Practice Area
Estate Planning & Succession Administration
Bonnecaze McKernan offers a wide range of services to clients, regardless of value or complexity, to ensure they are set up for success in implementing their desired estate or succession plan. We counsel clients on federal estate and gift taxation statutes and regulations and advise on various strategies to defer estate taxes and gain maximum flexibility for post-mortem succession planning.
Dawn bonnecaze, Founder of Bonnecaze McKernan
"We excel in combining personalized estate plans with strong litigation support, ensuring that our clients’ legacies are both secure and protected from disputes."
We also have extensive experience in assisting with simple and complex successions, as well as representing clients through contentious succession litigation matters and family disputes.
Representation Experience:
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Preparation of estate planning documents, including but not limited to wills, power of attorneys, living wills, testamentary trusts, inter vivos trusts, revocable living trusts, and irrevocable living trusts.
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Formation of non-profit entities, family limited partnerships, limited liability companies, and other vehicles to implement estate or succession plans.
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Simple and Complex Succession Administration and/or Succession Litigation
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Interdictions
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Corporate Reorganizations
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ERISA
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Income Tax Disputes
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Get in touch:
- Address
10235 Jefferson Hwy
Building 3, Suite D
Baton Rouge, LA 70809- Get Directions
- Get Directions
- Phone Number
- (225) 612-2535