Biography
I spent almost 20 years as a tax and estate planning lawyer. Along the way, I've served as a trustee and on the Louisiana Board of Tax Appeals for eight years, appointed by Governor Foster. Today, I consult with estate planning lawyers, CPAs and others on estate planning and business valuation, principally reviewing draft business valuation reports. I am available on a per diem or per hour basis. I also do a lot of speaking and writing. I also serve as a trust protector. I have co-authored two books: A Reviewer's Handbook to Business Valuation (with Timothy R. Lee) and Estate Planning for the Blended Family (with Emily Bouchard).
Industry Expertise (2)
Legal Services
Writing and Editing
Areas of Expertise (5)
Estate Planning
Tax
Writing
Succession Planning
Estate Tax Planning
Education (3)
Georgetown University Law Center : LL.M., Taxation 1988
Louisiana State University, Paul M. Hebert Law Center : J.D., Law 1986
Louisiana State University: B.S, Accounting 1982
Links (2)
Availability
- Keynote
- Moderator
- Panelist
- Workshop Leader
- Author Appearance
Fees
500 to 10000
*Will consider certain engagements for no fee
Social