Successions

Successions in Louisiana

In Louisiana, the legal process commonly known as probate in other states is referred to as a succession. A succession is a court proceeding that validates the will of the deceased, addresses their financial affairs, and transfers property to the rightful heirs. While many law firms handle successions, few can manage all aspects, including real estate title issues, parish property taxes, state and federal taxes, or IRS matters.

Why Butler McDonald is Different

At Butler McDonald, we offer comprehensive services for successions, addressing the three areas that most commonly create conflict:

1. Executor Disputes
2. Tax Issues at the Parish, State, and Federal Levels
3. Real Estate Title Complications

Unlike many firms that outsource tax and real estate issues to third parties, we handle everything in-house. Our team includes two attorneys admitted to the U.S. Tax Court, Certified Public Accountants (CPAs), and a Louisiana-licensed title attorney. This all-inclusive approach saves you time, money, and the hassle of working with multiple entities.

Get Expert Guidance from Start to Finish

The first step in managing the affairs of a loved one who has passed is a free consultation. We will thoroughly assess your situation and provide you with a clear understanding of your options and obligations. There's no pressure to retain us—just an honest evaluation and guidance on the next steps.

Handling Taxes in Successions

When a loved one passes, it’s not uncommon to discover unresolved tax liabilities. Executors are responsible for winding down the estate’s tax affairs properly or risk personal liability for unpaid debts. This includes filing the decedent’s final tax return at both the federal and state levels.

At Butler McDonald, we have successfully represented estates in Louisiana courts and helped resolve outstanding debts with the IRS and the Louisiana Department of Revenue. Whether it’s an offer in compromise, payment plan, penalty waiver, or other tax solutions, we have the expertise to guide you through the process.

Free Consultation for Tax-Related Succession Issues

Taxes after a loved one’s death can be complex, but we’re here to simplify the process for you. Schedule a free consultation with us today, and we’ll explain your options and what steps to take next.