New Orleans Estate PLG Council

The New Orleans Estate Planning Council, established in 1965, stands as a reputable association composed of esteemed professionals specializing in various disciplines related to estate planning. Our members include lawyers, certified public accountants, life underwriters, bank trust officers, certified financial planners, and planned giving professionals.

Vision and Mission

Our vision is to empower and support professionals in enhancing their knowledge, skills, and networks in the field of estate planning. We strive to foster a vibrant and inclusive environment where members can connect, learn, and collaborate.

Expertise and Services Offered

Our highly qualified members offer a wide range of expertise and services to meet diverse estate planning needs. These services include:

• Estate Planning Document Creation: Drafting and updating wills, trusts, power of attorney, and other essential estate planning documents.
• Tax Planning and Compliance: Guidance on optimizing tax strategies and ensuring compliance with estate tax laws.
• Asset Preservation Planning: Strategies for preserving wealth and mitigating potential risks through tools such as life insurance, annuities, and trust.
• Retirement Planning: Planning for the distribution of retirement assets in accordance with individual needs and goals.
• Business Succession Planning: Succession planning tailored to protect and transfer business interests smoothly and efficiently.

Commitment to Professional Development

The New Orleans Estate Planning Council prioritizes ongoing education and professional development. We host regular meetings, seminars, and workshops featuring industry leaders and experts. We also provide opportunities for networking and collaboration among our members.

Community Involvement

Our members are active participants in the community, volunteering their time and expertise to support various organizations that benefit from their knowledge and skills.