Tanya K. Shunnara

Tanya K. Shunnara: Attorney with Sirote & Permutt, P.C. AV stamp icon
Attorney Awards

Biography

Tanya is a partner in our Private Clients, Trusts and Estates Practice Group . She is one of the youngest partners to be named to the firm’s board of directors. She frequently writes for our estate planning blog, as well as our quarterly legal magazine, The Counselor. Tanya was named Top 40 Under 40 and a Rising Star of Law by the Birmingham Business Journal, a Mid-South Super Lawyer Rising Star every year since 2012, a B-Metro Magazine Top Women Attorney and Top Flight Attorney, and a Birmingham Magazine Top Attorney for Trusts and Estates. She is the President-Elect of the Vestavia Hills School Foundation and serves as a Catalyst fellow for the Community Foundation of Greater Birmingham.

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

I try to listen well, ask the right questions, and communicate effectively.

What do you like to do in your spare time?

I enjoy traveling with my husband and two sons, reading, and practicing yoga.

What is the best part of your job?

As an estate planner, I work closely with my clients to determine what kind of legacy they will leave, and how best to carry out their wishes. In doing so, I have the privilege of bearing witness to and counseling my clients through many of life's milestones and successes, both personal and professional, and this is one of the most rewarding aspects of my job. Also, many of my clients are charitably inclined, so I am fortunate to be able to help them carry out their philanthropic goals, often in perpetually impactful ways.

Awards and Accreditations

•AV-Preeminent Martindale-Hubbell Peer Review Rating
•Mid-South Super Lawyers

Recognition

•AV Preeminent Martindale-Hubbell Peer Review Rating

•Mid-South Super Lawyers

• Rising Star in Estate Planning and Probate Law (2012-2018)
B-Metro Magazine

•Birmingham's Top Women Attorney (2016-2018)
• Top Flight Lawyer (2018)
Birmingham Business Journal

• Rising Star of Law (2017)
• Top 40 Under 40 (2018)
Birmingham Magazine, Top Attorney in Trusts and Estates

Thought Leadership

•Frequent presenter at estate planning seminars for lawyers on matters related to estate planning and trust and estate administration

•Representative member of the Birmingham Financial Alliance, a network of six financial organizations and six charitable organizations that partner to promote philanthropy in our state

Outside the Office

•The Blackburn Institute
•fellow
•Community Foundation of Greater Birmingham
•Catalyst fellow
•Girls Scouts of North Central Alabama
•Former Board Member
•Leadership UAB
•Member, Class of 2009
•Steering Committee
•Professional Partner in Philanthropy Leadership Forum
•Charter Member
•University of Alabama at Birmingham
•Planned Giving Spokesperson, Campaign for UAB
•Former Young Supporters Board Member, Comprehensive Cancer Center
•Executive Council Board Member, Professional Advisory Council
•Vestavia Hills School Foundation
•Board Member
•President-Elect
•Co-chair, Grants Committee
•YWCA
•Foundation Committee
•Junior Board of Directors
•Member, KIDS Korner Committee

Speeches and Publications

•Presenter, How to Handle Taxes, National Business Institute (NBI) How to Administer an Estate, December 19, 2018

•Presentation Author, Asset Protection and Estate Planning for Physicians and Their Practices, SuperConference 2018, June 2018

•Presenter, New Tax Act, CLE Alabama 41st Annual Estate Planning Seminar, December 7, 2018

•Presenter, Income Tax Consequences of Trust, National Business Institute (NBI) Estate Planning and Administration: The Complete Guide Program, August 20, 2018

•Presenter, Practical Issues Representing Fiduciaries, CLE Alabama 40th Annual Estate Planning Seminar, December 8, 2017

•Presenter, How and When to Avoid Probate (Dead or Alive), CLE Alabama 38th Annual Estate Planning Seminar, December 4, 2015

•Presenter, Same Sex Couple Planning Issues in Alabama, CLE Alabama 37th Annual Estate Planning Seminar, November 12, 2014

•Author, Do-it-Yourself Will: Cautionary tale, The Counselor, July 2014

•Presenter, Fixing 'Broken' Trusts: Nonjudicial Ways to Deal with Changed Circumstances Under Alabama Law, Alabama Society of Certified Public Accountants, June 5, 2014

•Presenter, Estate Planning Hot Topics, 95th Alabama Society of CPAs Annual Meeting, June 5, 2014

•Author, Substantiation of Charitable Contributions Deductions: Prove It or Lose It!, The Counselor, June 2013

•Presenter, Traps for the Unwary Fiduciary, Alabama Bankers Association Fall Trust Conference, September 27, 2013

•Author, Sirote's Alabama Law Weekly Update, February 1, 2010

•Presenter, Avoiding Probate-When it Makes Sense and How to do it Right, Birmingham Volunteer Lawyers Program, Inc. Probate Law Training Seminar, November 6, 2009

•Co-author, Succession Planning Is a Must, Banking Traditions (magazine of the Community Bankers Association of Alabama), Winter 2009

•Author, Not-So-Common Knowledge About Common Law Marriage, Estate Planning Advantage, Spring 2008

•Author, Estate Planning in the Digital Age, Estate Planning Advantage, Fall 2007

•Author and Contributor, Estate Planning Advantage , Sirote's Estate Planning Blog

•Author, Reaction to Raich: The Commerce Clause Counter-Revolution, Cumberland Law Review, Vol. 37

•Author, Constitutional Law-Capital Punishment-Eighth and Fourteenth Amendments Prohibit Execution of Juvenile Offenders, Cumberland Law Review, Vol. 36

News

•Sirote Attorneys Featured in B-Metro Magazine for Involvement with Catalyst Fund
•Sirote & Permutt Announces 28 Attorneys Selected As Alabama Super Lawyers 2015
•Seven Sirote & Permutt Attorneys Named to Birmingham Magazine’s 2015 Top Attorneys
•Sirote & Permutt Attorneys to Speak at 95th Alabama Society of CPAs Annual Meeting
•Sirote & Permutt Announces 28 Attorneys Selected As Alabama Super Lawyers 2014
•Nine Sirote Lawyers Named Shareholder
•Sirote & Permutt Announces 30 Attorneys Selected as Alabama Super Lawyers 2013
•Sirote & Permutt Estate Planning Alert: What to Know Before Donating
•Sirote Legal Alert: The Changing Tax Climate
•Birmingham Magazine Names 14 from Sirote as Top Attorneys

Areas of Practice (9)

  • Business & Succession Planning
  • Charitable Planning & Contributions
  • Estate Planning & Administration
  • High Net Worth Families
  • Individuals, Families, Estates & Trusts
  • Litigation
  • Prenuptial & Postnuptial Agreements
  • Private Clients, Trusts and Estates
  • Trust & Estate Litigation

Education & Credentials

Contact Information:
205.930.5323  Phone
205.212.2875  Fax
www.sirote.com
University Attended:
University of Alabama, B.A., summa cum laude, 2004
Law School Attended:
Cumberland School of Law of Samford University, J.D., cum laude, 2007
Year of First Admission:
2007
Admission:
2007, Alabama
Memberships:

Organizations

•Alabama Planned Giving Council
•Board of Directors (2009)
•Immediate Past President
•Alabama State Bar
•Former Officer, Probate Section
•American Bar Association
•Member, Real Property, Probate, and Trust Law Section
•Birmingham Bar Association
•Former Officer, Probate Section
•Estate Planning Council

Birth Information:
Birmingham, Alabama, 1982
ISLN:
919520262

Peer Reviews

4.9/5.0 (22 reviews)
High ethical standing icon
A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.
  • Legal Knowledge

    4.9/5.0
  • Analytical Capability

    4.9/5.0
  • Judgment

    5.0/5.0
  • Communication

    5.0/5.0
  • Legal Experience

    4.9/5.0
  • 5.0/5.0 Rated by a Senior Associate on 04/08/16 in Estate Planning

    Mrs. Shunnara has always shown reliability and expertise in her legal practice, from the beginning of her legal career at law school as a law review member, to her position as partner in one of Alabama's most notable law firms. Highly recommended.

    Mrs. Shunnara has always shown reliability and expertise in her legal practice, from the beginning of her legal career at law school as a law review member, to her position as partner in one of Alabama's most notable law firms. Highly recommended. Read less

    Read less
  • 5.0/5.0 Rated by a In-house Counsel on 04/07/16 in Estate Planning

    Tanya is extremely knowledgeable in estate planning and attentive to the needs of her clients.

    Tanya is extremely knowledgeable in estate planning and attentive to the needs of her clients. Read less

    Read less

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

Birmingham, Alabama

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