outsourcenola

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So far outsourcenola has created 10 blog entries.

Eric Schorr and Carole Cukell Neff discuss Carole’s charitable involvement.

Eric Schorr and Carole Cukell Neff discuss Carole’s charitable involvement. http://www.nolaestateplan.com/wp-content/uploads/2015/12/carole-neff.jpg Carole Cukell Neff, Managing Partner Location: New Orleans, Louisiana Direct: 504-582-1519 Toll Free: 800-247-2519 Main: 504-582-1500 Fax: 504-582-1555  Carole Cukell Neff is a Board-Certified Estate Planning & Administration Specialist certified by [...]

The Special Needs Trust Fairness Act is Law

Individuals with Disabilities can Establish Their Own Trust As of December 13, 2016, persons who are mentally capable will now be able to establish their own self-settled special needs trust (SNTs). Incredibly, this type of trust could be established before this date by a parent, grandparent, a guardian (tutor, in Louisiana) [...]

Keys to a successful GRAT

Keys to a successful GRAT So, your estate exceeds the Federal Estate Tax Exemption; or, maybe you’ve exhausted your Federal Estate Tax Exemption or Generation Skipping Transfer Tax Exemption. What can/should you do now? One option that is attractive in today’s low-interest rate environment is a GRAT.  The acronym “GRAT” stands for Grantor-Retained [...]

WARNING! Free Lunch Ahead

WARNING! Free Lunch Ahead Last week I met with an elderly lady (I’ll call her “Gloria”) who asked me to review an estate plan she was given at a free seminar. Well, it was not really a plan, but more like a proposal or a price list. Gloria had been invited to a [...]

10 Big Legal Mistakes Made by Startups

10 Big Legal Mistakes Made by Startups As commercial litigation attorneys, we have seen plenty of legal mistakes made by entrepreneurs and start-up companies. The following are some of the more common and problematic legal mistakes we have seen. Not making the deal clear with co-founders. Not starting the business as a [...]

Eric Schorr Discusses Forced Heirship in Louisiana

In this video, Eric Schorr discusses forced heirship in Louisiana Law. Mr. Schorr joined Sessions, Fishman, Nathan & Israel, L.L.C. in 2002, and practices primarily in the areas of Trusts, Estate Planning and Probate. Mr. Schorr is certified by the Louisiana Board of Legal Specialization as a [...]

Special Needs Trusts & the “ABLE” Act

Estate Planning for Children with Special Needs: "Special Needs Trusts" and the "ABLE" Act When seeking benefits for a disabled relative, it is important to know what all of your options are. The government offers different opportunities to receive benefits for your loved ones and an estate attorney, with expertise in Special [...]