Mission Statement
The Estate Planning Group
at Livaccari Villarrubia Lemmon L.L.C.

     The estate planning practice group for our firm focuses exclusively on estate and trust planning, multi-generational wealth planning, successions and probate, business succession planning, sales and acquisitions of businesses, charitable planning and tax planning strategies. We provide customized solutions, exceptional service and expert guidance to meet our client’s estate and wealth planning objectives. We offer guidance and counseling uniquely tailored to our client’s individual estate planning needs, so that our client’s wealth is protected from various threats including lawsuits, taxes, divorce and similar obstacles to the protection and transmission of everything that you have worked so hard to accumulate.

     We believe in a collaborative team based approach in which several of our team members will work with you, your family, your financial advisor and accountant so that a comprehensive plan can be implemented in a timely and cost effective manner. We believe that a team based approach provides our clients with the most sophisticated, comprehensive and effective estate planning possible. To that end, we encourage our clients to invite their financial advisor and CPA into the estate planning process.

     We have assisted thousands of individuals, families and businesses throughout Louisiana in protecting their wealth for generations to come. In most cases, the planning process will substantially reduce, and sometimes eliminate, taxes that would otherwise be due. We believe that government intervention can and should be reduced to an absolute minimum. Our goal is to provide high-quality solutions rather than products. This requires a holistic approach to develop a comprehensive assessment of the client’s objectives and state-of-the-art solutions to their unique needs. There is no “one size fits all” solution for each client. With your input and assistance, our attorneys and our staff will create a wealth transfer plan that is custom designed to meet your particular estate planning goals.