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Estate, Trust, and Business Planning
OVERVIEW
CLIENTS

The lawyers of the Estate, Trust and Business Planning Practice Group at Maynard Cooper have a comprehensive Practice, which includes:

  • Sophisticated will and trust drafting
  • Income, estate and gift tax planning including federal, state, local and international tax planning
  • Business planning including organization, structuring and transition
  • Charitable planning
  • Special needs planning
  • Insurance and employee benefits planning
  • Tax controversy litigation and dispute resolution
  • A wide variety of creative wealth transfer and preservation techniques.

Our estate planning clients include the chief executives of some of Alabama’s largest corporations, as well as numerous owners of closely-held businesses. We also regularly assist both individual and corporate fiduciaries with all aspects of estate and trust administration. We currently serve as the primary outside counsel for the institutional and personal trust department of Regions Bank. Several of our lawyers in this Practice Group also represent individual and corporate fiduciaries and beneficiaries in a variety of disputes as part of our Estate, Trust and Fiduciary Litigation Practice Group. Our role as counsel to wealth management companies also includes the drafting and maintenance of policies and procedures manuals; the drafting and review of marketing materials, both from a regulatory and technical standpoint; and strategic planning for corporate opportunity, corporate restructuring and overall risk management.

An important component of our practice has been the representation of closely-held and family businesses, including planning for both their current operation and their future ownership and management. Our business planning attorneys also assist clients with start-up businesses, both operational entities and passive entities, such as those holding real estate and other investment assets.

An overriding objective of our Estate, Trust and Business Planning Practice Group is to integrate personal and business planning in a way that achieves all of our client’s goals, including tax minimization, asset protection, wealth preservation and family harmony.

The experience within our Estate, Trust and Business Planning Practice Group is extensive and includes a team of lawyers spanning our offices throughout Alabama. Of this group, five hold a Master of Laws in Taxation, and four are Fellows of The American College of Trust and Estate Counsel, including one past President. Moreover, five members of our group are consistently recognized by The Best Lawyers in America©, including being tapped as the Best Lawyers “Lawyer of the Year” in the area of Trusts and Estates for several years. Members of the group are also listed among Alabama and Mid-South Super Lawyers year after year. They are actively involved in the Bar, and one is past President of the Probate Section of the Birmingham Bar.

  • Action Resources, Inc.
  • AIG Annuity Insurance Company
  • AIG Aviation
  • Baxter Healthcare Corporation
  • Blue Cross and Blue Shield of Alabama
  • CIGNA Corporation
  • Fidelity Investments
  • Intermark Group, Inc.
  • McWane, Inc.
  • MeadWestvaco Corporation
  • Royal Cup, Inc.
  • Southland National Insurance Company
  • Sterne, Agee & Leach, Inc.
  • The Westervelt Company, Inc.
  • UBS Financial Services, Inc.
  • Weil Brothers-Cotton, Inc.
July 1, 2020
Main Street Loan Facilities for Mid-Sized Businesses: Deal or No Deal?

On June 15, 2020, the Board of Governors of the Federal Reserve System (the “Fed’) opened registration for lenders to participate in the Main Street loan facilities authorized by the Coronavirus Aid, Relief, and Economic Security Act enacted on March…

WARREN B. LIGHTFOOT, JR. ELECTED TO COLLEGE OF LABOR & EMPLOYMENT LAWYERS

Maynard Cooper & Gale is proud to announce that Warren Lightfoot, Jr., Shareholder in the Firm’s Labor & Employment Practice, has been elected as a Fellow of the College of Labor & Employment Lawyers in the Class of 2020. This…