Perez, McDaniel, Faust & Adams, LLP is a boutique law firm specializing in Estate Planning and Administration and Tax Law.  The firm was originally founded by Robert L. Perez, Donald H. McDaniel and Deborah C. Faust in 2007 after working for many years as partners in large downtown firms.  Beth-Anne Perez Watson and Orr Adams, Jr. both joined the firm as partners in early 2015.

 

At PMFA, we pride ourselves on providing our clients with customized estate planning that is drafted for the specific needs of each client.  Typical Estate Planning services include Wills, Financial Powers of Attorney, Medical Powers of Attorney and Living Wills.  Other documents that may be utilized depending on each client’s needs and desires are Trusts, Acts of Donation, Declaration of Specific Direction for Disposition of Remains and Cremation, and Anatomical Gifts.

 

For those clients with a need for tax planning, we work closely with the client to provide sophisticate tax planning tailored to the individual client, taking into consideration the needs and wants of the client.

 

We are also dedicated to guiding our clients through transferring assets after your loved one’s death.  Our lawyers have vast experience with navigating the probate process in Louisiana, the creation and administration of Trusts, valuations, preparation of Federal Estate Tax Returns, and defense of Federal Estate Tax Returns if audited.