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Started By
Message
Estate Planning Attorney in Lafayette or BR
Posted on 12/12/19 at 10:26 am
Posted on 12/12/19 at 10:26 am
I am looking for some referrals to a good HNW estate planning attorney in Lafayette or Baton Rouge areas. We are talking about a net worth range of around $35M-$50M. Thanks.
ETA: This is not for me, but for a client.
ETA: This is not for me, but for a client.
This post was edited on 12/12/19 at 10:58 am
7
Posted on 12/12/19 at 10:29 am to Janky
Posted on 12/12/19 at 10:51 am to wileyjones
It is not for me, stupid.
This post was edited on 12/12/19 at 10:51 am
Posted on 12/12/19 at 12:07 pm to Janky
Paul Rabalias in BR
Also, the client should consider talking to a wealth planner associated with his financial firm. They can help hash out the details without an attorney running his meter.
Also, the client should consider talking to a wealth planner associated with his financial firm. They can help hash out the details without an attorney running his meter.
This post was edited on 12/12/19 at 12:09 pm
Posted on 12/12/19 at 12:46 pm to Janky
Mark Fry at Phelps. Hands down. Both attorney and CPA. Teaches Estate Planning at LSU for what it's worth. I've sent younger client's with similar net worth his way and he's taken good care of them.
This post was edited on 12/12/19 at 12:49 pm
Posted on 12/12/19 at 1:15 pm to Janky
(no message)
This post was edited on 12/13/19 at 5:56 pm
Posted on 12/12/19 at 3:24 pm to MSTiger33
quote:
Also, the client should consider talking to a wealth planner associated with his financial firm. They can help hash out the details without an attorney running his meter.
This.
The trust dept of a financial firm will have planners and attys on retainer. Buddle the services instead of a la carte.
But, Paul Rabalais in BR is good. I've sent less wealthier clients his way.
Posted on 12/12/19 at 6:44 pm to Janky
Like redstickrun said. Mark Fry at Phelps Dunbar. He has done a great job for us. He can handle the large and small estates.
Posted on 12/12/19 at 9:14 pm to Janky
quote:
HNW estate planning
I like UBS and their services.
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