Wealth Planning Law Group is a premier private wealth management and estate planning law firm based in New Orleans, serving clients nationwide. Specializing in protecting and preserving family legacies, the firm stands out through its deep expertise in tax minimization, asset protection, and comprehensive estate strategies, led by a Board Certified expert with over 30 years of experience.
The firm adopts a client-centered approach, focusing on ensuring that individuals—not the government—control asset distribution, minimize tax burdens, and safeguard wealth from creditors and lawsuits. It is particularly adept at serving high-net-worth individuals, business owners, families concerned about succession, and seniors planning for long-term care, leveraging advanced strategies to address complex financial and legal challenges.
Services Offered
- Estate Planning Attorney
- Tax Attorney
- Fundamental Estate Planning
- Asset Protection
- Business Succession Planning
- High Net Worth Planning
- Charitable Planning
- Elder Law
- Medicaid Planning
- Advanced Estate Planning
- Buy-Sell Agreements
- Estate Plan Design
- Long-Term Care Planning
- Income Tax Minimization
- Estate Tax Avoidance
- Wealth Transfer Strategies
Wealth Planning Law Group serves clients throughout the United States, with a physical presence in Louisiana including Orleans Parish and Jefferson Parish. The firm’s principal holds a Master of Laws in Taxation (LL.M.) from Emory University, is Board Certified in Estate Planning and Administration, and has been recognized among the Top 100 Estate Planning Attorneys in the country by Worth Magazine.
