Estate Planning and Administration

At Allen & Gooch, our approach to estate planning and administration begins with this simple recognition: our clients have invested their lives in building their businesses. Our challenge is to help them preserve the wealth they have created so that it can benefit future generations. Accordingly, our estate planning specialists draw on the full range of sophisticated estate-planning tools to set the stage for the orderly transfer of our clients’ property and to minimize the tax burden of their estates.

Sophisticated Wealth Transfer and Preservation

Before they make a recommendation, Allen & Gooch estate planning experts make sure they have an inclusive understanding of their clients’ tax, financial, and relevant personal circumstances. In each instance, our goal is to provide comprehensive estate planning tailor-made to meet individual circumstances and priorities.

As these circumstances and priorities change with time, Allen & Gooch stands ready to help clients reformulate their estate planning strategies to meet evolving needs. In addition, we regularly assist both individual and corporate fiduciaries with all aspects of estate and trust administration.

A Commitment to Your Legacy

Allen & Gooch’s estate planning clients include top executives from some of Louisiana’s most successful companies, whether publicly owned or privately held. Thanks to our advice, they can look to the future confident that they will have preserved the legacy they’ve worked so hard to create.

Our expertise in this area includes, but is not limited to:

Estate Planning for Individuals, Families & Businesses

Wills, Successions, Probate & Estate Planning

Preparing Prenuptial, Postnuptial & Other Property Agreements

Estate & Gift Taxes