To Book Order Form
See Detailed Table of Contents

PATRIMONY

Estate Planning Louisiana Style

A book by a practicing Attorney and CPA


This is a book directed to lay persons in Louisiana who want to know more about the laws that affect them in their lifetime planning and in their estate planning. The best estate plan is a lifetime plan that takes into account all of the aspects of a good life while the person is alive and then a good plan of distribution at the end of life.

The book is 273 pages in length and covers many of Louisiana's laws that affect a person during lifetime, discussions about the need or lack thereof for a will, what a will consists of, understanding the administration of a succession after death, social security retirement benefits and some other comments appropriate to lifetime planning. In addition, the impact of Federal Estate Taxes and Federal Gift Taxes are discussed. A listing of the chapter headings is as follows: 

                  TABLE OF CONTENTS
    PREFACE. . . . . . . . . . . . . . . . . . . 1
    CHAPTER 1.   The Civil Law and Louisiana. . .5
    CHAPTER 2.   STATUS OF PERSONS. . . . . . . 17
    CHAPTER 3.   STATUS OF PROPERTY. . . . . . .41
    CHAPTER 4.   INHERITANCE WITHOUT A WILL . . 81
    CHAPTER 5.   WILLS AND TESTAMENTS . . . . . 97
    CHAPTER 6.   MATRIMONIAL REGIMES  . . . . .119
    CHAPTER 7.   ESTATE ADMINISTRATION  . . . .141
    CHAPTER 8.   LOUISIANA INHERITANCE TAXES. .155
    CHAPTER 9.   FEDERAL ESTATE TAXES . . . . .165
    CHAPTER 10   GIFTS. . . . . . . . . . . . .185
    CHAPTER 11   TRUSTS . . . . . . . . . . . .195
    CHAPTER 12   SOCIAL SECURITY. . . . . . . .217
    CHAPTER 13   BUSINESS OWNERSHIP . . . . . .237
    CHAPTER 14   OTHER LIFETIME PLANNING. . . .245
    Index . . . . . . . . . . . . . . . . . . .273


See below for a site to review the detailed table of contents of this book and a site for an order form.

If you need to contact the author, here is the data:
    Marvin E. Owen
    3036 Brakley Drive
    Baton Rouge, La 70816
    ph 225-292-0099
    FAX 225-296-5780
    e-mail marvin@meocpa.com
    Author's Homepage
  • See the Table of Contents
  • Order Form
    • You can reach the author by e-mail at: marvin@meocpa.com

    copyright © 1999-2001 three creeks crossing, limited