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ToddVillarrubia
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With 30 years of experience, Todd M. Villarrubia provides top-notch wealth planning and legal services in New Orleans. Specializing in estate planning, tax law, and business advisories, Todd's holistic approach secures financial futures for individuals, families, and businesses. Educated at prestigious universities, his expertise spans vital areas like estate management and tax strategies. Known for personalized service, Todd commits to building lasting client relationships, ensuring tailored solutions for every financial need.


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Wealth Planning Law Group

Practice Areas:
• Wealth Protection and Estate Planning
• Business Tax Advisory and Compliance
• Corporate Structuring and Tax Compliance
• Development of Captive Insurance Companies
• Strategic Formulation of Wills, Trusts, and Estates
• Special Needs Planning for Cherished Family Members
• Taxation Planning and Compliance
• Philanthropic Strategies, including Gifts and Foundations
• Business Succession, Acquisitions, Sales, and Continuity Planning
• Client Relationship Nurturing and Management

LEARN FROM INDUSTRY PROFESSIONALS

On the way to becoming the professional practitioner you are, you learned many things, but the one thing that most schools should have taught was how to run and grow your practice. That is where we want to help with education and actionable articles from industry professionals.

Branding

Strategy, Standards, Culture

Marketing

Direct Mail, Social Media

Finance

AR, AP, Taxes, Budgeting

Legal

Succession, Structure, Wills

Development

Leadership, Self-care

Patients

Retention, Acquisition

Personnel

Benefits, Hiring, Culture

Operations

SOPs, Facilities, Processes

Technology

Computers, AI, Mobile

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