Adams & Reese LLP

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Adams and Reese is a multi-disciplinary law firm with offices in Baton Rouge, Birmingham, Houston, Jackson, Memphis, Mobile, Nashville, New Orleans, Sarasota, St. Petersburg, Tampa and Washington, DC

Adams & Reese LLP
1 Shell Square
701 Poydras St #4500
New Orleans LA 70139
Tel: 504 581-3234
Fax: 504 566-0210

Estate / Wealth Planning

The Adams and Reese Estate and Wealth Planning/Family Business Consulting Team encompasses one of the largest estate and trust groups throughout the southern United States. We represent some of the most venerable and recognized families in industries such as oil and gas as well as newer wealth from technology and real estate. In that spirit, Adams and Reese provides discrete and knowledgeable counsel for the management and preservation of multi-generational family assets.

But we go beyond the legal requirements of the family. Our attorneys often become a valued sounding board for personal and charitable decisions, an objective ear to resolve family conflicts and messenger of critical communications. Recommending resources that fit the unique circumstances and goals of each generation, Adams and Reese earns trust and loyalty that carry through a variety of life and business transitions.

Our Attorneys

We would describe our approach as creative yet cautious in blending smart estate and income tax strategies with an open-minded view of each family’s business and charitable goals. The same holds true in strategies to help the next generation manage wealth and their individual life pursuits. Attorneys on our team hold membership in the American College of Trust and Estate Counsel, are board certified in tax law or hold a Master’s in Taxation.

Drawing from other in-house resources as well as collaborating with a family’s other advisors, Adams and Reese brings knowledge of the real estate, oil and gas, intellectual property, environmental, maritime, transportation, timber, automotive and entertainment industries, among others.

Core Practice and Clients

Adams and Reese represents multi-generational family enterprises as well as the nonprofit organizations, foundations and educational institutions they have developed. Our primary areas of practice include:

Planning/Administration: integrating multi-generational estate plans while taking into account estate and gift tax and income needs. We manage compliance and reporting to minimize taxes for younger and older generations and assist with transfer of wealth, valuation and business succession planning. We also are experienced in trust and estate probate administration.

Trust and Estate Controversy: advising family members in conflict by understanding the dynamics of each family and their overall values — promoting family harmony through various tactics while mitigating risk of litigation.

Philanthropy: helping family members identify charitable goals and structuring of charitable giving, planning and development of remainder trusts, foundations and other vehicles to sustain philanthropy. We also assist frequently with management of charitable institutions founded by our clients, including charter schools and not-for-profit organizations.