Jordan Winston Busby

Jordan Winston Busby: Attorney with Sirote & Permutt, P.C.
  • Associate at Sirote & Permutt, P.C. (112 Attorneys)
  • 2311 Highland Avenue South, P.O. Box 55727, Birmingham, AL 35205
    View Jordan Winston Busby's office location
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Biography

Winston provides counsel to clients on matters of personal finance and estate planning, with a focus on strategies to minimize both estate and income taxes. He assists clients with the formation and transfer of closely held entities for tax and estate planning purposes. He also advises them on tax and succession planning techniques for their interests in closely held businesses to maximize wealth preservation and minimize transfer and income taxes.

What are you most proud of in your practice?

The opportunity to assist clients in resolving complex tax or succession planning issues.

What do you think are the three most important things you do to serve your clients?

This has universal application, but my goal is to provide the highest quality service in a responsive and timely manner.

What do you like to do in your spare time?

I enjoy exercise and outdoor activities but, most of all, spending time with my wife and daughter.

Recognition

Birmingham Business Journal, Rising Stars of Law (2016)

Outside the Office

•American Cancer Society, Central Alabama
•Board of Directors
•Camp Bridges
•Former President
•Former Board Member
•Leadership UAB
•Class of 2015

Speeches and Publications

•Co-author, J.K. Lasser's New Rules for Estate, Retirement, and Tax Planning, 6th Edition, Wiley & Sons Inc., February 2019

•Speaker, Tax Cuts and Jobs Act and Other Tax Law Updates, CLE Alabama's 41st Annual Estate Planning Seminar, December 7, 2018

•Speaker, Building an Ethical Foundation, National Business Institute, October 12, 2017

•Speaker, Helping Your Clients Select the Best Entity Options: Understanding General Partnerships and Joint Ventures, National Business Institute, October 12, 2017

•Co-author, Thompson Reuters' Practical Law: Questions and Answer Guides, Practice Notes, and Standard Documents (originally published winter of 2017; maintained)

Advance Directive for Health Care
Ancillary Probate in Alabama
Probate: Alabama
Revocable Trusts: Alabama
Signature Pages for Will and Self-Proving Affidavit
Statutory Power of Attorney
Wills: Alabama

•Co-author, J.K. Lasser's New Rules for Estate, Retirement, and Tax Planning, 5th Edition, Wiley & Sons Inc., October 2014

•Author, Estate Planning with Carried Interest: The last frontier of favorable tax treatment for fund managers?, The Counselor, July 2014

•Author, Worth the Wait: Tax Court decision will benefit trusts when trustee also works in business held in trust, AL.com, April 7, 2014

•Author, The Only Constant Is Change: The President's 2015 Revenue Proposal seeks to alter transfer tax system again, AL.com, March 24, 2014

•Author, Estate Tax Planning Overview for 2014, AL.com, January 27, 2014

•Author, Common Carrier Exemption from Sales Tax Inapplicable to Assignment After Sale Closes: Constructive Trust Requires Underlying Cause of Action, Alabama Law Weekly Update, January 22, 2014

•Author, Tax Planning Opportunities for Legally Married Same-Sex Couples, The Counselor, December 2013

•Comment, Playing for Love: Why the NCAA Rules Must Require a Knowledge-Intent Element to Affect the Eligibility of Student-Athletes, 42 Cumberland Law Review 135, 2011

News

•Sirote Attorney Winston Busby Co-authors Sixth Edition of New Rules for Estate, Retirement, and Tax Planning
•Sirote & Permutt Presents Alabama Society of CPA Seminar Series
•Harold Apolinsky and Winston Busby Co-author J.K. Lasser's New Rules for Estate, Retirement, and Tax Planning
•Sirote & Permutt Presents ASCPA Webinar Series
•Sirote Adds A New Estates, Wills & Trusts Attorney

Areas of Practice (7)

  • Tax
  • Private Clients, Trusts and Estates
  • Estate Planning & Administration
  • Tax Planning
  • Business & Succession Planning
  • Prenuptial & Postnuptial Agreements
  • Individuals, Families, Estates & Trusts

Education & Credentials

Contact Information:
205.930.5261  Phone
205.212.2928  Fax
www.sirote.com
University Attended:
Auburn University, BS, 2005
Law School Attended:
New York University School of Law, LLM, Taxation, 2013; Cumberland School of Law, JD, magna cum laude, 2012
Year of First Admission:
2012
Admission:
2012, Alabama
Memberships:

Organizations

•Alabama State Bar
•Estate Planning Council of Birmingham
•Current Member

Birth Information:
Oklahoma City, OK
ISLN:
922447151

Peer Reviews

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*Peer Reviews provided before April 15, 2008 are not displayed.

Documents (1)

Documents by this lawyer on Martindale.com

Birmingham, Alabama

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