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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

Best LawyersTM, "the oldest and most respected peer review publication in the legal profession", has named the following Montgomery Barnett partners to the list of the Best Lawers in AmericaTM 2011: ... Read More 
Office Locations

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

Baton Rouge, LA Office
140 Essen Centre
5353 Essen Lane
Baton Rouge, LA 70809
Ph: (225) 329-2800
Fax: (225) 329-2850
E-Mail | Map & Directions