Workshop 1: Fundamentals of Estate Planning
A streamlined overview of the essential estate planning tools financial professionals encounter every day. Topics covered:
Core Estate Planning Tools
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Wills vs. trusts
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Community vs. separate property
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How legal documents align with investment planning
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Importance of coordinated planning across disciplines
Types of Trusts & Successions
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Revocable and irrevocable trusts
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Testamentary vs. notarial wills
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Louisiana succession process basics
Disability & Incapacity Planning
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Legal solutions that protect clients during incapacity
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Avoiding guardianship and court intervention
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Planning to maintain financial continuity
Powers of Attorney
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Financial vs. healthcare POAs
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Why account access often fails without proper documents
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The compliance perspective for fiduciaries
Benefits of a Team Approach
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Attorney + financial professional + tax advisor collaboration
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How coordinated planning reduces liability and client confusion
Workshop 2: Settling Successions in Louisiana
A practical guide to help financial professionals support clients through the after-death process. Topics covered:
Planning Strategies That Save Time & Money
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Steps advisors can take while clients are alive
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Common pitfalls and how to prevent them
When Succession Is Required
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How to determine when probate must occur
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What documents and information do families need
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Guiding clients to the right next steps
Assets That Bypass Probate
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Beneficiary designations
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Trust-owned assets
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POD/TOD accounts
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How to structure client accounts for smooth transfer
Understanding Louisiana Inheritance Laws
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Community property
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Usufruct
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Forced heirship
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Key differences from common-law states
Avoiding Capacity Issues With Fiduciary Accounts
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Red flags financial professionals must watch for
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How to maintain access and continuity
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Proper handling of account freezes
Request a Continuing Education Workshop
Our CE programs help financial professionals better serve their clients and reduce risk in their practices.
To schedule a session for your team, contact:
Kim Morrison
(504) 831-2348
kim@morrisonlawplc.com
