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Alton E. Bayard III

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Alton "Biff" Bayard, leader of the Firm's Tax Department, represents individuals, professionals, business owners and businesses in tax planning, estate planning, structuring business acquisitions, estate administration and disputes.

Featured Videos

You Are About to Be Liquid: Now What? August 25, 2016

Featured Experience

Advised a commercial and industrial service company and its sole owner on personal estate planning and business transition planning, including selecting the appropriate entities, creating operating agreements, handling the acquisition of a service company, preparing personal planning documents and consideration of transition plans including an ESOP, potential sale to an outside entity and sales of business interests to family members.

Represented an executrix in litigation concerning the validity of testamentary trusts and dispositions.

Defended the executor of an estate in litigation invalidating an attempted amendment to a trust document upsetting the decedent's testamentary transfer plan.

Professional Biography

Overview

Mr. Bayard received his LL.M. from Southern Methodist University in 1980, is Louisiana board certified in tax law since 1985 and in estate planning since 1997, and is recognized in Best Lawyers in America® since 1996 in the areas of Tax Law, Trusts and Estates, Non-Profit/Charities Law, Trusts and Estates Litigation, Litigation and Controversy - Tax, and Closely Held Companies and Family Businesses Law.

Mr. Bayard has been recognized in Louisiana Super Lawyers since 2007 in the area of Estate Planning and Probate.

Representative Matters
  • Advised a commercial and industrial service company and its sole owner on personal estate planning and business transition planning, including selecting the appropriate entities, creating operating agreements, handling the acquisition of a service company, preparing personal planning documents and consideration of transition plans including an ESOP, potential sale to an outside entity and sales of business interests to family members.

  • Represented an executrix in litigation concerning the validity of testamentary trusts and dispositions.

  • Defended the executor of an estate in litigation invalidating an attempted amendment to a trust document upsetting the decedent's testamentary transfer plan.

  • Represented the executrix of an estate in the negotiating, drafting and closing the sale of the estate's interest in a limited liability company to the surviving member.

  • Converted multiple C corporations to limited liability companies to be taxed as S corporations for federal purposes free of state franchise tax.

  • Assisted two related corporations in the liquidation and distribution of its remaining assets to its shareholders.

  • Prepared numerous limited liability companies and trusts to transition the operation and transfer the ownership of real estate, active businesses, oil and gas interests, and other assets to accomplish orderly and tax-efficient transfers to the next generation of managers and family members.

Professional Honors & Activities
  • Listed since 1995 in Best Lawyers in America® in the areas of Tax Law, Trusts and Estates, Non-Profit/Charities Law, Trusts and Estates Litigation, Litigation and Controversy - Tax, and Closely Held Companies and Family Businesses Law
  • Named the 2017 Best Lawyers' Baton Rouge Trusts and Estates "Lawyer of the Year"
  • Listed in Louisiana Super Lawyers since 2007
  • Recognized as a "Top Lawyer" by New Orleans Magazine in Non-Profit/Charities Law, 2013
  • Fellow – The American College of Trust and Estate Counsel
  • American Bar Association
  • Louisiana Bar Association – Past Chairman of Estate Planning and Administration Advisory Commission
  • Baton Rouge Bar Association
  • Baton Rouge Estate and Business Planning Council
  • Board Certified Tax Law Specialist, certified by the Louisiana Board of Legal Specialization, 1985 – present
  • Board Certified Estate Planning and Administration Specialist, certified by the Louisiana Board of Legal Specialization, 1997 – present
  • AV® Preeminent™ Peer Review Rated by Martindale-Hubbell
Publications
  • Featured – "Pass It On: Estate Planning is Tougher When a Business is Involved," by Kathy Finn, Greater Baton Rouge Business Report (November, 2014)
Speaking Engagements
  • "Back to Basics: Wills, Trusts and Successions," Louisiana State Bar Association Annual Meeting and Louisiana State Bar Association/Louisiana Judicial College Joint Summer School (June, 2016)
  • "Planning for Voluntary and Involuntary Changes in your Business' Ownership," webinar (September, 2015)
  • "Planning for Voluntary and Involuntary Changes in Your Business' Ownership," Business Succession Planning (April, 2015)
  • "Business Succession Planning," Annual Associated Builders and Contractors of Louisiana State Convention, Sandestin, Florida (July, 2013)
  • "Medicaid-related Personal Service Agreements," Louisiana State Bar Association's "Summer School Revisited Seminar," New Orleans (December, 2012)
  • "The Estate Tax under the 2010 Tax Relief Act," the Baton Rouge Chapter of the Financial Planning Association (May, 2011)
Videos

Awards

Education

  • Southern Methodist University, LL.M. in Taxation, 1980
  • Paul M. Hebert Law Center at Louisiana State University, J.D., 1976
  • Louisiana State University, B.S. in Business Administration, 1975

Admissions

  • Louisiana, 1977

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