A finance and estate planning expert, Addie is passionate about helping families and businesses secure their futures — whether it’s crafting a family estate plan or securing the future of businesses and multi-million dollar estates.

Key Aspects of Expertise:

Estate Planning and Succession: Protect your income and wealth before it’s too late. Planning your estate is a continuous process as you amass properties. With estate planning your estate will never go to unintended beneficiaries. You ensure your family’s way of life while minimizing taxes and disputes.

Mergers and Acquisitions: Curate essential buy/sell agreements for businesses with clear terms and mechanisms for dispute resolution. Addie holds your hand through Business Valuation, Acquisition Agreements, and Due Diligence to protect your interest and ensure accurate valuation.

Contracts: Draft and negotiate contracts that safeguard your business interests. Addie ensures that all business contracts are clear, enforceable, regularly reviewed for compliance, and organized for banks and financial institutions. Addie also ensures that contracts for C-level hires include non-compete clauses and confidentiality agreements.

Education:

• Boston University School of Law, Master of Laws in Taxation
• Louisiana State University,  Juris Doctor

Notable Work:

• Addie has worked as the Mergers and Acquisitions Manager of Ernst and Young in New York before going back to Louisiana to help homegrown businesses with spot-on legal, regulatory, and political guidance that creates tangible benefits.
• She co-owns an independent retail pharmacy with her husband and has a firsthand understanding of the highs and lows that business owners face and how important it is to have solid legal protections in place.
• She helped three childhood friends sell their business for millions, securing their families’ financial future.
• Prepared waterfall distribution model for private equity fund from $200 million leveraged distribution from the portfolio company.
• Probated will and completed successions to transfer assets from estates to heirs and legatees.

Bar Admissions:

• Louisiana
• Texas

Favorite Core Value: 

Live Your Best Life

Outside of work, Addie is the proud wife of a small business owner and mom to two energetic young boys. Family means the world to her, and she enjoys volunteering at her kids’ schools and coaching their sports teams—soccer, flag football, or baseball, depending on the season! She and her husband own A-1 Pharmacy, which has locations in Metairie and Hammond, Louisiana.