Name
Planning with or without Revocable Trusts
Date & Time
Friday, September 25, 2026, 9:40 AM - 10:40 AM
Jacob White
Description

This presentation will attempt to provide you with tools to respond to prospective clients who insist that they need an inter vivos trust to avoid Louisiana probate. Coverage will include basics about the Louisiana probate process as well as income, gift, and estate tax considerations of inter vivos trust planning, particularly for revocable trusts but also considering irrevocable trusts, and the practical effects and potential uses for such trusts as part of your client's estate plan.

Session Type
Conference