Estate Planning & Administration

Estate Planning & Administration

All of the attorneys at Weiler & Rees engage in the practice of estate planning and administration of estates and trusts.  Both Susan Peterson and John Weiler are Louisiana board certified as estate planning and administration specialists.  The firm has two offices conveniently located in south Louisiana for its clients, downtown New Orleans and Covington.

Estate planning services at the firm include:

  • simple and complex wills,
  • revocable living trusts,
  • charitable remainder and lead trusts,
  • life insurance trusts,
  • credit shelter trusts,
  • grantor retained annuity trusts
  • grantor retained income trusts
  • intentional defective grantor trusts
  • qualified personal residence trusts

The firm’s estate planning practice also includes:

  • special needs trusts,
  • powers of attorney,
  • family limited partnerships,
  • private foundations and similar entities, and
  • various other estate planning advice, documents and services.

Since four attorneys at Weiler & Rees hold Masters of Law in Taxation, our firm can offer sophisticated and advanced estate planning techniques usually only found in a  large law firm setting.  While the firm is large enough to handle these sophisticated estate planning issues, it is also small enough to give personal service and attention.

Weiler & Rees regularly advises fiduciaries of estates, trusts, curatorship and tutorship of various sizes.  The firm takes great care to make certain that the last wishes of the decedent are carried out and that property is transferred at death or during life in the most cost efficient and tax wise manner. Weiler & Rees prides itself on providing extremely high quality estate planning and administration services at competitive and reasonable fees.