Jones Walker LLP

Private Wealth Law Department

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The trusts and estates team at Jones Walker advises high net worth clients and closely held business owners on estate planning, tax and business succession planning and philanthropic ventures. The firm also handles trusts and estates litigation, as well as tax controversy matters.

"I think it is an excellent firm with a lot of depth," a source reports, adding: "They have a great team, I think the people are good." Another says: "They have great tax lawyers and are a greatly respected firm."

Notable practitioners

David Edwards advises clients on trusts and estate planning matters, as well as charitable planning. One of Edwards' peers describes him as "an excellent HNW attorney," explaining that he "combines excellent skills and capabilities – knowing the high-level tools – with a personal rapport with clients that I think is brilliant. He has all the skills, the tools, he knows the law, and he can handle the family issues that accompany trusts and estates work." Another source says it is "great to work with him," adding that "I use him a lot because he is very well respected in Louisiana and nationally in the legal community. He's very well connected, and people use him to run ideas by. His clients enjoy working with him, and he gets referrals a lot; it shows how trusted he is because he is high on other attorneys' lists."

Miriam Wogan Henry assists clients with estate planning, business succession and charitable planning. She also handles gift and estate tax matters and represents clients before the Internal Revenue Service in tax audits. A source reports: "She is very good. Clients are happy when they are referred to her."