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E&BPC of Baton Rouge is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
UPCOMING EVENTS
May 23, 2024
2nd Quarter Meeting
Elizabeth Carter
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August 22, 2024
3rd Quarter Meeting
November 14, 2024
4th Quarter Meeting
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National Association of Estate Planners & Councils
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Rebecca M. Hinton
- Tel: 225.381.0233
- Fax: 225.346.8049
- [email protected]
Taylor Porter Partner Rebecca Hinton represents individuals and businesses in the areas of trust and estates/estate planning; taxation; successions; tax-exempt organizations; corporate matters; and tax controversies.
Rebecca advises clients on formation and operations of entities for both tax planning and state law compliance issues, and drafting business documents to achieve client objectives.
Rebecca is ranked by her peers among the Best Lawyers in America in Trusts and Estates and Tax Law. In 2024, she was named Best Lawyers in America "Lawyer of the Year" in Tax Law; Trusts and Estates. Rebecca is a former adjunct professor at Louisiana State University Paul M. Hebert Law Center, and frequently presents at CLE and other seminars on the topics of federal estate and gift taxation, estate planning, and federal taxation.
Rebecca's additional tax law experience includes:
- Structuring and advising clients concerning business and personal financial transactions and options to lessen tax exposure.
- Handling large-scale Federal, state and local tax controversies with the Internal Revenue Service, Louisiana Department of Revenue and local taxing authorities, including audits, administrative negotiations, trial preparation and litigation.
- Assisting individuals and businesses in obtaining federal, state, and local tax and business incentives.
- Providing advice to nonprofit entities on formation, corporate governance, tax exemption, and compliance with tax-exempt law.
In her estate planning and administration practice, she assists clients with the preparation of their personal estate planning documents, ranging from traditional wills and powers of attorney to establishing large scale trusts, family limited liability companies, and long-term gifting plans to lessen Federal estate and gift tax exposure. She also supports clients in administering successions.
Rebecca serves is a past president of the Estate & Business Planning Council of Baton Rouge, an interdisciplinary organization for professionals involved in estate planning. Rebecca is a graduate of the 2021 Class of BRAC (Baton Rouge Area Chamber) Leadership Baton Rouge. In the community, Rebecca is a Board Member of the nonprofit SportsBR, and she is the director of the nonprofit, Center for Emotional Healing.
Rebecca earned her J.D., in 2006, from Louisiana State University Paul M. Hebert Law Center, where she was production editor of the Louisiana Law Review , and a member of the Order of the Coif. She earned a B.S. in Accounting, summa cum laude , from Louisiana Tech University, in 2003.
Articles and Presentations
- Recent Developments in Federal Gift and Estate Taxation , 2021 Esatate Planning Conference, Loyola University New Orleans, December 3, 2021
- The ABCs of 529 Education Savings Accounts: An Update on Federal Tax Guidelines and Southern State 529 Plans , The American College of Trust and Estate Counsel, December 2021
- Recent Developments in Federal Gift and Estate Taxation, Society of Louisiana Certified Public Accountants, Louisiana Tax Conference, December 2-3, 2021
- Recent Developments in Taxation of Interest to Estate Planners, 51st Annual Estate Planning Conference, LSU Law Center, November 18-19, 2021
- Recent Developments in Federal Gift and Estate Taxation, 30th Annual Tulane Estate Planning Institute, Tulane University Law School, October 29, 2021
- "Withdrawal Up to $10K from START College Savings Plan for K-12 Education Available Until End of Year," The Taylor RePorter Legal Blog, October 15, 2020
- Recent Developments- Federal Gift and Taxation, Tulane University Law School, 69th Tulane Tax Institute, November 20, 2020
- " There’s Still Time to Top Off HSA Contributions for 2019 through COVID Extended Tax Deadline ," The Taylor RePorter Legal Blog , June 11, 2020
- " IRS: Social Security Recipients to Get Stimulus Checks Without Filing Returns , " The Taylor RePorter Legal Blog , April 2, 2020
- Minors as Beneficiaries, Podcast with Simplifynance, March 2020
- " U.S. Tax Filing Deadline Moved to July 15, 2020 , " The Taylor RePorter Legal Blog , March 20, 2020
- " Tax News Regarding Coronavirus - IRS Defers Tax Payments by 90 Days Past April 15 Deadline ," The Taylor RePorter Legal Blog , March 18, 2020
- The Basics of Federal Tax: Selected Significant Federal Tax Issues Encountered by Lawyers, Presentation to the Federal Bar Association, 2019
- " Who Gets Prince's Little Red Corvette: Family Estate Fight Over $200 Million Provides Valuable Lesson to Get a Will in Order ," The Taylor RePorter Legal Blog , Aug. 13, 2019
- " New Louisiana Law Enables Parents to START Saving for K-12 Tuition ," The Taylor RePorter Legal Blog , Aug. 6, 2018
- Recent Devlopments in Federal Gift & Estate Taxation , Loyola University College of Law, Annual Estate Planning Conference (2015-2020)
- Estate Tax Repeal and Recent Developments in Estate and Gift Tax, Tulane University Estate Planning Institute (2017-2020)
- Recent Developments in Taxation of Interest to Estate Planners, Estate Planning Seminar, Louisiana State University (2015-2020)
- Recent Developments in Taxation of Interest to Estate Planners , Baton Rouge CPA Society Tax Day (2016-2019)
- Estate and Gift Tax Update, Baton Rouge Financial Planning Association (2018)
- Estate Planning for Families with Special Needs Lunch and Learn (2015)
- Legal Issues Every Nonprofit and its Board Members Need to Know. Louisiana Meet-the-Neighbors on Main Street, Louisiana Main Street Group (2015)
- "Giving Children a Right to Be Heard: Suggested Reforms to Provide Louisiana Children a Voice in Child Custody Disputes," 65 Louisiana Law Review 1539 (January 2005)
Trusts and Estates/Estate Planning
Successions
Tax-Exempt Organizations
Corporate Matters
Tax Controversies
Paul M. Hebert Law Center, Louisiana State University, J.D., 2006
Louisiana Tech University, B.S., Accounting, 2003
Bar Admissions
U.S. Tax Court
Professional Memberships & Associations
American Bar Association (Taxation Section)
Louisiana State Bar Association
Baton Rouge Bar Association
Estate & Business Planning Council of Baton Rouge (Past President)
BRAC Leadership Baton Rouge (2021)
SportsBR (Board Member)
Center for Emotional Healing (Director)
Former Adjunct Professor (Income Tax, LSU Paul M. Hebert Law Center)
Awards & Distinctions
AV Peer Review Rated by Martindale Hubbell
Best Lawyers in America - Trusts and Estates, Tax Law (Lawyer of the Year, 2024)
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Robert C. Schmidt
Phone: 225.382.4621 Fax: 225.388.9133
Bob Schmidt is of counsel in the Baton Rouge office of Kean Miller. He joined the firm in 2016 and has represented clients in the employee benefits and ERISA arena for more than 40 years. Bob worked with the United States Tax Court in Washington, DC as an attorney-adviser. He regularly assists employers of all sizes in developing and implementing pension and other employee benefit plans, and in regulatory and compliance issues involving those plans. He has drafted thousands of plans, including some for publicly-traded and privately-held companies, government and tax-exempt employers. He works with executive pay plans and deferred compensation arrangements. Bob advises employers with respect to plan maintenance, investment regulations, plan administration, and plan termination matters.
Bob has been listed in The Best Lawyers in America in Employee Benefits Law since 1984. He is AV-rated by Martindale-Hubbell and is Board Certified as a Tax Law Specialist by the Louisiana Board of Legal Specialization. Bob is listed among the top employee benefits and executive compensation lawyers in the State of Louisiana by Chambers USA 2022-2023.
Bob earned his B.S. from Yale University in 1968. He earned his J.D. from the University of Virginia in 1975 and his LL.M. in Taxation from Georgetown University Law Center in 1977.
- Admitted, Louisiana; Virginia
- Attorney-Adviser, United States Tax Court, 1975-1976
- American Bar Association
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- Estate and Business Planning Council of Baton Rouge
- Louisiana State Bar Association
- Retirement Law Changes Under the SECURE 2.0 Act of 2022 , Society of Louisiana CPAs (LCPA) New Orleans Chapter Monthly CPE Series, May 18, 2023
- Retirement Law After SECURE 2.0 Act , Estate and Business Planning Council of Baton Rouge, 2023
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Estate Planning
While we usually think of estate planning as just drafting legal documents like wills, trusts, powers of attorney and healthcare directives, the goal of good estate planning should also be to preserve the relationships between those you love—relationships that are often strained upon your disability or death.
Basic Estate Planning
Almost all adults need some form of estate planning to make sure that if they become incapacitated (unable either physically or mentally to take care of their assets or themselves) that they have appointed someone to take care of those things for them. This is usually accomplished through signing a power of attorney appointing an agent to make financial and health care decisions for you if you are unable to do so for yourself. Additionally, many people also want to sign a living will to tell their healthcare providers and loved ones what to do if they are in an end of life situation. Finally, a HIPAA authorization appointing those you choose to access your health care information — this can be very helpful for family members that might take you to doctor’s appointments or otherwise need to discuss your healthcare information with your healthcare providers or health insurance companies. Not having a durable power of attorney and health care advance directives in place can cost your loved ones a lot of time, money and heartache as they may have to file a guardianship (what’s called an interdiction in Louisiana) against you to get proper authority to make decisions or take action if you cannot.
Additionally, as a part of their basic estate planning, most people also need a will to pass on their assets to their family and loved one at their death. Without a will to transmit your property at death, you will die intestate and the state of Louisiana will decide who gets your property and it may not be those that you would have chosen. For instance, in Louisiana, if you die intestate and are married, your spouse does not inherit your property if you have children; rather, your one-half of the community property passes to your children with your spouse having a usufruct (or right to use) your property. Also, Louisiana has a concept called forced heirship that entitles some children (and grandchildren) to inherit from you even if you want to leave them out.
While a will directs your property to those of your choosing instead of those the state of Louisiana chooses, a will also requires probate (or what is called a succession in Louisiana) to actually change ownership of your assets when you die to those named in the will. To avoid the need for probate or a succession, many people choose to use a revocable living trust as a will substitute. A properly funded revocable living trust will transmit your property to your beneficiaries without the need for probate.
Louisiana’s inheritance laws are much different from other states. Because of this, it is very important to trust your estate planning to a legal team that has many, many years of estate planning experience. The attorneys at Legacy Estate & Elder Law have nearly 40 years of combined experience handling estate planning issues and they are also both board certified by the Louisiana Board of Legal Specialization in Estate Planning and Administration. Betty Raglin, who is located in our Lake Charles office is also Board Certified in Tax Law.
Beyond the Basics
While almost all adults need basic estate planning (including a durable power of attorney and healthcare directives), many people have needs that require estate planning beyond the basics. A family with a special needs child will need special needs planning — including a special needs trust and possibly a continuing tutorship or interdiction.
Others may need more sophisticated trusts to minimize or eliminate estate taxes or limited liability companies or other entities for asset protection planning. Business owners may need business succession planning (including buy-sell agreements) to ensure the smooth transition of their business to the next generation or a key employee. And still others, may wish to benefit one or more charities at their death and need charitable trusts or other estate planning to make sure their charitable intent is realized.
And while basic estate planning is almost always a part of taking care of an elder law client, many elder law clients need irrevocable trusts for Medicaid or VA Aid & Attendance planning.
So, if you are in the greater Baton Rouge area (including East Baton Rouge, Ascension, St. James, Iberville, Assumption, Livingston, Pointe Coupee or West Baton Rouge Parishes) or in the Lake Charles area (including Calcasieu, Cameron, Beauregard, Allen or Jefferson Davis Parishes) or in between in the Lafayette area or elsewhere in Louisiana, contact us today to schedule a consultation with a law firm well versed in Louisiana estate planning law to assist you with your needs.
- For years I wanted to prepare a will. For some reason I was scared to death. She answered a lot of my questions. When I meet with Linda and her staff they made me feel very much at ease. Giving me lots of information and facts about the law that I had no idea. I feel so much better that my wishes are in a Will. Thanks again to Linda and her staff. Anonymous
- Linda and her staff made the process of drafting a will so easy. She helped guide us through our goals and wishes as a young family to ensure our children would be taken care of and our assets would flow smoothly in the event of a death. William G.
- I cannot recommend them enough. We were able to get a will, trust, power of attorneys, living will...etc all as a flat rate package. No hidden fees, no run-around. Just straight forward, professional guidance. It feels good to have that squared away for our family. Bill G.
- Linda did an excellent job preparing our estate planning documents. She is prompt, courteous, and extremely knowledgeable. Austin H.
- Very professional, yet very friendly and caring services! We are totally pleased! Francis J.
[email protected] Phone: 225-744-0027 Fax: 225-744-0028
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IMAGES
COMMENTS
Estate & Business Planning Council of Baton Rouge - EBPC. · August 16, 2022 ·. Thank you to Franklin Foil, Louisiana State Senate, District 16, for being our guest speaker at the August 11 meeting of the EBPC of Baton Rouge.
UPCOMING EVENTS. May 16, 2024. 2nd Quarter Meeting . TBD . See Event Details. August 22, 2024. 3rd Quarter Meeting . TBD. See Event Details. November 14, 2024. 4th ...
Please contact [email protected] with questions about council membership. E&BPC of Baton Rouge is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee.
Justin is a member of the Baton Rouge Estate and Business Planning Council. Justin regularly advises clients concerning business and personal financial transactions, including developing the tax structure for sales, mergers or acquisitions of businesses, and drafting buy-sell agreements, asset or stock purchase agreements, operating agreements ...
Taylor Porter estate planning and tax attorney Rebecca Hinton has been appointed President of the Estate & Business Planning Council of Baton Rouge.Hinton formerly served as Vice President. The members of the Council are accountants, attorneys, life underwriters, trust officers and educators with an interest in estate planning and a commitment to high professional and ethical standards.
Throughout his career, he has taught Business Law, Business Law II, and Estate Planning at both the undergraduate and graduate levels. Insights. July 14, 2022 ... Estate and Business Planning Council of Baton Rouge (Member, 2000-2010, 2017-Present) Overview; Insights; Recognition; Education; Credentials; Memberships and Affiliations;
Rebecca serves is a past president of the Estate & Business Planning Council of Baton Rouge, an interdisciplinary organization for professionals involved in estate planning. Rebecca is a graduate of the 2021 Class of BRAC (Baton Rouge Area Chamber) Leadership Baton Rouge.
Justin is a member of the Baton Rouge Estate and Business Planning Council. Justin regularly advises clients concerning business and personal financial transactions, including developing the tax structure for sales, mergers or acquisitions of businesses, and drafting buy-sell agreements, asset or stock purchase agreements, operating agreements ...
Estate and Business Planning Council, Baton Rouge Chapter - 2017 - Present; American Bar Association - 2015 - Present; ... Estate planning can feel very overwhelming, but Siobhan was able to guide me through the process, so I was able to make informed decisions for the future. It is a relief to have a plan in place for my children's needs if ...
Estate & Business Planning Council of Baton Rouge - EBPC, Baton Rouge, LA. 4 likes. The Baton Rouge Estate and Business Planning Council (EBPC) is an interdisciplinary organization for professionals...
Charles Spencer is a business and estate planning lawyer in the Baton Rogue office of ... the Foundation for Excellence in Louisiana Public Broadcasting and a past president or chairman of the Rotary Club of Baton Rouge, the Istrouma Area Council of the Boy Scouts of America, Baton Rouge Public Radio, Inc., Junior Achievement of Baton Rouge and ...
The Office of the Planning Commission works to be a driving force supporting the development and implementation of the comprehensive plan, providing guidance for growth, development, and restoration. ... Metro Council. P.O. Box 1471 Baton Rouge, LA 70821. 225-389-3000.
Kevin Curry is an estate planning attorney in Baton Rouge, Louisiana. He is a partner in the firm and practices in the Baton Rouge-Bluebonnet office of Kean Miller. He joined the firm in 1995 and practices in the areas of estate planning, business and corporate, and tax. His practice includes estate planning, tax law, succession and probate law ...
Northshore Estate Planning Council Serving Covington, Hammond, Mandeville, Slidell, HD Contact Information Codie Laporte Regions Bank 400 Convention Street, Ste 900 Baton Rouge, LA 70802. Phone: (225) 388-2779. Fax: (225) 388-2794. Email: [email protected].
ESTATE AND BUSINESS PLANNING COUNCIL OF BATON ROUGE, INC. is a Louisiana Non-Profit Corporation filed on October 21, 1985. The company's filing status is listed as Active and its File Number is 34189241N. The Registered Agent on file for this company is Ryan Gisclair and is located at 6513 Perkins Road Suite 106, Baton Rouge, LA 70808.
An experienced Baton Rouge Estate Planning Attorney can help you ensure your will, trusts, and power of attorney are set up correctly. Skip to content. 225-343-1111. 225-343-1111. Firm History; ... Our business partner for life! I would totally recommend him to anyone needing representation!" Aishena P.
The Kean Miller estate planning team in Baton Rouge and The Woodlands locations provides a wide range of tax and estate planning services for individuals, including wills, successions, charitable trusts, gifting, federal estate tax planning, and transactional planning.We regularly assist clients in creating limited liability companies, partnerships and corporations.
Telephone: 832.494.1711 Fax: 888.781.0162. Lafayette. 600 Jefferson Street, Suite 1101 P.O. Drawer 2698 (70502) Lafayette, LA 70501. Call (225) 387-0999 - Kean Miller LLP is dedicated to serving our clients with a range of legal services including ERISA and Employee Benefits cases. Robert C. Schmidt - Baton Rouge ERISA Lawyer.
Free and open company data on Louisiana (US) company ESTATE AND BUSINESS PLANNING COUNCIL OF BATON ROUGE, INC. (company number 34189241N), 8555 UNITED PLAZA BLVD., 5TH FLOOR, BATON ROUGE, LA 70809
The attorneys at Legacy Estate & Elder Law have more than 30 years of combined experience handling estate planning issues and they are also both board certified by the Louisiana Board of Legal Specialization in Estate Planning and Administration. Betty Raglin, who is located in our Lake Charles office is also Board Certified in Tax Law.
Meet our team in Baton Rouge Call us at 800.308.4416 Contact Us 8550 United Plaza Boulevard, Suite 702 Baton Rouge, LA 70809 Ready to take the next step? ... Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors ("QPA"). ©2022 Burns Estate Planning and Wealth ...
Kinchen Walker Bienvenu Bargas Reed & Helm, LLC, is based in Baton Rouge, Louisiana, and serves clients throughout the area. To discuss your legal needs in a free initial consultation, call us at 225-292-6704, or send us an email. Planning your estate without the help of a knowledgeable lawyer can lead to serious legal disagreements and ...
Lawrence R. Anderson Jr. Baton Rouge, LA Estate Planning Lawyer with 53 years of experience. (225) 293-7100 11953 Coursey Blvd. Baton Rouge, LA 70816. Free Consultation Offers Video Conferencing Estate Planning, Bankruptcy, Business and Insurance Claims. Paul M. Hebert Law Center, Louisiana State University.
Chad Olivier is a prominent CERTIFIED FINANCIAL PLANNER™ practitioner that owns an innovative wealth management firm, Olivier Group, out of Baton Rouge, Louisiana.
A billboard welcomes drivers to the "Future City of St. George" on Coursey Boulevard near Sherwood Commons, Tuesday, September 10, 2019, in Baton Rouge, La.
The WSJ/Realtor.com Housing Market Ranking evaluates the 200 most populous core-based statistical areas, as measured by the U.S. Census Bureau and defined by March 2020 delineation standards ...