I am a CPA and attorney. I have been a CPA since 1994 and an Louisiana attorney since 2000. The Louisiana Board of Legal Specialization has designated me as a Board Certified Estate Planning and Administration Specialist (since 2008), as well as a Board Certified Tax Law Specialist (also since 2008).
My practice focuses strongly on the needs and issues particular to farmers, middle income clients and small business owners. These include issues such as estate tax reduction, medicaid long-term care planning, special needs planning, asset protection planning, and small business protection planning.
Plans I regularly recommend and personally draft for my clients include tax reduction trusts, revocable trusts, irrevocable trusts (for long term care qualification), special needs trusts, probate avoidance plans, last wills and testaments, asset protection trusts, litigation avoidance plans, charitable trusts, income and estate tax savings plans, and various legal entities such as limited liability companies (LLCs) and S corporations. I also have a steady probate practice.
I regularly qualify clients for medicaid long-term care benefits who have not engaged me for pre-planning and who find themselves having to go into a nursing home. For these clients, I regularly achieve savings in excess of 50%+ off their nursing home costs, even though these same clients are routinely told by others that they have to spend down their assets to $2,000 or less.
Originally being from New Orleans, I have two office locations; the primary office in Alexandria and the satellite office in Mandeville (where I have a secondary residence).
Call me at (318) 588-8568 (Alexandria), or (985) 264-9822 (Mandeville), or toll free at (844) 829-5291. Visit my website and BOOK A FREE CALL with me at https://vicknairlawfirm.com/becoming-a-client/