Revocable trust plan executed; forced heirship addressed
The situation
Our client owned a Mandeville home, a brokerage account, and an interest in a family camp, with adult children from a first marriage and a surviving spouse from a second. She wanted a plan that provided for her spouse for life while ensuring the children ultimately received the family property.
What we did
- Designed a revocable trust with a lifetime usufruct-style benefit for the spouse and remainder interests for the children.
- Drafted a pour-over will, durable power of attorney, and healthcare directive.
- Analyzed Louisiana forced heirship rules for one child with a qualifying disability and structured the plan accordingly.
The result
The documents were executed with witnesses and a notary in our office, the brokerage account and home were retitled to the trust, and the family has a plan that will not require a contested succession.
Client identity withheld; identifying details generalized. Past results do not guarantee or predict a similar outcome in any future case.