Upon a person’s death, a succession is generally required, even in situations involving a trust. The succession process involves the filing of the deceased person’s will with the court and the transfer of the person’s assets to his or her heirs in accordance with the terms of the will. If a person dies without a will, the person’s assets are generally transferred to the person’s legal heirs, as defined by Louisiana law.
Joe Mengis is one of the most respected lawyers in Louisiana in the fields of estate planning, wills, and successions. He is routinely invited to prepare materials, deliver seminar lectures, and teach classes in this area. Additionally, he has served on the Louisiana Law Institute, an organization that advises the Louisiana Legislature.
Joe taught the successions portion of the Louisiana bar examination review course for graduating law school students from 2003 to 2014. He also has spoken numerous times on the topic of successions at continuing legal education seminars sponsored by the state’s law schools for practicing attorneys.
Joe has handled hundreds of successions over the course of his career, experience that helps him guide individuals and families through the process efficiently and cost-effectively.
Joe Mengis is a Fellow of the American College of Trust and Estate Counsel.