Planning With Purpose
Brett Roberts has worked in many areas of the law, from tribal and agricultural law to commercial litigation. However, the practice that warms his heart is helping clients create the legacy they want through careful estate planning. A native Louisianan raised on the North Shore, Brett says every step in his education and career has been motivated by a desire to serve others. “The values I learned growing up just made me want to help people,” he says. Working with clients on wills, trusts, and successions fulfills that goal. His path to the law was rich and varied. Eager to inspire and help people through the fine arts, he worked for several years in film editing and production in California, serving as a first assistant editor on a Netflix production and directing an indie feature film. Seeing few prospects for fulfillment there, he returned to the Southeast to pursue a lifelong interest in law.
Brett earned a JD degree in natural law and Catholic legal studies from Ave Maria Law School in Naples, Florida, and a Master of Laws degree in agricultural and food law from the University of Arkansas, with a special interest in small farmers and indigenous people. Seeing small farmers nationwide losing their land “was pulling on my heartstrings,” he says. He also served as a law clerk for a New Mexico firm specializing in tribal law. After graduating, Brett accepted a position as a defense attorney at a Louisiana law firm, handling commercial litigation. Still, he says, “a running theme was that I was doing a lot of work that didn’t speak to my heart.” When he had opportunities there to help clients with will signings, he adds, “my heart changed because those were the only times I was able to have any client interaction.”
into work with more personal meaning. He joined our firm last January. “Morrison Law Group is family as far as I’m concerned,” Brett says. “Meeting with clients on wills, trusts, and other estate-planning matters is exactly the kind of work I want to do.” He adds, “I am able to talk to folks about some of the toughest decisions they’ll ever have to make.” Above all, Brett enjoys “making our clients comfortable knowing that they are in really good hands.”
After the 2024 birth of his and his wife’s first child, Benedict, Brett took a decisive step
Mark Your Calendar for These Helpful Events Save the Date
Trustee School Wine & Wills Join us this summer at one of our invaluable Trustee workshops. It’s an opportunity you and your Successor Trustee should not miss! You will learn: • What your Trustees need to know — actions to take and whom to contact at death or incapacity • Your Trustee’s legal and financial responsibilities — including tax returns, managing assets, and required accounting • How to avoid common and costly mistakes that could result in tax consequences, financial loss, and legal liability • How to disperse inheritances from a Trust and how to avoid disputes with family members Tuesday, Aug. 26 Mandeville Total Wine — 5 p.m. Wednesday, Aug. 27 Metairie Total Wine — 5 p.m.
Walk to End Alzheimer’s Join us on Saturday, Sept. 27, for The Northshore Walk to End Alzheimer’s to raise funds and critical support for Alzheimer’s care, support, and research! Kim is honored to serve as co-chair of the Walk Committee for this important fundraising event. We remain grateful to our friends, neighbors, and clients for supporting our fundraising efforts in last year’s Walk, which netted our Gabb-Morrison LLP team $14,000 in donations and earned us top honors among local fundraising teams.
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We hope to surpass those great results this year! Call us at 504-831-2348 or scan this QR code to walk with our team or make a donation.
Call 504-831-2348 or scan the QR code to register today!
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