•Estate Planning for individuals, including advising clients in planning their estates to accomplish personal goals and minimize estate taxes
•Drafts documents such as wills and trusts, to carry out clients’ plans
•Assists families of deceased persons in probate administration - especially those estates with estate, gift, or income tax implication
•Helps clients develop charitable giving techniques and establish both public and private tax-exempt entities
Outside the Office
•Phoenix Club of Birmingham
•Estate Planning Council of Birmingham
•Speaker on estate and trust topics at Alabama Society of Enrolled Agents 2018 Fall Seminar
•Speaker on long-term trust planning at CLE Alabama’s 2018 Estate Planning seminar.
Sirote & Permutt Welcomes Seven New Attorneys - 10/15/2014
•Alabama State Bar
•Phoenix Club of Birmingham and Estate Planning Council of Birmingham
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