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Estate Planning

Balancing Tax Consequences and Economic Needs Through Estate Planning

Whether you want a plan to take care of your personal finances or you need to prepare for the future of your business, balancing tax consequences and economic needs is an art. Our attorneys include several who are trained to handle our clients' individual needs in the areas of lifetime financial, retirement, and estate planning as well as wills and trusts.

Working with tax attorneys and accountants, we are prepared to handle the tax and estate planning concerns of high-net worth individuals and companies. When it comes to the transition of your business or assets to the next generation, we can help:

  • Estate Planning: Using a variety of tools, including wills, trusts, and powers of attorney, we will develop a plan tailored to your needs.
  • Estate Administration: Our firm will do more than just help you establish a comprehensive estate plan. Offering legal services at all stages of life, we are available to guide your family or business through the estate administration process, including any and all probate work.
Attorneys

Firm News

Andrew T. Lilly, an associate, has been selected as one of twelve attorneys for the Louisiana State Bar Association's 2011-2012 "Leadership LSBA Class". 

Montgomery Barnett congratulates the following partners who have been named to the 2012 Louisiana Super Lawyers list: Ashley L. Belleau (Business Litigation); Philip S. Brooks, Jr. (Transportation/Maritime); A. Gordon Grant, Jr. (Transportation/Maritime); Harvey C. Koch (Construction Litigation); Daniel Lund (Professional Liability); Patrick E. O'Keefe (Transportation/Maritime); John Y. Pearce (Energy Natural Resources) and Joseph P. Tynan (Transportation/Maritime).  The firm also congratulates associate Dorothy L. Tarver (Health Care) who was named a Rising Star lawyer.

Montgomery Barnett is pleased to announce that Acquisition International magazine named the firm "2011 USA Construction Law Firm of the Year" as part of its 2011 Acquisition International Legal Awards. Acquisition International is a United Kingdom magazine published by AI Global Media Ltd, an internationally recognized publisher in corporate finance. The "Acquisition International Legal Awards" honor global law firms for excellent advisory work, innovative strength and a commitment to quality... Read More

Office Locations

New Orleans, LA
3300 Energy Centre
1100 Poydras Street
New Orleans, LA 70163-3300
Ph: (504) 585-3200
Fax: (504) 585-7688
E-Mail | Map & Directions

Baton Rouge, LA
One American Place
301 Main Street, Suite 1170
Baton Rouge, Louisiana 70825
Ph: (225) 329-2800
Fax: (225) 329-2850
E-Mail | Map & Directions