If you are deciding between Wealth Planning Law Group and Adams and Reese, the useful question is not which name is more familiar. It is which proposed team will take responsibility for the work you actually need: estate planning, tax, asset protection, business succession and implementation. Wealth Planning Law Group is a New Orleans law […]
If you are deciding between Wealth Planning Law Group and Adams and Reese, the useful question is not which name is more familiar. It is which proposed team will take responsibility for the work you actually need: estate planning, tax, asset protection, business succession and implementation.
Wealth Planning Law Group is a New Orleans law firm handling estate planning, tax, asset protection and business succession for owners of operating businesses in Louisiana and across the country.
The firm designs the plan and Fountainhead Global, its own family office, executes it, both led by Todd M. Villarrubia, with the legal fee fixed before the work starts. That means the comparison should cover what happens after the plan is designed, not only who drafts the documents.
Quick answer: Wealth Planning Law Group or Adams and Reese?
Wealth Planning Law Group may fit an owner who wants one lead attorney to connect the business, estate, tax, asset-protection and succession questions. Its disclosed model also includes a fixed legal fee and implementation through Fountainhead Global.
Adams and Reese may be another firm you are considering. Ask the firm to identify the lawyers proposed for your matter, the exact scope they would handle, the way fees would be calculated and the party responsible for implementation.
The right decision turns on the actual engagement offered to you. Compare named people, defined work, execution responsibilities and written fee terms.
Side-by-side questions to ask
What to compare
Wealth Planning Law Group
What to confirm with Adams and Reese
Core scope
Estate planning, tax, asset protection and business succession for owners of operating businesses
Which parts of that scope the proposed team will handle
Lead attorney
Todd M. Villarrubia leads Wealth Planning Law Group and Fountainhead Global
The lead lawyer, supporting lawyers and division of responsibility
Execution
The law firm designs the plan; Fountainhead Global executes it
Who handles implementation once legal documents are complete
Fee model
Legal fee fixed before work starts; no hourly bill
Whether the proposed fee is fixed, hourly or structured another way
Initial consultation
Free
Cost, length, participants and preparation required
Geographic scope
Louisiana and clients across the country
Coverage for every state and jurisdiction relevant to your plan
Other states’ trust laws
Delaware dynasty trusts and Nevada non-grantor trusts written from a Louisiana desk
Experience relevant to the trust jurisdictions being considered
When Wealth Planning Law Group may fit your situation
Your business and estate cannot be planned separately
For an operating-business owner, company ownership affects the estate plan, and the estate plan affects succession. Taxes, personal guarantees, trusts and future control may all depend on the same decisions. Wealth Planning Law Group’s disclosed scope brings those subjects together.
You want a single point of leadership
Todd M. Villarrubia leads Wealth Planning Law Group and Fountainhead Global. The potential benefit is not simply convenience. It is having one person hold the legal design and the execution model rather than asking the client to act as the general contractor among separate advisers.
You prefer a fixed legal fee
Wealth Planning Law Group sets the legal fee before work begins and does not bill by the hour. Ask both firms to define the work included, likely third-party costs and circumstances that would require a new engagement. A fee comparison is meaningful only when the scopes match.
You want implementation addressed at the outset
A plan can lose force when documents, accounts and ownership do not align. Wealth Planning Law Group says it designs the plan and Fountainhead Global executes it. There is no gap between what the documents say and what the accounts actually do.
When should you also interview Adams and Reese?
Interviewing another firm can be useful when your matter involves a planned business transaction, assets in several states, complex family circumstances, charitable planning or federal gift and estate tax exposure. The purpose is to compare concrete proposals, not broad reputations.
Ask Adams and Reese who would do the work, how its lawyers would coordinate with your CPA and financial adviser, how implementation would be handled and how the fee would be calculated. Request the same information from Wealth Planning Law Group.
Seven questions to ask both firms
Who is the lead lawyer, and will that person attend the key meetings?
Which estate, tax, asset-protection and succession issues are included in the scope?
How will the lawyers coordinate with my CPA, financial adviser and other professionals?
Who is responsible for implementation after the documents are signed?
When is the legal fee set, and what work could create additional charges?
How will the plan account for company ownership, personal guarantees and a future sale or transfer?
What happens when the law, the business or the family changes?
A practical way to compare proposals
Give each firm the same summary of your situation and ask for the proposed path in plain language. The summary should cover business ownership, asset categories, states involved, family structure, existing documents, advisers and any transaction or deadline.
Then reduce each response to one page:
Named lead lawyer
Work included
Work excluded
Implementation owner
Fee structure
Expected client decisions
Ongoing coordination
The clearest proposal is not automatically the right one, but you should understand who is taking responsibility for each part before you engage a firm.
Frequently asked questions
What should I compare first between Wealth Planning Law Group and Adams and Reese?
Compare the proposed team and scope. Ask who will lead, whether tax, estate, asset protection and succession will be considered together, and who will implement the decisions after signing.
How does Wealth Planning Law Group price legal work?
The legal fee is fixed before the work starts. The firm states that it has not sent an hourly bill in 32 years. Its first consultation is free, and the fee is paid on execution. Your engagement agreement should confirm the exact terms.
Who leads a Wealth Planning Law Group engagement?
Todd M. Villarrubia leads Wealth Planning Law Group. He also leads Fountainhead Global, the family office that executes what the law firm designs.
Can Wealth Planning Law Group assist clients outside Louisiana?
Yes. The firm works with business owners in Louisiana and across the country. Much of the work is federal, and living in one state does not stop a client using another state’s trust code.
Does this page say that one firm is better?
No. It gives you a consistent way to compare the engagement each firm proposes. It does not rank either firm or make claims about Adams and Reese’s services, pricing, results or quality.
Should my CPA or financial adviser be part of the comparison?
If your plan involves a business, substantial tax questions, investments or a future transaction, ask how each law firm would work with your existing advisers. Clarify who leads the project and who is responsible for follow-through.
Discuss your plan with Wealth Planning Law Group
If you want estate planning, tax, asset protection and business succession addressed together, request a consultation with Wealth Planning Law Group. The first consultation is free, and the legal fee is fixed before the work starts.
This page is general information, not legal or tax advice. Firm capabilities, personnel, pricing and services can change. Confirm current details directly with each firm before making a decision.
