Draft Enforceable Estate Planning Documents With These Practical Techniques
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Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom - this guide will share their time-tested methods of identifying clients' needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice - order today!
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June 12 - Baton Rouge
RONALD J. SAVOIE is a tax and business attorney with Jackson & Jackson, PLLC, where his main areas of practice are tax planning, estate planning, trusts, asset protection, and bankruptcy and business representation. He has 25 years of experience. Mr. Savoie is board certified by the Louisiana State Bar Association in estate planning and administration. He is a member of the American Bar Association, the American Bankruptcy Institute and the Louisiana State Bar Association. Mr. Savoie earned his B.S. degree from the University of New Orleans, his J.D. degree from Mississippi College School of Law, his LL.M. degree from College of William & Mary, Marshall-Wythe School of Law, and his M.B.A. degree from the University of New Orleans. He is a licensed CPA.
JOHN E. SIROIS MBA, CFP®, CIMA, CIMC, is an estate and elder law attorney practicing in the areas of estate planning, successions, probate, wills, trusts, special needs planning, Medicaid long-term care planning, and retirement planning. In addition to his law practice, Mr. Sirois is a certified financial planner with Raymond James Financial Services, Inc., member FINRA/SIPC. His financial planning practice specializes in retirement planning, IRA rollovers and distributions, and investment management for pre-retirees, retirees, and seniors. Mr. Sirois is the author of Louisiana Retirement and Estate Planning: The Essential Financial Planning Book for Retirees and Pre-Retirees. He teaches continuing education courses on estate planning, long-term care planning, special needs planning, and retirement distributions for attorneys, financial planners, CPAs, social workers, and insurance agents. Mr. Sirois earned his B.S. and M.B.A. degrees from Nicholls State University and his J.D. degree from Tulane Law School.
ELSBET C. SMITH is an attorney in the law firm of Chehardy, Sherman, Williams, Murray, Recile, Stakelum & Hayes, LLP. Since 2007, Ms. Smith’s practice focuses primarily on estate planning, including wills and trusts, as well as successions. She also handles business and commercial law matters, ranging from entity formation and organization to contract negotiations to real estate transactions. Ms. Smith currently serves as chair-elect of the Greater Hammond Chamber of Commerce and as secretary of the Louisiana Children’s Discovery Center. She also serves on the Board of Directors of the Tangipahoa Economic Development Foundation. Ms. Smith is a member of the Louisiana State Bar Association, the Twenty-First Judicial District Bar Association, and the Northshore Estate Planning Council. She earned her B.A. degree, summa cum laude, at Sweet Briar College; and her J.D. degree and Bachelor of Civil Law at the Paul M. Hebert Law Center at Louisiana State University.
M. JANICE VILLARRUBIA is a sole practitioner and owner of Law Office of M. Janice Villarrubia, LLC, in Baton Rouge. She focuses her practice in interdictions, successions, estate planning, wills, trusts, succession litigation, and powers of attorney. Ms. Villarrubia was named a Super Lawyer by Super Lawyers for the years 2015, 2016, and 2017, which is peer nominated honor for her work in the area of successions. Ms. Villarrubia received her B.A. degree in international affairs from Florida State University and her J.D. degree from Southern University Law Center. She has been a lecturer and instructor for National Business Institute and Southern Law Center. She is a member of the Louisiana State and Baton Rouge bar associations, and the East Baton Rouge Estate and Business Planning Council (past president). She has several reported cases in the area of force heirship.
June 13 - New Orleans
TYLER J. ARBOUR is an attorney with Lugenbuhl, Wheaton, Peck, Rankin & Hubbard. His practice focuses on commercial transactions and commercial litigation, with a substantial portion of his practice devoted to trust and estate planning, administration, tax planning and controversy, and tax exempt organizations. Mr. Arbour earned his bachelor’s degree in history, cum laude, from Loyola University New Orleans; his J.D. degree with a certificate in taxation from Loyola; and his LL.M. degree in tax law from the University of Alabama. He is a member of the New Orleans Estate Planning Council, American Bar Association, Louisiana State Bar Association, New Orleans Bar Association, and the AP Turead Inn of Court. Mr. Arbour is admitted to practice before all Louisiana state courts and the Eastern District of Louisiana.
ZACHARY J. DELERNO is an attorney based in New Orleans, Louisiana where he handles all matters related to wills, trusts and successions. He is admitted in the Eastern and Middle districts of Louisiana and is a member the Louisiana Association for Justice. Mr. Delerno received his B.A. degree from Louisiana State University and his J.D. degree from Southern University Law Center.
TAETRECE HARRISON is a New Orleans sole practitioner at the innovative firm of Harrison Law Group LLC. She has practiced in many areas of law, which is why she is known as The Go To Lawyer by her clients. Ms. Harrison is available to assist families and businesses to empower them to make the right decisions. She received her B.S. degree from Regis University, her LL.M. degree in taxation from University of Alabama School of Law, and her J.D. degree from Southern University Law Center.