Live In-Person

LA Specific

Trusts, Estates & Probate

Live In-Person

Louisiana Succession Disputes and Complex Assets

Credits Available
Credit Status Total
Louisiana CLE Approved 3.5 Total
Mississippi CLE Approved 3.5 Total
CPE for Accountants/NASBA Approved 4 Total
New Orleans, LA
3 hours 30 minutes
Kevin Naccari
Ryan Higgins
Bryce Denny
With Kevin Naccari Jr. from Liskow & Lewis, APLC + 2 others

Thu, Dec 10, 00:00 AM – 00:00 PM

Product ID 102591

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Course Includes
$299

Live In-Person Seminar Registration

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

When Heirs Fight, Creditors Circle, and Usufructs Stall the Sale

Your client's siblings are threatening to contest the will, the surviving spouse's usufruct is blocking a sale, and there's an IRS lien on the family camp. Now what?
This seminar tackles the contested, complicated, and high-stakes side of Louisiana succession practice: nullity actions, forced heirship disputes, community property classification fights, usufruct complications that derail closings, ancillary successions for out-of-state decedents who owned Louisiana real estate, and insolvent estates with competing creditors. Prepare to troubleshoot the unique issues Louisiana estates present - register today!

  • Explore the grounds for will nullity and the procedure for bringing a nullity action.
  • Advise forced heirs on actions to reduce excessive donations.
  • Identify and resolve community property classification disputes that arise at death.
  • Counsel heirs on the practical mechanics and complications of the Article 890 usufruct.
  • Navigate ancillary succession proceedings when a non-Louisiana domiciliary owns Louisiana property.
  • Manage complex creditor and lien issues in contested or asset-heavy successions.

Abbreviated Agenda

  1. Will Contests: Nullity Actions and Probate Litigation
  2. Forced Heirship In-Depth
  3. Community Property Disputes and Usufruct Complications
  4. Interstate and Cross-Border Successions
  5. Complex Creditor, Lien, and Solvency Issues

The Location

New Orleans, LA

Hilton New Orleans Airport
901 Airline Drive
Kenner, LA, 70062
See Location

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Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102591

Credit Details

Credits Available
Credit Status Total
Louisiana CLE Approved 3.5 Total
Mississippi CLE Approved 3.5 Total
CPE for Accountants/NASBA Approved 4 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Will Contests: Nullity Actions and Probate Litigation

    1. Grounds for Nullity (Absolute vs. Relative)
    2. Testamentary Capacity
    3. Fraud and Duress
    4. Procedure and Prescription
    5. Discovery and Evidence
    6. Settlement Considerations

  2. Forced Heirship In-Depth

    1. Who Qualifies
    2. Calculating the Forced Mass Across Inter Vivos and Mortis Causa Donations
    3. Action in Reduction
    4. Pretermitted Forced Heirs
    5. Donations Inter Vivos and Their Impact on the Succession

  3. Community Property Disputes and Usufruct Complications

    1. Tracing Separate Property
    2. Reimbursement Claims
    3. Classification of Business Interests and Retirement Accounts
    4. The Art. 890 Usufruct in Contested and Transactional Contexts
    5. Minor Bare Owners
    6. Usufruct Renunciation

  4. Interstate and Cross-Border Successions

    1. Louisiana Situs Rule for Immovables
    2. When to Open an Ancillary Succession in Louisiana
    3. Authenticating Foreign Probate Proceedings
    4. Non-Louisiana Domiciliaries' Rights to Louisiana Property
    5. Practical Workflow Considerations

  5. Complex Creditor, Lien, and Solvency Issues

    1. Priority of Claims Against the Estate
    2. Multiple Judgment Liens
    3. IRS Tax Lien Strategy
    4. Insolvent Estates
    5. Succession Representative Liability for Improper Distributions
    6. Negotiating With Creditors

Who Should Attend

This intermediate level, live in-person CLE seminar is designed for attorneys. It will also benefit accountants, tax professionals, fiduciaries, and paralegals.

Speakers

Kevin Naccari Jr.
Kevin
Naccari, Jr.
Liskow & Lewis, APLC
Ryan C Higgins
Ryan C.
Higgins
Gaudry, Ranson, Higgins & Gremillion, LLC
Bryce J Denny
Bryce J.
Denny
Law Office of Bryce Denny, L.L.C.
Speaker bio
Kevin Naccari Jr.

Kevin Naccari, Jr.

Liskow & Lewis, APLC
Kevin Naccari

is an associate attorney with Liskow & Lewis, APLC. in the firm's business transactions practice group focusing on tax and corporate law. With a background in accounting, he brings over seven years of experience as a corporate accountant to his legal practice. Mr. Naccari's experience spans a diverse range of businesses, from small-scale restaurants and convenience stores to large health insurance companies and pre-initial public offering retailers. During his time as an accountant, he focused on inventory system design, maintenance, and financial operations optimization. Mr. Naccari earned his bachelor's degree in accounting from Louisiana State University before receiving his J.D. degree, magna cum laude, from Loyola University New Orleans College of Law. During his time at Loyola Law, he served as a judicial extern to the Honorable Carl J. Barbier of the U.S. District Court for the Eastern District of Louisiana. Additionally, Mr. Naccari obtained an LL.M. degree from New York University.

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Speaker bio
Ryan C Higgins

Ryan C. Higgins

Gaudry, Ranson, Higgins & Gremillion, LLC
Ryan Higgins

is a partner with Gaudy, Ranson, Higgins & Gremillion, LLC. He has over ten years of experience in civil litigation, transactions, and estate planning. Mr. Higgins has first and second chair jury trial experience and has tried several bench trials to verdict. He has represented clients in commercial arbitration proceedings in various jurisdictions. Mr. Higgins is admitted to practice in all Louisiana state and federal courts, including the U.S. Fifth Circuit Court of Appeals. His practice focuses on representing companies and individuals in proceedings involving contract and business disputes, personal injury, construction, property damage, labor and employment, zoning and land use, trade secrets, unfair trade practices, administrative law, funeral and cemetery law, successions, and community property. Mr. Higgins' practice involves not only litigation, but also business matters and transactions involving contract drafting and negotiation, business formation, mergers and acquisitions, intellectual property, dissolution, collections, and lien rights under the Louisiana Private and Public Works Act. Before joining the firm in 2010, he earned his J.D. degree from Loyola University New Orleans College of Law where he served as print editor of the Journal of Public Interest Law and was an active member of the Trial Advocacy Team. Mr. Higgins is now an active member of the Jefferson Bar Association, having previously served as a director of the Young Lawyers Division. He also volunteers as a steering committee member for the National World War II Museum's Young Benefactors group. Mr. Higgins is "AV" rated by Martindale-Hubbell.

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Speaker bio
Bryce J Denny

Bryce J. Denny

Law Office of Bryce Denny, L.L.C.
Bryce Denny

is the owner of Law Office of Bryce Denny, L.L.C., where he primarily practices labor and employment law. He is admitted to practice in both Texas and Louisiana. Mr. Denny was re-appointed in 2017 to a three-year term on the Louisiana State Bar Labor Law Advisory Commission. He is a member of the State Bar of Texas and the Louisiana State Bar Association. Mr. Denny earned his B.A. degree from Austin College in Sherman, Texas and his J.D. degree from Baylor University.

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