Reliable New Orleans Estate and Tax Attorney
David "Bruce" Spizer has practiced law in greater New Orleans and the State of Louisiana for over 30 years. During that time, he has gained a reputation for dependable legal services related to estate planning and tax matters. He is Board Certified by the Louisiana Board of Legal Specialization both in Tax Law and in Estate Planning and Administration. He is a frequent lecturer in the areas of estate planning, tax and business planning, trusts and estates, deferred compensation and qualified retirement plans. Mr. Spizer has been selected as a Louisiana Super Lawyer since 2007. He has gained a reputation for providing dependable legal services related to estate planning and tax matters. Mr. Spizer is available to assist new individual and business clients on matters related to:
-Estate Planning and Administration of Estates
-Retirement Plans, Pension Plans and QDROs
1010 Common Street, Suite 1964
New Orleans LA 70112
Louisiana Trusts and Estates Attorney Helping You Plan
Providing for an orderly disposition of your estate to preserve family wealth
Bruce Spizer works with clients to develop an efficient estate plan that provides peace of mind and takes advantage of tax planning opportunities. He also works with families to handle the administration of the estate of a deceased family member. Mr. Spizer can assist you with all aspects of trusts and estate issues, including:
-Gift and Estate Taxes
-Power of Attorney
-Power of Attorney for Health Care
-Special Needs Trusts
-Probate and administration of an estate
Securing your legacy
You work hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you comfort. Mr. Spizer will thoroughly analyze your estate and determine the best means to transfer your assets, minimize taxes, provide for your children, care for your pets, support personal philanthropic causes and protect your loved ones.
Draft your last will and testament
Your will provides the opportunity to dispose of your property as you see fit, to establish care for your children, to protect the inheritance of your heirs by placing assets in trust and to express your wishes upon your death. A will is necessary if you want to leave property to those other than descendants and siblings, such as a domestic partner, friend or charity. If you die without a will, state law and the courts determine how your property is distributed and who cares for your children, often leading to results contrary to your desires. Mr. Spizer can draft a will that ensures your intentions will be honored.
Even if you currently have a will, you still need to frequently review your will and your estate plan. You should carefully consider how your desires expressed in your will are affected by changes in your personal life (such as marriage, divorce, the birth of children, an accident affecting the health of a spouse or a child, etc.) and changes in tax laws and Louisiana inheritance law. Mr. Spizer can help you revise your will to adapt to these important changes in your life and in your environment.
CAUTION: Louisiana has strict formalities regarding wills. If your will does not comply with these requirements, it shall be rendered null and void. Under these circumstances, the court shall refuse to probate your will and shall dispose of your assets as per Louisiana law rather than by your expressed wishes. Beware doing a will through an internet site. Although the cost is often less, you run the risk of having an invalid will, particularly if you are a Louisiana resident. You also miss out on counseling that helps you determine what is the best way to dispose of your estate.
Who will take care of your minor children upon your death?
If you have minor children, your will enables you to express your desires regarding who will care for them in the event of your death. This is particularly important for single parents and when a common accidents takes the lives of both spouses. If you do not name a tutor for your minor children, the court will ultimately decide this important issue. By leaving property in trust for minor children (and older children who are not ready to handle a large inheritance), you can ensure that funds will be available for your children later in life. You can also provide for someone to care for your pets and leave the pet caretaker money for that purpose.
Living Wills and Power of Attorney
A living will or declaration regarding life-sustaining procedures expresses your desires regarding medical intervention if you become severely incapacitated. By declaring that you do not want doctors and hospitals to engage in so-called heroic efforts to artificially prolong your life after it is determined you have an irreversible critical condition, you not only avoid personal suffering, but also give your family peace of mind in that they know your wishes and do not feel guilt over letting nature take its course.
A Power of Attorney appoints an agent to act on your behalf when you are unable to do so. It may give the agent broad powers to exercise complete control over your assets or may be limited to a particular transaction. You can also execute a Power of Attorney for Health Care to enable your agent to make medical decisions when you are unable to act. Mr. Spizer can assist you with these important documents that should be a part of every estate plan.
-Business Law; Closely Held Corporation Law; Corporate Law; Corporate Tax Planning; ERISA; Estate Planning; IRS Representation; Pension and Profit Sharing Law; Prenuptial Agreements; Qualified Retirement Plans; Tax Controversies; Trust Law; Wills; Federal Income Tax; Estate and Gift Taxation; Successions; Probate and ODROs
-1980, Louisiana, U.S. Tax Court, U.S. Court of Appeals, Fifth Circuit and U.S. District Court, Eastern District of Louisiana
-Tulane University, J.D.
-Board Certified by the Louisiana Board of Legal Specialization both in Tax Law and in Estate Planning and Administration.
-New Orleans, Louisiana State and American Bar Associations; New Orleans Estate Planning Council (President, 2000 - 2001); Association of Employee Benefit Planners of New Orleans (President, 1989 - 1990); Society of Louisiana Certified Public Accountants.
-Phi Beta Kappa; Order of the Coif. Member, Tulane University Law Review, 1979 - 1980. Certified Public Accountant, Louisiana, 1980.
-New Orleans, Louisiana, July 2, 1955
Juris Doctorate ,