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A huge, heart-felt "Thank you!" to all of our clients and everyone that took the time to vote for us. We take great pride in counseling our clients and we are thankful for the recognition. If you need estate planning, succession, or contract assistance, we continue to do a great deal of work remotely! Click Here to learn more.


How to Write an Olographic Will

Coronavirus has spurred considerations for the future and planning. To further assist you with those considerations, we provide a "How to" for writing a valid, handwritten Will and we also provide a sample, handwritten Will for your convenience.

Click Here for information on how to write a handwritten will.

 

 

 


Key Estate Plan Items During COVID-19

Like most other attorneys, we continue to work over the phone and online. Right now, many people are concerned they do not have a plan in place for emergencies like the current, corona virus situation.  While estate planning can be complex, if business and tax concerns are involved, for most people, however, basic components can provide peace of mind that your wishes are followed.

Everyone should have at least : 1) a Will, 2) a Power of Attorney, and 3) a Medical Directive ("Living Will").  Primarily, a Will allows you to outline how your assets will be gifted, while the Power of Attorney permits another person to act on your behalf for financial and health care decisions, and last, the medical directive provides guidance to medical professionals on your treatment, when the decision for terminal, end-of-life care arises.

Preparing those 3 documents now can alleviate conflict and court involvement, especially for issues with appointing a guardian over minor children and where someone becomes incapacitated and can no longer act for him or herself.

Aside from those 3 basic components, we also remind everyone to review their beneficiary designations on non-probate assets, such as retirement accounts, life insurance policies, and annuities.  If you are currently concerned that you have not implemented these 3 basic components, please reach out to us online or by phone and we will do our best to quickly accommodate you. For most of our estate plans, we provide affordable, flat fee pricing.


UPCOMING EVENTS/SPEAKING ENGAGEMENTS:

National Business Institute. Louisiana Trust Administration. Christie Tournet will present on this CLE topic on November 10, 2021, at 9:00 a.m. EST, online Webinar at https://www.nbi.sems.com.  

National Business Institute. Louisiana Estate Administration from Start to Finish. Christie Tournet will present on this CLE topic on March 14, 2022, at 11:30 a.m. EST, online Webinar at https://www.nbi.sems.com.  

 


PRIOR SPEAKING ENGAGEMENTS:

National Business Institute. Estate Planning Practice and Update 2021. Christie Tournet will present on this CLE topic on February 15, 2021, at 1:00 p.m. EST, online Webinar at https://www.nbi.sems.com.   

National Business Institute. Estate Inventory and Final Accounting.  Christie Tournet will present on this CLE topic on December 15, 2020, beginning at 1:00 p.m. EST, online Webinar at https://www.nbi.sems.com.

National Business Institute. Wills 101: Structures, Execution, and Authentication.  Christie Tournet authored and presented on this CLE topic on April 8, 2020, at 1:00 p.m. ESTby Audio Webinar. 

National Business Institute. Estate Planning: Document Review and Issue Spotting.  Christie Tournet authored and presented on this CLE topic on November 13, 2019, at 10:00 a.m. EST, by Audio Webinar. 

“Ask a Lawyer Days.” October 24, 2019, from 1:00 p.m. to 4:00 p.m. at the Causeway Branch of the St. Tammany Parish Library at 3457 Highway 190, Mandeville, LA 70471. Christie Tournet participated in the Southeast Louisiana Legal Services' Northshore Pro Bono Project wherein participants sat one-on-one with an attorney and got brief legal advice or direction at no charge.

Louisiana Heat Pump Association.  Christie Tournet presented to this group on Contractor Operations: Avoiding Common Pitfalls and facilitated a Q&A with the members after the presentation.

 

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NOTABLE CASES:

Succession of Tiffany Arthur, No. 20-CA-75 (La. App. 5 Cir., May 27, 2020).  The Fifth Circuit upheld the decision of the Trial Court, 24th Judicial District Court, that found in favor of the Defendant, a Trustee, that the Trustee need not deliver funds to a Succession Representative, where a Testamentary Trust provided that a minor child's interest in the trust had not terminated, but, even if the interest in Trust had terminated, the Trustee was still directed to deposit such funds in a Minor's account.  Christie Tournet, as Co-Counsel with a colleague, successfully represented the Defendant-Trustee at the trial and appellate levels.

 

Succession of Ernest Dopp, 2021-CA-0193 (La. App. 1 Cir., October 18, 2021).  The First Circuit upheld the decision of the Trial Court, 22nd Judicial District Court, that found in favor of the intestate heir, a child, that a purported, handwritten Will and Donation was invalid, where an ex-spouse purported to be a sole beneficiary of the Decedent's estate.  Christie Tournet successfully represented the Intestate heir, a child, at the trial and appellate levels.



PUBLICATIONS:

 


PRIOR SPEAKING ENGAGEMENTS:

National Business Institute. Estate Planning Practice and Update 2021. Christie Tournet will present on this CLE topic on February 15, 2021, at 1:00 p.m. EST, online Webinar at https://www.nbi.sems.com.   

 


PRIOR SPEAKING ENGAGEMENTS:

National Business Institute. Estate Planning Practice and Update 2021. Christie Tournet will present on this CLE topic on February 15, 2021, at 1:00 p.m. EST, online Webinar at https://www.nbi.sems.com.   

 


PRIOR SPEAKING ENGAGEMENTS:

National Business Institute. Estate Planning Practice and Update 2021. Christie Tournet will present on this CLE topic on February 15, 2021, at 1:00 p.m. EST, online Webinar at https://www.nbi.sems.com.   

 


PRIOR SPEAKING ENGAGEMENTS:

National Business Institute. Estate Planning Practice and Update 2021. Christie Tournet will present on this CLE topic on February 15, 2021, at 1:00 p.m. EST, online Webinar at https://www.nbi.sems.com.   

 


PRIOR SPEAKING ENGAGEMENTS:

National Business Institute. Estate Planning Practice and Update 2021. Christie Tournet will present on this CLE topic on February 15, 2021, at 1:00 p.m. EST, online Webinar at https://www.nbi.sems.com.   

March 2021 Sophisticated Woman: Spring Estate Planning Reminders

January 2021 Sophisticated Woman: Estate Planning for Parents

November 2020 Sophisticated Woman: Common Estate Planning Myths-Busted!

September 2020 Sophisticated Woman: Does Your Estate Plan Include Digital Assets?

July 2020 Sophisticated Woman: As Executor, What is your Job?

May 2020 Sophisticated Woman: Independent Administration of Estates

March 2020 Sophisticated Woman: Online Will Considerations

January 2020 Sophisticated Woman: Estate Plans for Small Business Owners

November 2019 Sophisticated Woman: Wills vs. Living Trusts: What is the Difference?

Estate Planning: Document Review and Issue Spotting

September 2019 Sophisticated Woman: Estate Planning for Second Marriages

July 2019 Sophisticated Woman: What is a Living Will

May 2019 Sophisticated Woman: Payable-On-Death Accounts and Your Estate Plan

March 2019 Sophisticated Woman: Common Myths for the Revocable Living Trust

January 2019 Sophisticated Woman: Useful Information for Estate Planning

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