Carl J. Servat III
Carl J. Servat III is an attorney with Lukinovich, APLC where he
has practiced law since 2002. Carl is a Board Certified Tax Specialist and a
Board Certified Estate Planning & Administration Specialist, certified by
the Louisiana Board of Legal Specialization. Carl advises clients on the
preparation of wills, trusts, marital agreements and powers of attorney as
well as the structure and implementation of multi-generational wealth
transfer plans that efficiently utilize available Estate, Gift and GST tax
exemptions for closely-held business owners and their families. Carl’s
practice also includes advice to executors in complex succession cases and
counsel to closely held businesses for planning and structure of sales,
acquisitions, buy-sell agreements and general business matters.
Carl received a Bachelor of Business Administration in Accounting and
Finance from Loyola University in 1998. He also received his Juris Doctorate
degree from the Louisiana State University Paul M. Hebert Law Center in 2001
and an LL.M. degree in taxation from Boston University in 2002.
Carl has served on advisory councils at Jesuit High School, Loyola
University, Louisiana State University and the Catholic Foundation of New
Orleans. He also chaired the Jesuit High School Living Endowment Fund in
2008 and served as the President of the Alumni Association at Jesuit High
School in 2009.