Services Estate Planning, Trusts, Successions & Probate

Preserving and protecting generational assets through strategic counseling and custom planning.

Kean Miller’s estate planning team in Louisiana and Texas provides a wide range of tax and estate planning services for individuals, including wills, successions, charitable trusts, gifting, federal estate tax planning, and transactional planning. We assist clients with succession and probate matters of all sizes, federal estate tax and income tax planning, and estate freeze transactions.

We represent clients regarding the creation of non-profit entities, and we work with local businesses in corporate and shareholder matters, as well as family business succession matters. We also assist with the formation of corporations, partnerships, limited liability companies and ventures. Special areas of experience include probate litigation, interdictions, corporate reorganizations, and sale and/or purchase of businesses.

Areas of Expertise

  • Business succession planning
  • Estate and gift taxes
  • Estate planning, wills, and trusts
  • Federal, state, and local tax litigation
  • Income tax disputes
  • Probate and succession administration
  • Probate and succession litigation
  • Qualification of tax-exempt status for nonprofit organizations
  • Retirement and compensation plans

Representative Experience

  • Representation of clients in the preparation of wills, trusts, family limited partnerships or limited liability companies, and other instruments to implement estate plans to minimize estate taxes and accomplish goals.
  • Representation of clients in succession and probate matters of all sizes in Louisiana and Texas.
  • Representation of business in providing tax advice for matters from formation to liquidation.
  • Representation and creation of non-profit entities.
  • Representation of clients in the formation of wills and trust instruments to defer estate taxes and gain maximum flexibility for post-mortem planning.
  • Representation of numerous businesses in corporate and shareholder agreement matters.
  • Representation of families in numerous succession matters.
  • Representation of families in eldercare and interdiction matters.