The Marital Deduction--Discussion
Volume 2
Chapter 15. Wills
Chapter 16. Professional Responsibility In Estate Planning,
Concluding The Estate Planning Process, And Other
Considerations
Chapter 17. Estate Freezing Techniques
Chapter 18. The Generation-Skipping Transfer Tax
Chapter 19. Powers Of Appointment
Chapter 20. Planning For Present And Future Incapacity
Chapter 21. Capacity And Undue Influence
Chapter 22. Recent Developments
Part 2 Estate Administration
Chapter 1. Disclaimers
Chapter 2. Assimilation And Management Of Information
Chapter 3. Estate Of John A. Dough--Model Forms--Simple Administration Or No Administration Of Intestate Succession
Volume 3
Chapter 4. Estate Of John A. Dough--Model Forms--Complete
Administration Of Successions And Intestate Successions Without
Administration
Chapter 5. Non-Probate Functions Of The Succession Attorney
Chapter 6. Post-Mortem Tax Planning
Chapter 7. Fiduciary Income Taxation
Chapter 8. Compensation Of Succession Representatives And
Attorneys
Chapter 9. Louisiana Death Taxes
Index
