Perez McDaniel, Faust & Adams, LLP

For many folks here in Louisiana, especially when it comes to planning for the future, managing assets, or navigating the complexities of taxes and inheritances, having a law firm that truly specializes in these intricate areas is a real blessing. That’s where Perez McDaniel, Faust & Adams, LLP comes in. This New Orleans-based boutique law firm has carved out a sterling reputation by focusing intensely on Estate Planning and Administration and Tax Law.

Founded in 2007 by Robert L. Perez, Donald H. McDaniel, and Deborah C. Faust, who brought extensive experience from larger downtown firms, Perez McDaniel, Faust & Adams, LLP has quickly become a prominent player in the legal industry. They later welcomed Beth-Anne Perez Watson and Orr Adams, Jr. as partners, further enhancing their capabilities. What sets them apart is their unwavering commitment to providing customized solutions. They understand that every family and every financial situation is unique, and they pride themselves on drafting estate plans specifically tailored to the individual needs of each client. Whether you're looking to establish a will, plan for long-term care, or navigate the often-challenging process of settling an estate, their team brings a deep understanding and a dedicated approach to these sensitive and crucial legal areas. For locals, this means peace of mind knowing your affairs are in expert hands, right here in the heart of our community.

Perez McDaniel, Faust & Adams, LLP is conveniently located in one of New Orleans' most prominent downtown buildings, making it easily accessible for clients throughout the city and beyond. Their office can be found at 701 Poydras St #3640, New Orleans, LA 70139, USA. This address places them within the Hancock Whitney Center, a well-known skyscraper in the bustling Central Business District (CBD).

The Poydras Street location offers excellent accessibility. It's a major thoroughfare in New Orleans, well-served by various transportation options. For those driving, numerous parking garages are available within a short walking distance in the CBD, providing convenient solutions for clients traveling by car. Public transportation, including local bus routes and the iconic New Orleans streetcar system, also has stops nearby, making it easy to reach the office even if you prefer not to drive. Being situated in such a prominent and centrally located building underscores the firm's professionalism and commitment to providing a convenient and comfortable environment for their clients. For Louisiana locals, this means expert legal counsel is readily available and easy to access, right in the heart of our vibrant city.

Perez McDaniel, Faust & Adams, LLP specializes in a targeted set of legal services, offering deep expertise in areas that are crucial for individuals and families planning for their future, managing wealth, and navigating inheritance. Their focus ensures highly specialized and tailored advice. Here are their primary service areas:

• Estate Planning: This is a core service, where they work closely with clients to create comprehensive plans. This typically includes:
  • Wills: Drafting last wills and testaments to ensure assets are distributed according to your wishes.
  • Financial Powers of Attorney: Designating someone to manage your financial affairs if you become unable to.
  • Medical Powers of Attorney / Health Care Directives / Living Wills: Outlining your wishes for medical treatment and end-of-life care.
  • Trusts: Establishing various types of trusts (e.g., revocable, irrevocable, special needs) for asset protection, specific distributions, or tax planning.
  • Acts of Donation: Formalizing gifts of property or assets.
  • Declarations of Specific Direction for Disposition of Remains and Cremation: Specifying wishes regarding funeral arrangements and final disposition.
  • Anatomical Gifts: Facilitating arrangements for organ or tissue donation.
• Succession Administration (Probate): Guiding clients through the entire process of transferring assets after a loved one's death, which can be complex in Louisiana due to its unique probate laws. This includes:
  • Navigating the Louisiana probate process.
  • Trust administration.
  • Asset valuations.
• Tax Law / Tax Planning: Providing sophisticated tax planning tailored to individual client needs, particularly in relation to estates and inheritances. This includes:
  • Preparation of Federal Estate Tax Returns.
  • Defense of Federal Estate Tax Returns if audited.
• Family Investment Entities: Assisting with the creation and administration of entities designed to manage family investments.

Perez McDaniel, Faust & Adams, LLP distinguishes itself through several key features and highlights that underscore their expertise and client-focused approach, particularly in the complex fields of estate planning and tax law. These attributes make them a highly suitable choice for locals:

• Specialized Boutique Firm: Unlike larger general practice firms, PMFA is a boutique firm with a dedicated specialization in Estate Planning and Administration and Tax Law. This focused expertise ensures a deeper understanding and more nuanced approach to these specific areas.
• Experienced Founding Partners: The firm was founded by attorneys who previously held partner positions in large downtown firms, bringing decades of high-level experience and sophisticated knowledge to a more personalized setting.
• Customized Estate Planning: They pride themselves on providing customized estate planning solutions drafted specifically for each client's unique needs and desires, moving beyond generic templates.
• Deep Understanding of Louisiana Probate: Their lawyers possess vast experience navigating the specific and often unique probate process in Louisiana, which is crucial for efficient and effective succession administration.
• Sophisticated Tax Planning: The firm works closely with clients to provide sophisticated tax planning tailored to individual situations, taking into consideration personal needs and wants, especially concerning federal estate tax returns.
• Commitment to Excellence: Attorneys are known for their exceptional legal knowledge, meticulous attention to detail, and unwavering dedication to providing top-notch client service.
• Recognition: While specific individual accolades for all partners aren't always broadly publicized, co-founder Deborah C. Faust, for example, is a Fellow in the American College of Trust and Estate Counsel and has been recognized by inclusion in Super Lawyers and New Orleans Magazine Top Lawyers, showcasing the caliber of the team. Donald H. McDaniel has also been selected to Super Lawyers for multiple years.
• Supportive Client Guidance: They are dedicated to guiding clients through sensitive processes like transferring assets after a loved one's death, offering compassionate and clear legal support during often difficult times.

As a highly specialized and reputable boutique law firm, Perez McDaniel, Faust & Adams, LLP operates within a professional services framework. This means they do not typically offer "promotions" or "special offers" in the consumer-discount sense that one might find in retail or general services. Their value proposition is built entirely on their deep expertise in complex areas like estate planning, succession administration, and tax law, as well as their commitment to providing highly personalized and effective legal solutions.

Clients who seek out Perez McDaniel, Faust & Adams, LLP are looking for sophisticated, tailored advice and meticulous attention to detail for sensitive and significant personal and financial matters. Their professional fees reflect the specialized knowledge, extensive experience of their attorneys, and the individualized care they provide. While they do not engage in promotional pricing, potential clients can expect transparency regarding fees and a clear understanding of the scope of work during initial consultations. Their focus is on delivering exceptional legal value and achieving the best possible outcomes for their clients, rather than on discounted services.

For Louisiana locals interested in securing expert legal assistance with estate planning, succession administration, or tax law, reaching out to Perez McDaniel, Faust & Adams, LLP is straightforward.

• Address: 701 Poydras St #3640, New Orleans, LA 70139, USA
• Phone: (504) 717-4640
• Mobile Phone: +1 504-717-4640

You can contact them directly via phone to discuss your specific needs, whether it's setting up an initial consultation for estate planning, inquiring about probate processes, or seeking advice on tax-related legal matters. Their professional staff are ready to assist you and connect you with the appropriate attorney who specializes in your area of concern. When calling, it's often helpful to have a brief overview of your situation ready to ensure they can efficiently direct your inquiry.

For Louisiana locals, Perez McDaniel, Faust & Adams, LLP stands out as an exceptionally suitable and highly advantageous choice, particularly when it comes to the crucial and often sensitive areas of estate planning, succession administration, and tax law. Their suitability stems from several key factors that directly benefit our community members.

Firstly, their deliberate focus as a boutique firm specializing in these specific areas means they offer a depth of expertise that general practice firms might not. In Louisiana, with its unique civil law traditions influencing probate and property, having lawyers who are profoundly knowledgeable about our state's specific succession laws is invaluable. They understand the nuances of passing on assets, navigating family dynamics, and ensuring compliance with local regulations, providing tailored guidance that truly fits our local context.

Secondly, the firm's origins with experienced partners from larger firms indicate a high level of legal sophistication delivered with a more personalized, client-centric approach. For locals, this means getting top-tier legal advice without feeling lost in a large, impersonal practice. They prioritize customized estate planning, ensuring that your will, trusts, and other critical documents are meticulously drafted to meet your unique wishes and circumstances, rather than relying on generic templates. This bespoke service is particularly reassuring when dealing with such personal and significant matters.

Furthermore, their expertise in tax law, especially regarding federal estate tax returns and audits, offers a vital service for many Louisiana families managing complex assets. Proactive and expert tax planning can save families significant stress and financial burden, a benefit that resonates strongly with those planning for future generations.

Finally, their convenient location in the heart of downtown New Orleans makes them easily accessible, further demonstrating their commitment to serving the local community efficiently. For all these reasons, Perez McDaniel, Faust & Adams, LLP is an outstanding and highly suitable legal partner for any Louisiana local seeking expert, personalized, and deeply knowledgeable assistance with their estate planning, succession, and tax law needs, ensuring peace of mind for the future.