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Alton E. "Biff" Bayard III

Listed in Best Lawyers since 1995

Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

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. He 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.

Publications & Speaking Engagements

  • Speaker – "Business Succession Planning," Annual Associated Builders and Contractors of Louisiana State Convention, Sandestin, Florida, July 25, 2013
  • Speaker – "Medicaid-related Personal Service Agreements," Louisiana State Bar Association's "Summer School Revisited Seminar,"  New Orleans, December 13, 2012
  • Speaker – "The Estate Tax under the 2010 Tax Relief Act," the Baton Rouge Chapter of the Financial Planning Association, May 12, 2011
  • Speaker – "Estate Tax Changes and Planning," the Baton Rouge Chapter of the Financial Planning Association, June 2010 
  • Speaker – "Estate Tax... Where Are We Now?" Baton Rouge Estate and Business Planning Council, April 2010
  • Co-Chair – "Estate Planning: Back to Basics," Louisiana State Bar Association seminar, March 2010
  • Speaker – "Living Wills & Other Directives," 2006 Recent Developments in Legislation & Jurisprudence, LSU Law School, September and November 2006
  • Speaker – "Incapacity Planning," Elder Law Seminar, LSU Law School, March 2006
  • Speaker – "Elder Law," 2005 Recent Developments in Legislation & Jurisprudence, LSU Law School, September 2005
  • Speaker – "Living Wills and Other Advance Directives," 2005 Recent Developments in Legislation & Jurisprudence, LSU Law School, September 2005
  • Speaker – "Elder Law," 2004 Recent Developments in Legislation & Jurisprudence, LSU Law School, September 2004

Case History

  • 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.

Awards

  • AV® Preeminent™ Peer Review Rated by Martindale-Hubbell
  • Listed in Louisiana Super Lawyers since 2007
  • Recognized as a "Top Lawyer" by New Orleans Magazine in Non-Profit/Charities Law (2013)

Client Comments

  • "I have had the privilege of working with Mr. Alton Bayard for over a decade (with mutual clients) and have been so impressed with his expertise, the advice and direction that he gives his clients, and his sensitivity to each family's individual issues that I chose to have him represent me personally when executing my own estate plan. I am very comfortable making referrals, confident that the results will be a positive reflection on me personally."

    Anonymous

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Locations

Chase Tower North, 20th Floor
450 Laurel Street
Baton Rouge, LA 70801
Phone: 225-381-7019
Firm Phone: 225-381-7000

Practice Areas

  • Closely Held Companies and Family Businesses Law
  • Litigation - Trusts and Estates
  • Litigation and Controversy - Tax
  • Non-Profit / Charities Law
  • Tax Law
  • Trusts and Estates (Estate Planning, Family Businesses, Litigation, Partnership and Limited Liability, Planning for Closely Held Businesses, Probate, Tax, Trust Administration)

Education

  • Louisiana State University (B.S.-Business Administration) (1976)
  • Louisiana State University (J.D.) (1977)
  • Southern Methodist University School of Law (LL.M) (1980)

Bar Admissions

  • Louisiana, United States

Organizations & Affiliations

  • American College of Trust & Estate Counsel — Fellow