Page 107 - 2023aprilBOG
P. 107
CARL J. SERVAT III
Suite 200 Office: (504) 818-0401
4415 Shores Drive Cell: (504) 905-9636
Metairie, Louisiana 70006 E-Mail: carl@lukinovichlaw.com
EXPERIENCE
June 2002 – June 2005; LUKINOVICH, APLC Metairie, LA
March 2006 – Current Attorney – areas of practice: estate and gift taxation, successions,
fiduciary advice, corporate law, business & wealth transfer
planning, wills, trusts and overall estate planning
Board-Certified Tax Law Specialist & Board-Certified Estate
Planning and Administration Specialist, certified by the Louisiana
Board of Legal Specialization
June 2005 – March 2006 J. P. MORGAN PRIVATE CLIENT SERVICES New Orleans, LA
Wealth Advisor – provided financial and estate planning advice to
high-net-worth individuals
EDUCATION
2002 BOSTON UNIVERSITY Boston, MA
LL.M. Taxation
2001 LOUISIANA STATE UNIVERSITY Baton Rouge, LA
Paul M. Hebert Law Center
Juris Doctorate
Fall 1996 – Spring 1998 LOYOLA UNIVERSITY New Orleans, LA
Bachelor of Business Administration
Concentration: Double Major – Accounting and Finance
● Member, Loyola Baseball Team (1997-1998; Captain-1998)
Fall 1993 – Spring 1996 NORTHEAST LOUISIANA UNIVERSITY Monroe, LA
Concentration: Accounting
● Member, Northeast Louisiana Baseball Team (1994-1996)
Class of 1993 JESUIT HIGH SCHOOL New Orleans, LA
MEMBERSHIPS/ADMISSIONS
2001 Member, Louisiana State Bar Association
2005 Member, New Orleans Estate Planning Council
2008 Graduate, Bryan Bell Metropolitan Leadership Forum
Page 1 of 2 Pages
