Jack G. Wheeler

Partner

Experience and Expertise

Jack Wheeler was born in Alexandria, Louisiana and grew up in Lake Charles, Louisiana where he graduated from LaGrange High School. He attended Louisiana State University where he received his bachelor’s degree in Accounting. Jack then received his Juris Doctorate degree from LSU Law Center. Prior to graduating from LSU Law Center he served as a summer intern with the Internal Revenue Service, General Litigation Division of the Office of the Chief Counsel in Washington, D.C. After graduating from LSU Law Center Jack moved to Washington, D.C. where he served as an Attorney-Advisor on the staff of the United States Securities and Exchange Commission=s Division of Corporate Finance. While working with the Securities and Exchange Commission Jack received a Masters of Laws Degree (LL.M.) in Securities Regulation from Georgetown Law Center. He subsequently received a Masters of Law Degree (LL.M.) in Taxation from New York University School of Law. Jack joined the firm in 1992 as a partner. His practice covers all aspects of federal and state tax law, as well as federal and state securities law, corporate and business law, estate planning, probate and administration. Jack is a Board Certified Tax Law Specialist and Board Certified Estate Planning & Administration Specialist, as certified by the Louisiana Board of Legal Specialization. He previously served as Chairman of the Tax Law Advisory Commission, and currently serves on the Estate Planning Advisory Commission, of the Louisiana Board of Legal Specialization. Jack also holds a CPA certificate (inactive) and is licensed to practice law not only in Louisiana but also in Texas. Jack is very active in the Lake Charles community, having served on the boards of numerous civic and non-profit organizations. He enjoys spending time with his family, particularly participating in outdoor activities with them. Jack is an avid runner, cyclist, swimmer and triathlete, having completed several marathons and numerous triathlons, including the Florida Ironman Triathlon in Panama City Beach, Florida.

In the Community

Past Chairman of Board of Directors of The Foundation at Lake Charles Memorial Hospital Past President and Current Member of Board of Directors, Boys Village Past Lieutenant Governor, Kiwanis Division 12, La.-Miss.-W.Tenn. District Past President and Current Member, Kiwanis Club of South Lake Charles Past President and Current Member, Serra Club of Lake Charles Past Member, Our Lady Queen of Heaven Parish Finance Council Past President, Lake Area Pirates Swimming Member, Lake Charles Chapter of Legatus

Contact Information

Jack G. Wheeler

Partner – Attorney

Fraser Wheeler & Courtney LLP

4350 Nelson Road
Lake Charles, LA 70605

Phone: (337) 478-8595, ext. 207
Fax: (337) 474-4761
Email: [email protected]

Legal Assistant: Denise Fusilier
Phone: (337) 478-8595, ext. 207
Email: [email protected]

Practice Areas

Taxation

Estate Planning and Successions (Probate)

Elder Law (including Medicaid and Special Needs Planning)

Securities Regulation

Mergers and Acquisitions

General Business

Bar Admissions

Louisiana, 1979

Texas, 1991

U.S. Tax Court, 1981

U.S. District Court for the Western District of Louisiana, 1982

U.S. District Court for the Middle District of Louisiana, 2004

U.S. Fifth Circuit Court of Appeals, 2007

Education

New York University School of Law, New York, NY (LL.M. in Taxation)

Georgetown University Law Center, Washington, D.C. (LL.M. in Securities Regulation)

Louisiana State University Law Center (J.D.)

Louisiana State University (B.S. Accounting)

Certifications

Board Certified Tax Law Specialist (Louisiana)

Board Certified Estate Planning and Administration Specialist (Louisiana)

Certified Public Accountant (Louisiana) (Inactive)

Let’s Work Together