Thank you to our generous sponsors:
Argent Trust
Argent Trust Company is a division of Argent Financial Group, a leading, independent, fiduciary wealth management firm. Responsible for more than $85 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trusts and estate planning, investment management, ESOPs, retirement plan administration and consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930. For more information, visit www.argentfinancial.com.
Ayla, LLC
Ayla, LLC, headquartered in Baton Rouge, Louisiana, was established by a practicing attorney with the mission to provide high-quality and affordable automated legal documents specifically for Louisiana attorneys. Ayla offers the solo and small firm lawyer the ability to access automated form libraries across diverse practices such as Family Law, Succession, Criminal Law, and Estate Planning. Having collaborated with hundreds of attorneys, including those from major firms like McGlinchey Stafford, Ayla has carved out a strong reputation within the state's legal community. Unlike most legal software and publishing companies, Ayla focuses on the needs of Louisiana lawyers first.
Chaffe & Associates, Inc
Chaffe & Associates, Inc. is a premier financial advisory firm founded in 1982 specializing in business valuation, mergers and acquisitions (M&A) advisory, and litigation support. Chaffe & Associates, Inc.’s analysis and valuation reports conform to Internal Revenue Service’s Revenue Rulings 59-60 and 65-192, the AICPA’s Statement of Standards for Valuation Services, VS Section 100, and the Uniform Standards of Professional Appraisal Practice (“USPAP”) promulgated by the Appraisal Foundation. Chaffe & Associates, Inc. is a “qualified appraiser” and its reports are “qualified appraisals” as defined by the Internal Revenue Service. With decades of experience, the firm offers a comprehensive suite of services designed to assist businesses in making critical financial decisions. Chaffe & Associates is dedicated to providing objective and insightful guidance across various industries, helping clients navigate complex transactions, assess fair market value, and develop strategic plans. The firm's expertise extends to fairness opinions, capital raising, and corporate finance, making it a trusted partner for business owners, private equity firms, and legal professionals. Committed to excellence, Chaffe & Associates combines deep industry knowledge with personalized service to deliver impactful financial solutions tailored to each client's unique needs.
Regions Bank
Regions Private Wealth Management Link: https://www.regions.com/wealth-management/private-wealth-management For high-net worth individuals and families looking for personalized financial knowledge, Regions Private Wealth Management provides a Wealth Advisor supported by a team of experienced professionals. Our team will take an unbiased approach to designing a customized wealth plan, informed by our experienced professionals and tailored to your specific situation. Regions can provide consultation on all aspects of your financial life, helping you form a wealth plan based on: • Supported by a team of professionals with experience in growing and preserving wealth, leveraging liquid assets to borrow for personal needs, legacy planning, property, trusts, portfolio management, natural resources and real estate, and more. • Your unique goals and aspirations. • An analysis of your situation and a review of previous plans. • Insight from a digital wealth-planning tool that monitors your progress. • Anticipated key life events such as retirement and business succession. From providing new opportunities to helping you avoid missteps, Regions Private Wealth Management is able to offer effective planning solutions that extend beyond traditional investment plans. You’ll gain access to a local team of experienced professionals, led by a Wealth Advisor, who will work together to help you find the right opportunities and achieve your goals. Whether you’re looking for banking and credit solutions or need help with legacy planning or an investment strategy, we are here every step of the way to create a personalized plan that fits your unique needs.
If you or your company is interested in becoming a sponsor for this event or other LSU CLE events, please contact our office at 225-578-5837 or lsucle@lsu.edu