Use this menu to find other Eldercare Services in your area
Louisiana Estate, Tax, Trust, Retirement, or
Medicaid Planning

 

Alexandria LA - Louisiana tax planning and trusts -- Ginsburgh Robert H Attorney At Law, Rapides Parish      Click to request assistance
Alexandria LA - Louisiana trust asset management -- Brister Dorrell J, Rapides Parish      Click to request assistance
Alexandria LA - Louisiana charitable remainder trusts -- Tillman & Willett LLC, Rapides Parish      Click to request assistance
Alexandria LA - Louisiana living wills and medical directives -- Pharis Law Offices, Rapides Parish      Click to request assistance
Alexandria LA - Louisiana estate taxes, income taxes and capital gains -- Sadler H Brenner, Rapides Parish      Click to request assistance
Alexandria LA - Louisiana end of life bereavement -- Hill Blaise L Attorney At Law, Rapides Parish      Click to request assistance
Baton Rouge LA - Louisiana tax planning and trusts -- Atkinson & Martin, East Baton Rouge Parish      Click to request assistance
Baton Rouge LA - Louisiana trust asset management -- Dowden Susan Attorney At Law, East Baton Rouge Parish      Click to request assistance
Baton Rouge LA - Louisiana charitable remainder trusts -- Weill Dunn & Koch LLC, East Baton Rouge Parish      Click to request assistance
Baton Rouge LA - Louisiana living wills and medical directives -- Mitchell J Tracy, East Baton Rouge Parish      Click to request assistance
Baton Rouge LA - Louisiana estate taxes, income taxes and capital gains -- Hawthorne Darmond McCowan & Jarman, East Baton Rouge Parish      Click to request assistance
Baton Rouge LA - Louisiana end of life bereavement -- Williams Brian L, East Baton Rouge Parish      Click to request assistance
Baton Rouge LA - Louisiana tax planning and trusts -- Prokop Joseph A Jr, East Baton Rouge Parish      Click to request assistance
Baton Rouge LA - Louisiana trust asset management -- Covell and Covell, East Baton Rouge Parish      Click to request assistance
Baton Rouge LA - Louisiana charitable remainder trusts -- Curry Kevin C, East Baton Rouge Parish      Click to request assistance
Baton Rouge LA - Louisiana living wills and medical directives -- Messina Carey J, East Baton Rouge Parish      Click to request assistance
Baton Rouge LA - Louisiana estate taxes, income taxes and capital gains -- Meltzer Donald M, East Baton Rouge Parish      Click to request assistance
Baton Rouge LA - Louisiana end of life bereavement -- Wheeler Michael R, East Baton Rouge Parish      Click to request assistance
Baton Rouge LA - Louisiana tax planning and trusts -- Callender Mark R Attorney At Law, East Baton Rouge Parish      Click to request assistance
Baton Rouge LA - Louisiana trust asset management -- Losavio & Dejean LLC, East Baton Rouge Parish      Click to request assistance
Baton Rouge LA - Louisiana charitable remainder trusts -- Watts Thomas H Aplc, East Baton Rouge Parish      Click to request assistance
Bossier City LA - Louisiana living wills and medical directives -- Thompson Jeff R Attorney At Law, Bossier Parish      Click to request assistance
Greenwell Springs LA - Louisiana estate taxes, income taxes and capital gains -- Catherine Goodman, East Baton Rouge Parish      Click to request assistance
Gretna LA - Louisiana end of life bereavement -- Savona Dominick Jr, Jefferson Parish      Click to request assistance
Gretna LA - Louisiana tax planning and trusts -- Mouledoux Warren E Jr Plc, Jefferson Parish      Click to request assistance
Harvey LA - Louisiana trust asset management -- Foster Robert M, Jefferson Parish      Click to request assistance
Lafayette LA - Louisiana charitable remainder trusts -- Broussard Marianna, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana living wills and medical directives -- Brumbaugh Thomas D, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana estate taxes, income taxes and capital gains -- Stelly Kevin LLC, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana tax planning and trusts -- Stubbs William P Jr, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana trust asset management -- Breaux Jean C Jr, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana charitable remainder trusts -- Bailey Fred K, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana living wills and medical directives -- Hawkins & Villemarette Attorneys, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana estate taxes, income taxes and capital gains -- Jankower Law Firm LLC, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana end of life bereavement -- Landry Sidney P III, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana tax planning and trusts -- Rowe Law Corporation, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana trust asset management -- Hughes Daniel C, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana charitable remainder trusts -- Gauthier Stan II Attorney, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana living wills and medical directives -- Romagosa Mary Shirer Attorney At Law, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana estate taxes, income taxes and capital gains -- Mayers Kenneth P LLC, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana end of life bereavement -- McCormick Shane, Lafayette Consolidated Government      Click to request assistance
Lafayette LA - Louisiana tax planning and trusts -- Verret Chris A, Lafayette Consolidated Government      Click to request assistance
Lake Charles LA - Louisiana trust asset management -- E R Robinson III, Calcasieu Parish      Click to request assistance
Lake Charles LA - Louisiana charitable remainder trusts -- Myrick Edward D Atty of Counsel, Calcasieu Parish      Click to request assistance
Lake Charles LA - Louisiana living wills and medical directives -- Knapp Leonard Jr Aplc, Calcasieu Parish      Click to request assistance
Lake Charles LA - Louisiana estate taxes, income taxes and capital gains -- Hanchey David H, Calcasieu Parish      Click to request assistance
Lake Charles LA - Louisiana end of life bereavement -- Shaddock William E Atty, Calcasieu Parish      Click to request assistance
Lake Charles LA - Louisiana tax planning and trusts -- Blazier T Glynn, Calcasieu Parish      Click to request assistance
Lake Charles LA - Louisiana trust asset management -- Dressler Francis A Atty, Calcasieu Parish      Click to request assistance
Lake Charles LA - Louisiana charitable remainder trusts -- Farless Floyd H, Calcasieu Parish      Click to request assistance
Lake Charles LA - Louisiana living wills and medical directives -- Watson James A, Calcasieu Parish      Click to request assistance
Lake Charles LA - Louisiana estate taxes, income taxes and capital gains -- Sigler David L, Calcasieu Parish      Click to request assistance
Lake Charles LA - Louisiana end of life bereavement -- Raglin Betty A Llm Taxation, Calcasieu Parish      Click to request assistance
Lake Charles LA - Louisiana tax planning and trusts -- Roach Michael E, Calcasieu Parish      Click to request assistance
Marrero LA - Louisiana trust asset management -- Uzee & Richard, Jefferson Parish      Click to request assistance
Metairie LA - Louisiana charitable remainder trusts -- Dupuy Gregory A, Jefferson Parish      Click to request assistance
Metairie LA - Louisiana living wills and medical directives -- Breckenridge Patricia G, Jefferson Parish      Click to request assistance
Metairie LA - Louisiana estate taxes, income taxes and capital gains -- Verlander Richard G Jr, Jefferson Parish      Click to request assistance
Metairie LA - Louisiana tax planning and trusts -- Koehler Steven J, Jefferson Parish      Click to request assistance
Metairie LA - Louisiana trust asset management -- Ready & Associates Attorneys William E Ready, Jefferson Parish      Click to request assistance
Monroe LA - Louisiana charitable remainder trusts -- Watson William Brooks, Ouachita Parish      Click to request assistance
Monroe LA - Louisiana living wills and medical directives -- Campbell Richard M, Ouachita Parish      Click to request assistance
Monroe LA - Louisiana estate taxes, income taxes and capital gains -- Burkett David I, Ouachita Parish      Click to request assistance
Monroe LA - Louisiana end of life bereavement -- Bozeman Robert J, Ouachita Parish      Click to request assistance
Monroe LA - Louisiana tax planning and trusts -- Spillers Paul D, Ouachita Parish      Click to request assistance
Monroe LA - Louisiana trust asset management -- Smith Dewey J Bo, Ouachita Parish      Click to request assistance
Monroe LA - Louisiana charitable remainder trusts -- McNew King Mills Burch & Landry LLP, Ouachita Parish      Click to request assistance
Monroe LA - Louisiana living wills and medical directives -- Matherne Valerie Van, Ouachita Parish      Click to request assistance
Monroe LA - Louisiana estate taxes, income taxes and capital gains -- Henry Samo O III, Ouachita Parish      Click to request assistance
Monroe LA - Louisiana end of life bereavement -- Caldwell Douglas C, Ouachita Parish      Click to request assistance
Monroe LA - Louisiana tax planning and trusts -- Folk Law Group Pllc, Ouachita Parish      Click to request assistance
Monroe LA - Louisiana trust asset management -- King Frederick, Ouachita Parish      Click to request assistance
Natchitoches LA - Louisiana charitable remainder trusts -- Conlay Gary L Attorney At Law, Natchitoches Parish      Click to request assistance
Natchitoches LA - Louisiana living wills and medical directives -- Long Jimmy D Jr, Natchitoches Parish      Click to request assistance
Natchitoches LA - Louisiana estate taxes, income taxes and capital gains -- Hancock Jane M, Natchitoches Parish      Click to request assistance
New Iberia LA - Louisiana end of life bereavement -- Morris M Haik Jr & Morris Michael Haik III, Iberia Parish      Click to request assistance
New Orleans LA - Louisiana tax planning and trusts -- Bain Steven E Attorney At Law LLC, Orleans Parish      Click to request assistance
New Orleans LA - Louisiana trust asset management -- Baldwin & Haspel LLC Energy Centre Suite 2200, Orleans Parish      Click to request assistance
New Orleans LA - Louisiana charitable remainder trusts -- Frischhertz & Associates LLC, Orleans Parish      Click to request assistance
New Orleans LA - Louisiana living wills and medical directives -- Merritt Charles G, Orleans Parish      Click to request assistance
New Orleans LA - Louisiana estate taxes, income taxes and capital gains -- Eckstein Michael Llm In Taxation, Orleans Parish      Click to request assistance
New Orleans LA - Louisiana end of life bereavement -- Thomas Vernon P, Orleans Parish      Click to request assistance
New Orleans LA - Louisiana tax planning and trusts -- Wraith Saxon J, Orleans Parish      Click to request assistance
New Orleans LA - Louisiana trust asset management -- Person Eric Oliver Attorney At Law, Orleans Parish      Click to request assistance
New Orleans LA - Louisiana charitable remainder trusts -- Newman Carol A Attorney At Law, Orleans Parish      Click to request assistance
New Orleans LA - Louisiana living wills and medical directives -- Duplantier Michael A, Orleans Parish      Click to request assistance
New Orleans LA - Louisiana estate taxes, income taxes and capital gains -- Jones K Jefferson Atty At Law, Orleans Parish      Click to request assistance
Pineville LA - Louisiana end of life bereavement -- Guillory David L, Rapides Parish      Click to request assistance
Port Allen LA - Louisiana tax planning and trusts -- Acosta Thomas W Jr Attorney At Law, West Baton Rouge      Click to request assistance
Scott LA - Louisiana charitable remainder trusts -- Garrett Ellisa, Lafayette Consolidated Government      Click to request assistance
Shreveport LA - Louisiana living wills and medical directives -- Arceneaux M Thomas, Caddo Parish      Click to request assistance
Shreveport LA - Louisiana estate taxes, income taxes and capital gains -- Williams Stacey D Atty, Caddo Parish      Click to request assistance
Shreveport LA - Louisiana end of life bereavement -- Cox John T Jr, Caddo Parish      Click to request assistance
Shreveport LA - Louisiana tax planning and trusts -- Roos Armand L of Counsel, Caddo Parish      Click to request assistance
Shreveport LA - Louisiana trust asset management -- Godfrey Rellis P Atty, Caddo Parish      Click to request assistance
Shreveport LA - Louisiana charitable remainder trusts -- Anderson A Eric PA, Caddo Parish      Click to request assistance
Shreveport LA - Louisiana living wills and medical directives -- Jahnke Robert A, Caddo Parish      Click to request assistance
Shreveport LA - Louisiana estate taxes, income taxes and capital gains -- Bowers Burt A, Caddo Parish      Click to request assistance
Shreveport LA - Louisiana end of life bereavement -- Gilsoul Joseph R, Caddo Parish      Click to request assistance
Sulphur LA - Louisiana tax planning and trusts -- Schrumpf Law Offices, Calcasieu Parish      Click to request assistance
West Monroe LA - Louisiana trust asset management -- Spivey James II, Ouachita Parish      Click to request assistance
West Monroe LA - Louisiana charitable remainder trusts -- Norwood & Norwood Attorneys At Law, Ouachita Parish      Click to request assistance

 

Contact Louisiana Estate, Tax, Trust, Retirement, or Medicaid Planning

For the convenience of the public, care providers are listed on this page to show services available in a particular area. We cannot verify the business practice or the background of providers listed on this page. As a result, we do not provide contact information. Members of the Louisiana Care Planning Council, listed on this site, have agreed to abide by a code of ethics. If you wish to contact a member of the Louisiana Care Planning Council regarding any of the eldercare services listed on this page, please fill out the form below and a council member will contact you. Please be aware that your information may be shared with other members of the Care Planning Council who might be able to help you as well. Read Our Disclaimer.

 

LaCPC

Let Us Help You with Your Eldercare Problems or Questions

The Louisiana Care Planning Council (LaCPC) lists companies and individual providers on this website who help families deal with the crisis and burden of long term care. One purpose of this website is to educate the public on the need for care planning before a crisis occurs. A second purpose is to provide, in one place, all of the available government and private services for eldercare. Finally, our ultimate mission is to offer a trusted listing service that the public will recognize and turn to for expert help in dealing with the challenges of long term care.

 
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About Estate Planning and Trust Management

Estate Planning
Trust Management

Estate Planning

A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.

Estate planning from a qualified estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.

Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.

Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.

Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.

Some advisers have recognized this need and have put together a team of experts such as attorneys, care managers and financial planners who provide a more complete and comprehensive approach to estate planning, long term care and end-of-life issues.

Trust Management

Many people who create trusts or wills or both will designate a trust company or bank to be a trustee for their property instead of using a member of the family or close friend to do this. The reason is that, all too often, assets are mismanaged or even stolen by family members or friends. Using a trust company that has a legally mandated, public fiduciary responsibility avoids this problem.

Trust companies are valuable partners in the management of trusts and in the process of estate planning. These companies, for a small fee, will manage and invest assets, maintain escrow accounts, hold property pending an exchange sale, provide life insurance and income annuities and provide safekeeping of valuables.

A trust is a legal document that "entrusts" property to a trustee (a bank, attorney, individual or trust company) to manage for a person or persons (beneficiaries of the trust) whom the maker of the trust wants to benefit. In most cases, the maker of a trust is creating a benefit for a loved one that will be distributed after the death of the creator or maker of the trust. Trusts usually involve very specific and detailed instructions on how a trustee is to carry out the duty of managing or distributing the property on behalf of a beneficiary.

A trustee will manage investments, keep records, manage assets and prepare court accountings, paying bills and (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal.

A trust relationship is also created in a will when the maker of the will specifies an entity to be an executor or personal representative of the estate. This person or company then becomes a trustee for the deceased individual who made the will. The responsibilities of an executor in settling the estate of a deceased person include collecting debts, settling claims for debt and taxes, accounting for assets to the courts and distributing wealth to beneficiaries.

A third party trust officer such as a bank, attorney or trust company may also assume the role of a guardian for a minor child, distributing assets in a prearranged manner when the child becomes an adult. Or the trust officer may also act on behalf of a developmentally disabled or mentally retarded person distributing assets under a special needs trust.

Trusts are most often used with estate planning. The purpose of estate planning is to minimize the cost and streamline the process of distributing assets to the next generation. Here are some of the more common reasons people create trusts in estate planning.

  • To avoid probate
  • To minimize or eliminate estate taxes
  • To create life insurance trusts
  • To avoid capital gains taxes on the sale of property
  • To create an annuity income through charitable gifting
  • To receive a charitable gifting income tax deduction
  • To manage assets on behalf of a minor or someone who can't handle his or her own affairs