She is a member of the Trusts, Estates & Wealth Preservation practice group and leads the Dentons Sirote Special Needs Planning team. Tanner Woods Pittman. As a lawyer in the Trusts, Estates & Wealth Preservation practice group, Katherine advises clients in planning their estates to accomplish their goals for asset distribution to beneficiaries while minimizing their estate and income tax liabilities. Children's Policy Council. Instead, they are mechanisms that allow trusted family members or friends to protect their loved ones. Living trusts allow your wishes to remain private and help to avoid the probate process. • Preparation of final income tax returns and the estate's income and federal and state estate tax returns. In 1996, he passed the Bar and became a member of the American Bar Association, Alabama Bar Association,... Adrian Dunning – Mountain Brook Estate Planning Attorney. Correspondence can be mailed to: Office of Gift Planning. She received her J. D. and an LL. List of Lawyers in Alabama.
Having a solid estate plan is a must. A. from Samford University in 1967. This individual will then manage the finances and daily affairs of their ward or conservatee. Estate planning begins with a few core documents that everyone should have whether they are married, single, divorced, working, retired, or have children. Estate Planning, Business, Criminal and Probate. This is a careful line to walk.
East Alabama Youth for Christ, Board Member. Where to Begin End-of- Life Planning? Estate Planning is for EVERYONE.... The costs of long-term care can quickly wipe out a nest egg that you have saved a lifetime to establish. Educational & Tutoring.
The estate in question includes real estate or a business. We are up-to-date with the current trends in legal practice and utilize advancements in technology to provide our clients with cost-effective legal solutions. Estate Planning, Probate, & Trust Lawyers in Opelika / Auburn. Some assets in your estate may have more nostalgic value than financial value, and it's important to account for those in your plan. 23 May Charles T. Staples. We have extensive experience with contested will, trust, and estate matters in state courts.
An ILIT can help address this issue. A health care power of attorney gives someone you trust the ability to make your health care decisions. He currently serves on the Professional Advisors Committee of the Community Foundation of Greater Birmingham. The attorneys at Davis, Bingham, Hudson & Buckner, P. C. provide individuals and families with knowledgeable and compassionate advice and assistance in determining the type of legal documents needed to ensure that your final wishes are carried out.
One of life's greatest rewards is sharing your wealth with others. Agricola Law, LLC, has helped clients throughout Georgia and Alabama understand their options. Informative Legal Guidance Regarding Probate And Your Family's Future. Conversations and emails.
Creating annual gifts to reduce the tax consequences. If they know ahead of time what to expect, they can plan their response accordingly. It's important to name alternate trustees and agents should any of these scenarios happen. Additionally, we will make sure that your possessions are properly titled so there is no confusion at the end of life as to how they should be distributed. Staples has been with the Firm since 1971.