Miriam Wogan

Henry

Position: Partner
Office: New Orleans

Miriam Wogan Henry is a partner in the Tax Practice Group and a member of the firm’s board of directors. She provides strategic counsel to clients on a broad range of tax, charitable, and estate planning matters that help individuals and families achieve their unique professional and personal objectives.

Miriam is a highly respected tax and estate-planning attorney with decades of experience providing sophisticated, strategic, and integrated counsel to individuals, family offices, business owners, and charitable organizations with unique needs. Over the course of her career, Miriam and her team have helped numerous clients reduce tax exposure, preserve wealth, achieve charitable and philanthropic goals, and support the smooth transition of business leadership from one generation to the next through multigenerational planning.

She understands the complex, often-sensitive concerns that arise at the intersection of business and family interests. Miriam works directly and closely with her clients to pursue tax- and mission-driven strategies that acknowledge and align the varying personal and business interests of entrepreneurs, owners, next-generation leaders, family members, and other stakeholders. As a strategic advisor, she helps clients identify and analyze tax, business, and charitable opportunities, develop effective tactical plans, and assemble the appropriate resources to put these initiatives into action.

In advising clients, Miriam covers the spectrum of tax and estate-planning issues, including family wealth transfers, charitable giving, and business succession planning. She works with her team of experienced partners and associates to coordinate and document wills, trusts, powers of attorney, marital property, and other agreements. Miriam also advises clients in connection with gift, estate, and generation-skipping tax matters, regularly represents clients before the US Internal Revenue Service and state tax authorities, and helps clients avoid, minimize, and resolve disputes in the context of audits, fiduciary litigation, transfer tax controversies, and related matters.

Miriam is one of a select number of attorneys to be named a fellow of the American College of Trust and Estate Counsel (ACTEC), for which she has served as the Louisiana State Chair and currently serves as a member of its Board of Regents. Within ACTEC, Miriam is active on the Business Planning Committee and the Fiduciary Administration Committee and co-chairs the Audit Committee. She has been certified by the Louisiana Board of Legal Specialization as a Board-Certified Estate Planning and Administration Specialist and is a member of the Louisiana State Law Institute’s Trust Code Committee and its Succession and Donations Committee.

Committed to increasing and expanding knowledge about tax and estate-planning issues, Miriam speaks frequently at conferences, seminars, webinars, and other events across the country, including the Heckerling Institute on Estate Planning, the Southern Federal Tax Institute, the Tulane Tax Institute, the LSU Annual Estate Planning Conference, and the Tulane Estate Planning Institute, as well as at various ACTEC and Louisiana CPA Society conferences.

Prior to joining Jones Walker, she served as a law clerk to Judge Frank J. Polozola of the US District Court for the Middle District of Louisiana. Committed to civic engagement and community service, Miriam has served on the boards of Trinity Episcopal School and the Louisiana SPCA, and currently serves on the board of the Greater New Orleans Foundation.