Theodore David Vicknair Sr.
Vicknair Law Firm, LLC
- Biography
I am a CPA and attorney. I have been a CPA since 1994 and an Louisiana attorney since 2000. The Louisiana Board of Legal Specialization has designated me as a Board Certified Estate Planning and Administration Specialist (since 2008), as well as a Board Certified Tax Law Specialist (also since 2008).
My practice focuses strongly on the needs and issues particular to farmers, middle income clients and small business owners. These include issues such as estate tax reduction, medicaid long-term care planning, special needs planning, asset protection planning, and small business protection planning.
Plans I regularly recommend and personally draft for my clients include tax reduction trusts, revocable trusts, irrevocable trusts (for long term care qualification), special needs trusts, probate avoidance plans, last wills and testaments, asset protection trusts, litigation avoidance plans, charitable trusts, income and estate tax savings plans, and various legal entities such as limited liability companies (LLCs) and S corporations. I also have a steady probate practice.
I regularly qualify clients for medicaid long-term care benefits who have not engaged me for pre-planning and who find themselves having to go into a nursing home. For these clients, I regularly achieve savings in excess of 50%+ off their nursing home costs, even though these same clients are routinely told by others that they have to spend down their assets to $2,000 or less.
Originally being from New Orleans, I have two office locations; the primary office in Alexandria and the satellite office in Mandeville (where I have a secondary residence).
Call me at (318) 588-8568 (Alexandria), or (985) 264-9822 (Mandeville), or toll free at (844) 829-5291. Visit my website and BOOK A FREE CALL with me at https://vicknairlawfirm.com/becoming-a-client/
- Practice Areas
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
- Elder Law
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Real Estate Law
- Commercial Real Estate, Condominiums, Easements, Eminent Domain, Homeowners Association, Land Use & Zoning, Mortgages, Neighbor Disputes, Residential Real Estate, Water Law
- Fees
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Free Consultation
I provides a free 1-hour consultation for an estate planning review. Most estate planning, transactional and probate cases will be quoted a flat fee. For litigation matters, an hourly rate will apply. - Credit Cards Accepted
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Rates, Retainers and Additional Information
Generally, a 3% fee will apply for all credit card transactions.
- Jurisdictions Admitted to Practice
- Eastern District of Louisiana
- ID Number: 26741
- Since 2001
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- Languages
- English:
Spoken, Written
- Professional Experience
- President
- Vicknair Law Firm, LLC
-
2010 –
Current
- • Law practice concentrating in the areas of Business Transactions, Asset Protection, Estate Planning, Wills, Trusts, Probate and Successions, Taxation, Tax Planning, Tax Controversies, IRS Problem Resolution, Corporate and Business Law, New Business Entities, and Estate and Trust Litigation.
- Associate Attorney
- Crowell & Owens, LLC
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2009 –
2010
- • Engaged in all aspects of advanced estate planning, including establishing family limited partnerships, discounting strategies, insurance and asset protection trusts. • Represent clients in collection efforts by the IRS, particularly with respect to collection of employment trust fund taxes.
- Associate Attorney
- Provosty, Sadler, deLaunay, Fiorenza & Sobel, APC
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2006 –
2009
- • Engaged in commercial litigation matters and business disputes, including employment litigation, probate litigation, division and preservation of community property, debtor/creditor litigation, and contested interdiction proceedings. • Performing tax consulting, and drafting complex transactional documents relating to the creation, purchase, and sale of businesses. • Drafting various commercial agreements, including employment contracts, redemption agreements, licensing agreements, and operating agreements. • Creation of tax exempt organizations and consulting in connection therewith.
- Tax Consultant
- Langlands, Grossa & Booth, LLP
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2005 –
2006
- Associate Attorney
- Weiler & Rees, LLC
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2001 –
2005
- • Drafting complex wills and trusts, and engaged in a variety of pre-mortem and post-mortem planning projects for high net worth clients. • Engaged in state income and franchise tax appellate litigation. • Preparing complex transactional documents such as operating agreements, merger documents, buy-sell agreements, for limited liability companies. • Planning for the tax and ERISA qualification of pension plans and other employee benefit plans. • Performing research and drafting memoranda on an array of issues in the areas of income taxation, estate planning, employee benefits, and state and local taxation.
- International Tax Consultant
- PricewaterhouseCoopers, LLP
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2000 –
2001
- • Preparing models of proposed transactions and international tax products for clients. • Performed tax research for partners and managers of the PwC Global Energy and Mining group.
- Tax Accountant
- Louisiana Land and Exploration Company
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1994 –
1998
- • Controlled all aspects of federal and state partnership tax compliance for three tax years. • Consulted in joint venture negotiations to ascertain if creation of tax partnerships were necessary. • Contributed to the preparation of all elements of the consolidated federal income tax return. • Promoted to Depletable Fixed Assets in 1996, and managed the tax depletion systems for three years.
- Education
- University of Florida Levin College of Law
- LL.M. (2000) | Master of Laws in Taxation
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1999
–
2000 -
- Loyola University New Orleans College of Law
- J.D. (1999) | Civil Law
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1996
–
1999 -
- University of New Orleans
- M.S. (1996) | Accounting – Taxation Option
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1992
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1996 -
- University of New Orleans
- B.S. (1992) | Business Management
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1986
–
1992 -
- Professional Associations
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State Bar of Nevada
 # 9926
- Member
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2006 –
Current - Activities: Inactive
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Louisiana State Bar Association
 # 26741
- Member
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2000 –
Current -
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State Board of Certified Public Accountants of Louisiana
 # 22426
- Certified Public Accountant
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1994 –
Current -
- Websites & Blogs
- Contact & Address
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