Rose S.

Sher

Rose is a board-certified estate planning and administration specialist, as certified by the Louisiana Board of Legal Specialization. She advises clients on all aspects of wills, trusts, estate and gift tax planning, asset valuations, business succession planning, and estate administration.

Rose represents a broad range of high-net-worth individuals and families. She understands the unique goals and needs of clients whose concerns include changes of control, succession planning, gift planning, planning for incapacity, marital property planning, planned charitable giving, and other sensitive issues. Rose also represents not-for-profit organizations.

Among other matters, Rose regularly prepares wills, trusts, powers of attorney, and marital property agreements. She also develops, documents, and executes complex wealth transfer, estate tax, and gift tax strategies; assists with estate administration; and prepares and reviews gift and estate tax returns. Rose has helped clients establish living trusts, charitable lead and charitable remainder trusts, and generation-skipping trusts. Additionally, she works with our litigation team to advise clients regarding fiduciary litigation cases.