NEW ORLEANS ESTATE PLANNING COUNCIL

Brief Outline of Presentation:

• Will provide an overview of the use of “Special Needs Trusts” for people with disabilities as well as a new and useful tool, “ABLE” Accounts.

Carole Cukell Neff is a Board-Certified Estate Planning & Administration Specialist certified by the Louisiana Board of Legal Specialization. She graduated Order of the Coif from the Tulane University School of Law, where she served on the Board of Editors of the Tulane Law Review. After graduation, she clerked for Justice John A. Dixon, Jr. of the Louisiana Supreme Court.

Ms. Neff is a Fellow of the American College of Trust and Estate Counsel, being elected the first woman and the youngest person from the State of Louisiana. She co-authored a three-volume treatise with now-deceased partner Max Nathan, Jr. entitled Louisiana Estate Planning, Will Drafting and Estate Administration (Lexis Law Publishing, 2d ed.). She is the primary New Orleans member of the Special Needs Alliance, a group of professionals across the country whose work includes special needs planning.

Ms. Neff is listed in The Best Lawyers in America and in Louisiana Super Lawyers 2015 Top 10 Lawyers, she has served as Chair of the Pro Bono Project, Chair of the New Orleans Rotary Fund, Inc., President of the Women’s Professional Council, President of the Professional Financial Planners of Greater New Orleans, President of the New Orleans Estate Planning Council, Chair of the Avodah New Orleans Advisory Council and President of the Jewish Endowment Foundation of Louisiana. She served on the Boards of the New Orleans Rotary Club, the Algiers Economic Development Foundation, and the Jewish Federation of Greater New Orleans. She served as President of the Board of the Jewish Community Day School. She was also Chair of the 2018 Impact 100 Advisory Council of the Greater New Orleans Foundation. Ms. Neff is a frequent, sought-after speaker at estate planning seminars and institutes to fellow professionals and to lay audiences.