A comprehensive instruction on drafting a will in Louisiana, from formatting and style to the actual anatomy of the will, including Title and Exordium, Events & People, Disinheritance, Legacies, Dispositive Provisions, and Survivorship Term, Trust Provisions, Fiduciary Appointments, Administrative and Interpretive Provisions, Testimonium and Signature of the Testator and Attestation. Full appendix of applicable forms and examples

This law practice management session will focus on the ins and outs of a proper engagement letter with a focus on estate planning clients. We'll discuss some topics particular to the practice, such as joint representation, etc. We'll also have plenty of samples and examples of a proper engagement letter.

This presentation will cover the basics of incapacity planning to include various powers of attorney and living wills. What is a power of attorney? Who are the parties? When does it become effective? What types can be granted? Specific civil codes are cited and explored.

Applicable law with explanation of individual articles; how large is the forced portion; permissible burdens on legitime/forced portion; legitime not left in trust; legitime in trust; disinheriting forced heirs; redomicile; common forced heir scenarios and an appendix of applicable forms.

What is a small succession? When are judicial proceedings necessary? The small succession affidavit. Judicial small succession provisions. Applicable forms and explanations.