NEW ORLEANS ESTATE PLANNING COUNCIL

The presentation will cover the tax effects, estate planning, open questions on the impact on property ownership, etc

About Our Speakers

Laura Walker Plunkett joined Stone Pigman Walther Wittmann L.L.C. in 2002, where she is a member of the Management Committee and chairs the Firm's wealth advisory practice groups (Trusts and Estates; Nonprofits; and Fiduciary Litigation).  She is an Estate Planning and Administration Specialist, Certified by the Louisiana Board of Legal Specialization.  Prior to moving to Louisiana, she practiced in McLean, Virginia with McGuireWoods.  She concentrates her practice in the counseling of owners of privately-held businesses and high net worth individuals in their estate, tax and business succession planning and philanthropic endeavors, including private foundations, plus succession administration, including high-stakes fiduciary litigation. 

Ms. Plunkett graduated with distinction in 1997 from the Emory University School of Law and was a member of the Moot Court Society.  She earned an advanced legal degree in taxation from the New York University School of Law in 1999.  She received her undergraduate degree in 1993 from Emory University.  She is admitted to practice law in Georgia, Alabama, Virginia and Louisiana. 

Ms. Plunkett is a Fellow in the American College of Trust and Estate Counsel.  She was an officer of the Tax Section of the Louisiana State Bar Association from 2004 to 2013, when she completed her service as Chair of the Tax Section.  Ms. Plunkett is a member of the board the New Orleans Estate Planning Council.   She is also a member of the Board and a past president of the Symphony Volunteers, Inc., for which she has served as an officer since 2005, and serves on the Louisiana Philharmonic Orchestra Southshore Advisory Council.  Ms. Plunkett is a graduate of the 2006 CBNO/MAC Metropolitan Leadership Forum and a 2014 graduate of the New Orleans Regional Leadership Institute.  She is a member of the Tulane Estate Planning Institute Advisory Board; New Orleans Bar Association, Wills/Trusts/Successions Committee; and the Greater New Orleans Foundation Cornerstone Council.  She is a frequent author and speaker.  

Susan J. Burkenstock, graduated from St. Mary' s Dominican College, B.S., cum laude, 1979 Loyola University, J.D., 1982, is now employed by Elkins, P.L.C. A Professional Law Corporation at 201 St. Charles Avenue, Suite 4400 New Orleans, LA 70170.

Susan is a member of American Bar Association; Louisiana State Bar Association (Chair, Trusts, Estates, Probate and Immovable Property Section); New Orleans Bar Association, Past Chair; Estate Planning and Administration Advisory Commission, Executive Board; New Orleans Estate Planning Council; St. Thomas More Catholic Lawyers Association (Past President).

Susan J. Burkenstock has been admitted in 1982, Louisiana; U.S. District Court, Eastern, Western & Middle Districts of Louisiana; U.S. Tax Court; U.S. Court of Appeals for the Fifth Circuit. Her practice areas include Estate Planning; Probate; Real Estate; Intellectual Property; Business Planning; Real Estate Development; Taxation.

Susan J. Burkenstock's college education includes St. Mary' s Dominican College, B.S., cum laude, 1979, law school degree was from Loyola University, J.D., 1982, other biographical background includes Phi Delta Phi; President, St. Mary's Dominican College Student Body Association, 1973-74. (Board Certified Estate Planning and Administration Specialist, Tax Law Specialist, Louisiana Board of Legal Specialization).