Burr & Forman LLP

  • Established in 1905
  • Firm Size 343
  • Results Matter
  • Profile Visibility [ i ]
    • #75 in weekly profile views out of 1,111 Law Firms in Birmingham, AL
    • #225 in weekly profile views out of 314,629 total law firms Overall
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Trusts & Estates

Our Estate & Tax Planning group is as varied as our clients’ financial needs.

We tailor our services to help our clients—be they individuals, families, business owners, or other high-net-worth clients—protect, preserve, and pass down what they’ve worked so hard to build. We also regularly advise corporate trust departments for their fiduciary administrative duties. Unlike estate and financial planners outside the legal profession, we have the knowledge, experience, and technology to advise clients on the most sophisticated and comprehensive estate and tax planning opportunities available under current law, which enables us to implement the most effective planning strategies. We work directly with accountants, life insurance agents, and financial planners to create the very best team our clients can have.

Our services include:

  • Wills and trusts
  • Marital agreements
  • Health care directives (living wills and health care proxies)
  • Powers of attorney
  • Estate and gift tax planning
  • Generation-skipping transfer tax planning
  • Charitable gift planning
  • Probate and estate administration
  • Post mortem transfer and income tax planning
  • Fiduciary representation
  • Business succession planning
  • Family limited partnerships and limited liability companies

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Peer Reviews

4.8/5.0 (850 reviews)
  • Legal Knowledge

    4.8/5.0
  • Analytical Capability

    4.8/5.0
  • Judgment

    4.8/5.0
  • Communication

    4.7/5.0
  • Legal Experience

    4.7/5.0
  • 5.0/5.0 Review for Mr. Kip Nesmith by a Partner on 06/09/13 in Litigation

    Kip is a hard charger that works real hard and does great work.

  • 5.0/5.0 Review for Mr. James Hoover by a Partner on 03/12/13 in Health Care

    Jim Hoover is one of the most capable lawyers in Alabama and excels in his practice.

Peer reviews submitted prior to 2008 are not displayed.

Client Reviews Write a Review

Diversity

Burr & Forman LLP is committed to recruiting, hiring, developing, and promoting lawyers and staff without regard to age, race, color, religion, sex, national origin, military and protected veteran status, sexual orientation or disability.

We recognize that our ability to serve our clients is strengthened by establishing a diverse workforce in which differences are accepted and valued on an inclusive basis.

Burr & Forman LLP desires to foster a multi-cultured atmosphere that provides a cooperative work environment where everyone is treated with mutual respect, trust and understanding, and where everyone can reach their full potential. The firm values the knowledge and talents of a multicultural team in order to meet and exceed individual and business goals, and client expectations.

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