Baton Rouge Estate Planning Attorney

Perry, Atkinson, Balhoff, Mengis & Burns, LLC creates estate plans to meet the goals of our clients, including people with modest estates as well as high net worth individuals. Our clients’ goals include protecting their assets, planning for the future needs of their children, avoiding or minimizing estate taxes, specifying how they wish to be cared for in the event of an incapacitating illness or accident, and minimizing succession costs.

Joseph Mengis can prepare an estate plan to suit your specific situation. Depending upon your needs, your plan may include:

• A will.
• A trust, if appropriate and suited to your specific needs.
• Powers of attorney to name a trusted family member or other person to assist you with your financial or healthcare-related decisions in the event you become incapacitated.
• A declaration regarding life-sustaining procedures, commonly known as a “living will.”
• A matrimonial agreement, commonly known as a “prenuptial” agreement.
• Lifetime gifts to family members or others, if appropriate.
• A limited liability company.
• A family limited partnership.

Estate planning attorney

Joseph Mengis has been a featured speaker at the LSU Law School estate planning seminar each year since 1999. Mr. Mengis has been a featured speaker at estate planning seminars for Tulane Law School and Loyola Law School. Mr. Mengis also has taught the trusts portion of the Louisiana bar examination review course for graduating law school students since 2003.

For more information, contact estate planning attorney Joseph Mengis.

From our offices in Baton Rouge, estate planning lawyer Joseph Mengis serves clients throughout Louisiana, including Lafayette, Lake Charles, Alexandria, New Orleans, Covington, Mandeville, Hammond, Metairie, and East Baton Rouge Parish.