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Need a lawyer to interpret a “Revocable inter vivos trust”

Posted on 4/24/25 at 12:49 pm
Posted by dyslexiateechur
Louisiana
Member since Jan 2009
34326 posts
Posted on 4/24/25 at 12:49 pm
We have legal ease through work but this document seems beyond the free lawyers. Can yall recommend anyone in BR who can do this?
Posted by Ingeniero
Baton Rouge
Member since Dec 2013
20179 posts
Posted on 4/24/25 at 12:54 pm to
There's a guy around here with about 450,000 posts. See if he'll take you up on it
Posted by Kcrad
Diamondhead
Member since Nov 2010
61305 posts
Posted on 4/24/25 at 12:55 pm to
He's very busy right now.
Posted by MintBerry Crunch
Member since Nov 2010
5464 posts
Posted on 4/24/25 at 12:57 pm to
I can. Am trust and estate attorney.


outlier_room_3y@icloud.com
This post was edited on 4/24/25 at 1:01 pm
Posted by piratedude
baton rouge
Member since Oct 2009
2669 posts
Posted on 4/24/25 at 12:57 pm to
Ben Klein 225 383 9953. I am not Ben Klein.
Posted by dyslexiateechur
Louisiana
Member since Jan 2009
34326 posts
Posted on 4/24/25 at 12:57 pm to
Hell, if yall can tell me what kind of lawyer would specialize in this it would help.

Regular estate lawyer didn’t work.
Posted by dyslexiateechur
Louisiana
Member since Jan 2009
34326 posts
Posted on 4/24/25 at 12:58 pm to
Thanks!
Posted by OysterPoBoy
City of St. George
Member since Jul 2013
40379 posts
Posted on 4/24/25 at 1:01 pm to
Let Grok look at it.
Posted by N2cars
Member since Feb 2008
34046 posts
Posted on 4/24/25 at 1:06 pm to
I can tell the best, but he's in NOLA
Posted by UptownJoeBrown
Baton Rouge
Member since Jul 2024
2194 posts
Posted on 4/24/25 at 1:07 pm to
Joseph Mengis

Guy knows it backwards and forwards. Teaches CLE for LSU. Great guy too as well as his father.

I recommend him 100%
This post was edited on 4/24/25 at 1:11 pm
Posted by KiwiHead
Auckland, NZ
Member since Jul 2014
32769 posts
Posted on 4/24/25 at 1:10 pm to
Try someone who deals in family law. Think Living Trust. You are trying to bypass probate.You manage assets while still alive and distribute after you die. You can also amend or revoke as needed.

If you aren't a higher net worth individual and you don't have mixed interests like a businesss say with extended family, etc. It's kind of an expensive proposition when compared to a will
Posted by rmc
Truth or Consequences
Member since Sep 2004
27151 posts
Posted on 4/24/25 at 1:13 pm to
quote:

Joseph Mengis


+1 for Joe. As an attorney - I view him as an expert in this area of law. I used to seek out his CLE presentations.
Posted by Wilson
Metairie
Member since Jul 2011
295 posts
Posted on 4/28/25 at 4:08 pm to
There are very few attorney's in Louisiana who are actual experts in estates and trusts. Many claim that they are but in reality are only experts in cutting & pasting cookie cutter forms. They get away with it because most of the time the estates & trusts don't go into effect until many years down the road and so any mistakes stay hidden until then.
Posted by Tchefuncte Tiger
Bat'n Rudge
Member since Oct 2004
60586 posts
Posted on 4/28/25 at 4:55 pm to
quote:

Can yall recommend anyone in BR who can do this?


Call Carol Newman on Jefferson Highway. She may be able to help you.
Posted by Twenty 49
Shreveport
Member since Jun 2014
20007 posts
Posted on 4/28/25 at 5:03 pm to
quote:

Hell, if yall can tell me what kind of lawyer would specialize in this it would help. Regular estate lawyer didn’t work.


The estate lawyer must not have been much of one.

A revocable inter vivos trust is commonly called a living trust. They are a part of estate planning, so an attorney who focuses on wills, succession, estate planning work would be the ticket.
Posted by jizzle6609
Houston
Member since Jul 2009
14023 posts
Posted on 4/28/25 at 5:09 pm to
quote:

There's a guy around here with about 450,000 posts. See if he'll take you up on it


I’ll vouch for him and say that I’d gladly pay for his services.

Dude is brilliant.

You don’t have to like, but you have to admit my brothers.
This post was edited on 4/28/25 at 5:10 pm
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