If you are comparing Wealth Planning Law Group and Sessions Fishman, begin with your situation. Do you need documents alone, or do you need an operating business, tax exposure, creditor risk and succession decisions coordinated with the estate plan? Who will lead that work, and who will make sure the plan is carried out? Wealth […]
If you are comparing Wealth Planning Law Group and Sessions Fishman, begin with your situation. Do you need documents alone, or do you need an operating business, tax exposure, creditor risk and succession decisions coordinated with the estate plan? Who will lead that work, and who will make sure the plan is carried out?
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.
Quick answer: Wealth Planning Law Group or Sessions Fishman?
Wealth Planning Law Group may fit a first-generation business owner who wants tax, estate planning, asset protection and succession treated as one assignment. The firm discloses a fixed-fee legal model and an execution relationship with Fountainhead Global.
Sessions Fishman may also be on your shortlist. Ask the firm to describe the proposed lawyers, scope, implementation process and fee model for your circumstances. Confirm those facts directly rather than relying on a general comparison page.
The decision should turn on the engagement you are actually offered: who leads, what is included, what happens after signing and how the legal fee works.
Side-by-side questions to ask
What to compare
Wealth Planning Law Group
What to confirm with Sessions Fishman
Core scope
Estate planning, tax, asset protection and business succession for owners of operating businesses
Which of these issues the proposed team will cover together
Leadership
Todd M. Villarrubia leads the firm and Fountainhead Global
The lead lawyer and the roles of every other team member
Implementation
The law firm designs the plan; Fountainhead Global executes it
Who handles account, ownership and other implementation work
Legal fees
Fixed before work starts; no hourly bill
Fee model, scope assumptions and possible additional charges
Consultation
First consultation is free
Initial-meeting cost and what the meeting is intended to accomplish
Geographic reach
Louisiana and clients across the country
Ability to address every state involved in the client’s plan
Multi-state trust work
Delaware dynasty trusts and Nevada non-grantor trusts from a Louisiana desk
Relevant experience with any trust jurisdiction under consideration
When Wealth Planning Law Group may fit your situation
You built the business that created the wealth
For a first-generation owner, the company may be the largest asset, the source of cash flow and the biggest concentration of risk. An estate plan that ignores ownership, guarantees, tax and succession may leave the main questions unanswered. Wealth Planning Law Group’s stated scope addresses those subjects together.
You want plain-language leadership
A client needs to understand the options, their trade-offs and the reason for a recommendation. Wealth Planning Law Group’s model is built around one lead attorney rather than asking the owner to coordinate the full project personally.
You do not want an hourly legal bill
The firm fixes the legal fee before work begins and states that it has not sent an hourly bill in 32 years. The meter is gone, and so is the incentive to stretch the matter. Confirm the scope and payment terms in the written engagement.
You want someone responsible for execution
Wealth Planning Law Group designs the plan, and Fountainhead Global, Todd M. Villarrubia’s own family office, executes it. For a prospective client, the key issue is whether this model closes the gap between signed legal documents and the accounts or ownership arrangements meant to follow them.
When should you also interview Sessions Fishman?
A second interview may help if you are replacing an old plan, coordinating ownership after a partner’s death, preparing for a business transfer or trying to connect family documents with company agreements.
Use the same fact pattern and questions in both meetings. Ask Sessions Fishman to confirm the proposed team, the legal and tax work included, the implementation process and the fee model. Ask Wealth Planning Law Group for the same level of detail.
Seven questions to ask both firms
Who will lead the engagement, and who will attend the important meetings?
Does the scope connect my estate plan with company ownership and succession?
How will tax and asset-protection questions be addressed?
Who implements account titles, ownership changes and beneficiary decisions?
How and when is the legal fee determined?
How will the firm coordinate with my CPA, financial adviser and insurance professionals?
What review process is available when my business or family changes?
A practical way to choose
Do not compare websites alone. Prepare a short written summary and ask each firm to respond to the same situation. Include:
Your businesses and ownership percentages
Major asset categories and relevant states
Existing wills, trusts and company agreements
Family circumstances that affect control or inheritance
Personal guarantees, creditor concerns or pending transactions
The result you want and any deadline
After each meeting, write down who owns the next step. If the answer is that you must coordinate the lawyer, CPA, adviser and implementation yourself, treat that as part of the proposed model and compare it with the alternatives.
Frequently asked questions
What is the main issue to compare between Wealth Planning Law Group and Sessions Fishman?
Compare how each proposed engagement connects estate planning with tax, asset protection, business ownership and succession. Then ask who remains responsible for implementation after the documents are signed.
Does Wealth Planning Law Group offer a free consultation?
Yes. The first consultation is free. Confirm the purpose, participants and documents needed when scheduling.
Does Wealth Planning Law Group bill hourly?
No. Wealth Planning Law Group fixes the legal fee before work starts and states that it has not sent an hourly bill in 32 years. The written engagement should define the scope and payment terms.
What is Fountainhead Global’s role?
Fountainhead Global is Todd M. Villarrubia’s own family office. Wealth Planning Law Group designs the plan, and Fountainhead Global executes it. Ask during the consultation what execution would mean for your specific plan.
Can Wealth Planning Law Group work with an out-of-state business owner?
Yes. The firm works with owners in Louisiana and across the country. It writes Delaware dynasty trusts and Nevada non-grantor trusts from a Louisiana desk. Any state-specific legal needs should be discussed at the outset.
Is Wealth Planning Law Group better than Sessions Fishman?
This page does not make that claim. The right fit depends on your situation and the actual team, scope, implementation process and fee terms each firm offers.
Discuss your plan with Wealth Planning Law Group
If your estate plan must also account for an operating business, tax, asset protection and succession, 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.
