Professor Elizabeth R. Carter
LSU Law Center
Professor Elizabeth R. Carter is the A.N. Yiannopoulos Professor of Law and the Judge Anthony J. Graphia & Jo Ann Graphia Professor of Law at the Louisiana State University Law Center, where she teaches and writes in the areas of trusts & estates, tax, family law, and comparative law. In addition to her teaching responsibilities at the Law Center, Professor Carter teaches the courses in Federal Gift and Estate Tax and in Estate Planning in the University of Alabama’s LL.M. program in taxation. She is also an Academic Fellow in the American College of Trust and Estate Counsel.
Ms. Laura E. Fine
Lehmann Norman & Marcus, LC
Laura Fine is a partner of the law firm of Lehmann Norman & Marcus, LC. Laura received her Bachelor’s degree in psychology at Centenary College of Louisiana in her hometown of Shreveport in 2001. Laura graduated with her J.D. from Thomas Jefferson School of Law in San Diego, California in 2006. She then attended Tulane University Law School and received her LL.M degree in Comparative and International Law in 2007. She joined Lehmann, Norman, & Marcus in August of 2008. Her concentration is in the fields of estate planning, estate administration, and business law. She is admitted to practice in California and Louisiana. She is board certificated as a specialist in Estate Planning and Administration from the Louisiana State Bar Association, a Fellow of the American College of Trust and Estate Counsel, a Chartered Advisor in Philanthropy through the American College, and an Accredited Estate Planner through the National Association of Estate Planning Councils. She is a Legal Advisory board member of Lift Louisiana, a board member of the Human Relations Commission for the City of New Orleans, a board member of the New Orleans Planned Giving Council, and a a board member of the New Orleans Estate Planning Council. She was also named a SuperLawyers Rising Star in 2016 and 2017.
Gilsoul and Associates, LLC
Joe has been practicing law for over 32 years. His practice emphasizes estate planning, trusts, successions (probate), Medicaid, VA benefits, Social Security disability appeals, asset protection planning, and general family counseling in these areas. He realizes that each client has individual circumstances that require a unique plan. All planning with his clients is done with the overarching goal of protecting the client’s well being and secondarily preserving the client’s assets over the long term.
Joe has given frequent seminars for the general public and for financial planners and other professional groups. He has been honored to present at attorney continuing-education seminars sponsored by LSU Law Center and the Louisiana State Bar Association. Joe was born and raised in Montana. At age 17 he signed up for a three-year stint with the U. S. Army and served a year in Viet Nam. He then worked full time while attending the University of South Florida in Tampa, graduating with honors in accounting. After graduation he worked for the U. S. General Accounting Office and then six and one-half years for the Internal Revenue Service in New Orleans. While working full time at IRS, he attended Loyola Law School at night. Upon graduation from law school he joined a mid-sized Shreveport law firm for 31 years, and on August 1, 2016, he started his own firm, Gilsoul & Associates, LLC, where he was joined by the highly regarded elder law attorney, Lee Aronson.
Ms. Leslie E. Halle
Gold, Weems, Bruser, Sues & Rundell
Leslie Halle is a shareholder at Gold, Weems, Bruser, Sues and Rundell, located in Alexandria. She received her bachelor’s degree in Accounting from LSU and graduated from the Paul M. Hebert Law Center in 2010. After graduation she clerked for the Honorable Mary L. Doggett, 9th Judicial District Court. Upon completion of her clerkship, she joined Gold, Weems, Bruser, Sues & Rundell. Leslie’s practice focuses on estate planning, succession and trusts. She is a Board Certified Estate Planning & Administration Specialist and currently serves as the Secretary of the Estate Planning Advisory Committee of the Louisiana Board of Legal Specialization.
Ms. Miriam Wogan Henry
Jones Walker LLP
Miriam Wogan Henry is a partner in the Tax Practice Group and a member of the firm’s board of directors. She focuses on estate planning, including family wealth transfer plans, charitable planning, and business succession planning, along with advising clients regarding fiduciary litigation and transfer tax controversy matters.
Miriam advises on trust and estate planning matters such as drafting wills, trusts, powers of attorney, and marital property agreements. Advising clients in connection with gift and estate tax returns is part of Miriam’s practice, which includes representing clients before the Internal Revenue Service in connection with gift, estate, and generation-skipping tax audits. She works closely with members of the firm's Litigation Practice Group in connection with fiduciary litigation and transfer tax controversies.
Miriam is a fellow of the American College of Trust and Estate Counsel and currently serves as the Louisiana State Chair for ACTEC. She has been certified by the Louisiana Board of Legal Specialization as a Board-Certified Estate Planning and Administration Specialist. Prior to joining the firm, she served as a law clerk to Judge Frank J. Polozola of the US District Court for the Middle District of Louisiana from 1997 to 1998.
Committed to civic engagement and community service, Miriam has served on the boards of Trinity Episcopal School and the Louisiana SPCA.
Mrs. Rebecca M. Hinton
Taylor, Porter, Brooks & Phillips, LLP
Rebecca Hinton represents individuals and businesses in the areas of federal, state and local taxation; tax controversies; estate planning; business matters; successions; and trusts. Rebecca is ranked by her peers among Best Lawyers® in tax law. She is an adjunct professor at Louisiana State University Paul M. Hebert Law Center, and frequently presents at CLE and other seminars on the topics of federal estate and gift taxation, estate planning, and federal taxation. Rebecca serves as secretary of the Estate & Business Planning Council of Baton Rouge. In the community, she is a board member of the nonprofit SportsBR, dedicated to uniting sports and the Baton Rouge community.
Mr. John B. Landry Jr.
McNew, King & Landry, L.L.P.
JOHN B. LANDRY, JR., is a partner with the McNew, King & Landry, L.L.P. law firm, located in Monroe, Louisiana. He received a B.S. degree in business administration, majoring in
accounting, from Louisiana State University, his J.D. degree, with honors, from Emory University School of Law, and his LL.M. in Taxation from the University of Florida School of
Law. Mr. Landry practices in estate planning, successions, federal and state taxation, corporate law, business law, business transactions, real estate, and tax exempt organizations. Mr. Landry is a Fellow in the American College of Trust and Estate Counsel, and a member of the Louisiana Bar Association - Corporation and Business Law, Taxation, and Trusts, Estates, Probate and Immovable Property Sections; The Mississippi Bar - Business Law, Estates and Trusts, and Taxation Sections, and the American Bar Association - Business Law, Real Property, Trust and Estate Law, and Taxation Sections. Mr. Landry was elected to the Emory Chapter of The Order of the Coif, was Managing Editor of the Emory University Bankruptcy Developments Journal, and served as Graduate Editor of the Florida Tax Review
Mr. Jason Macmorran
Director - Consulting
Postlethwaite & Netterville
Jason MacMorran is a Shareholder in the Consulting Department of Postlethwaite & Netterville, and leads the firm’s Litigation Niche. Jason’s practice focuses on business valuation, transaction advisory services, and economic damages, and his professional experience includes valuations for estate and gift matters, litigation, mergers and acquisitions, and financial reporting. Jason provides litigation support in economic damage matters, and assists clients in business transactions, complex financial forecasting and modeling, and general financial consulting.
Jason has prepared, overseen, or contributed to hundreds of valuations of businesses, interests in businesses, and intangible assets. He speaks nationally and locally on valuation and litigation topics, and he brings considerable training and experience to projects through his study to obtain the American Institute of Certified Public Accountants’ (AICPA) Accredited in Business Valuation credential (ABV) and Certified in Financial Forensics credential (CFF), and the National Association of Certified Valuation Analyst’s Certified Valuation Analyst credential (CVA).
Jason has actively served the accounting profession. He currently teaches the AICPA’s ABV Exam Review Course, has served on the AICPA’s national Business Valuation Committee, and has been a faculty member of the AICPA’s Expert Witness Skills Workshop. Jason was honored as the AICPA’s 2014 Business Valuation Volunteer of the Year, and was in the AICPA’s inaugural Standing Ovation class for forensic accounting and business valuation professionals. In addition to his service to the AICPA in the valuation and forensic accounting areas, Jason has been an active member of the Society of Louisiana CPAs, serving on its board of directors and as its 2019-2020 chair, and serving on its Forensic and Valuation Services Committee since 2009, chairing that committee in 2013 and 2014.
Mr. Harry J. Philips Jr.
Taylor, Porter, Brooks & Phillips, LLP
Harry J. “Skip” Philips, Jr. currently serves as the Managing Partner and a member of the Executive Committee of the Baton Rouge law firm of Taylor, Porter, Brooks & Phillips, LLP. His primary practice areas include state and federal civil trial and appellate litigation, including banking, commercial, insurance, personal injury, insurance coverage and products liability cases. Mr. Philips was presented with the 2015 Louisiana Bar Foundation President’s Award. He received his Juris Doctorate from the LSU Paul M. Hebert Law Center in 1983 where he was the Editor- in- Chief of the Louisiana Law Review and elected to the Order of the Coif. He received a Bachelor of Science from LSU in 1972, where he was a distinguished military graduate in the Army ROTC program. Mr. Philips is a retired Major General in the U.S. Army Reserve. He was last assigned as Commanding General of the 377th Theater Sustainment Command, New Orleans, Louisiana, where he commanded more than 30,000 Army Reserve soldiers in the United States. He is a Fellow of the American College of Trial Lawyers, and an adjunct professor of law at LSU Law Center, where he teaches courses on Professional Responsibility and Insurance Law. He is a frequent lecturer on ethics, professionalism and litigation skills. He is serving as a member of the “Adult Guardianship” Committee of the Louisiana State Law Institute and is a member of the Alumni Board of Trustees of the LSU Law Center. Mr. Philips previously served as Chair of a Lawyer Disciplinary Hearing Committee. He is approved by the Louisiana Supreme Court to serve as judge pro tempore of the Baton Rouge City Court and has served as an arbitrator. Prior to attending law school, he was an investigator in the public corruption section of the Criminal Division of the Louisiana Attorney General’s office. He is a graduate of the FBI National Academy. He is the former Director of Character and Fitness for the Louisiana Supreme Court Committee on Bar Admissions and has also served as a Bar Examiner and Assistant Examiner. He is a member of the American, Baton Rouge and Louisiana State Bar Associations, and a Past-President of the Louisiana Association of (Civil) Defense Counsel. Mr. Philips was selected for inclusion in Chambers USA, Louisiana Super Lawyers, and Best Lawyers.
Ms. Rebecca S. Luster Radford
Blanchard, Walker, O'Quin & Roberts
REBECCA S. LUSTER RADFORD is of counsel at Blanchard, Walker, O’Quin & Roberts (A Professional Law Corporation) in Shreveport. Rebecca’s practice primarily involves taxation, estate planning, successions, trusts, and business and commercial transactions. Rebecca is a frequent speaker on estate planning and taxation topics and is a co-author of Estate Planning in Louisiana, which is part of the Louisiana Practice Series. She received a Bachelor of Arts in Economics and Business Administration, cum laude, from Rhodes College in 2008 and a Master of Science in Accounting from the University of Virginia in 2009. Rebecca earned a J.D. and a Graduate Diploma in Comparative Law from LSU's Paul M. Hebert Law Center in 2012, cum laude. Subsequent to her studies at LSU, Rebecca earned a Master of Laws in Taxation from the University of Florida in 2013.
Mrs. Rose S. Sher
Jones Walker LLP
Rose Sher is special counsel in the Tax Practice Group and a member of the trusts & estates team.
Rose practices in the areas of estate planning and estate administration. She is a board-certified estate planning and administration specialist, as certified by the Louisiana Board of Legal Specialization.
Rose also earned the Chartered Advisor in Philanthropy (CAP) professional designation from The American College of Financial Services. Drawing from her education and experience, she is adept at helping clients develop and implement philanthropic programs to reach their charitable objectives while simultaneously helping them meet their estate planning and management goals.
Prior to going in to private practice, Rose served for two years as a law clerk to the Honorable Brian A. Jackson, Chief Judge of the United States District Court for the Middle District of Louisiana.
Professor Greg Smith
LSU Law Center
Professor Emeritus Greg Smith retired as the Professional Ethics Professor of Law, and the G. Frank & Winston Purvis Professor of Law at the LSU Law Center. He taught common law property, civil law property, payment systems, and legal profession. He did his undergraduate work at Yale, where he majored in Political Science and graduated with honors. Professor Smith earned his law degree from Brigham Young University, where he was an article editor for the BYU Law Review and was designated as a J. Reuben Clark Scholar. Following law school, Professor Smith served as a law clerk to Judge Monroe G. McKay of the United States Tenth Circuit Court of Appeals. He practiced law for eleven years in Phoenix, Arizona before joining the LSU law faculty in 1991. His published writings have dealt with legal ethics, judicial conduct, and property law.