Lagniappe

Carla Sibille was recognized as a 2021 Louisiana State 4-H Alumni Award winner by the Louisiana 4-H Foundation for her leadership and contributions to the East Feliciana 4-H Program. 4-H is the largest youth development program in Louisiana, and Carla has served for three (3) years as a volunteer club sponsor and President of the East Feliciana 4-H Foundation, Inc. (Pictured in the photo are Carla and East Feliciana 4-H Agent Xavier Bell)

Lukinovich APLC celebrated its 25th + 1 Firm anniversary at a Gala held at the Champagne Palace in Elmwood. The party had to be rescheduled two times due to the pandemic, causing the celebration to be delayed a year. There were 200 invited guests that attended. Below are pictures of 1) David giving his speech, 2) the beautiful cake, and 3) a group photo of all current and former LAPLC employees that attended. Also below is an employee presentation of current and some former employees and their families that were shown at the Gala. All had a great time celebrating the 26 years that the Firm has brought many clients their “Legacies to Life”.

Rachelle Livaudais, executive assistant to David Lukinovich, was recently awarded her 20th Anniversary Service Award in Recognition of her 20 Years of Dedication and Outstanding Contributions to the Growth and Recognition of the Lukinovich APLC Law Firm. Congratulations to Rachelle for her long service and invaluable contributions to our firm. Pictured in the attached photo are, from left to right, President Carl Servat, Rachelle Livaudais and CEO David Lukinovich.

David Lukinovich was honored by Franciscan Missionaries of Our Lady University for his service on the Development Board and continued support of the University. This honor was bestowed during the University’s Fete des Fideles Event celebrating 95 years of Franciscan Servant Leadership by the University.

Carla Sibille gave a presentation on “Usufructuary Accounting and QTIP” at the 48th Annual LSU Estate Planning Seminar. If you have any questions on the subject of usufructuary accounting and QTIP, you may contact Carla by emailing her at carla@lukinovichlaw.com.

Carl Servat was elected to serve as the Chair of the Louisiana Board of Legal Specialization. Carl will serve as Chair of the Louisiana Board of Legal Specialization from July 1, 2018 to June 30, 2019. Carl also was elected to serve as a Member of the New Orleans Estate Planning Council Executive Committee. Carl’s six (6) year term with the New Orleans Estate Planning Council Executive Committee will begin July 2018.

Our Sr. Attorney, Carl Servat, gave a presentation on “Taxation of Usufruct” to a group of CPAs at the LCPA Conference at the Riverside Hilton Hotel in New Orleans, Louisiana. If you have any questions on the subject of Taxation of Usufruct, you may contact Carl by emailing him at carl@lukinovichlaw.com.

David Lukinovich began his second term as President of the Baton Rouge Legatus Chapter which is one of the largest chapters in the country. Legatus consists of Catholic CEO’s whose mission is to study, live and spread the Faith in our business, professions and personal lives. Please feel free to contact David if you would like more information or would like to join Legatus. Legatus has Louisiana Chapters in New Orleans, St. Tammany, Houma-Thibodaux, Baton Rouge, Lafayette and Lake Charles.

Carl Servat gave a presentation on “Exit Strategies and Considerations for Business Owners” to a group of Attorneys, CPAs and financial advisors at the Loyola Estate Planning Conference in New Orleans, Louisiana. For your perusal, his presentation is attached below. If you have any questions after reviewing Carl’s presentation, you may contact Carl by emailing him at carl@lukinovichlaw.com.

Bonnie Wyllie gave a presentation on “Charity Issues – Threshold for Foundations” to a group of Attorneys, CPAs and financial advisors at the Loyola Estate Planning Conference in New Orleans, Louisiana. For your perusal, her presentation is attached below. If you have any questions after reviewing Bonnie’s presentation, you may contact Bonnie by emailing her at bonnie@lukinovichlaw.com.