Estates, Wills & Trusts

Sirote & Permutt attorneys engage in extensive planning to minimize taxation of clients’ estates and to provide for the future financial needs of families. The firm’s broad spectrum of services includes:

  • Will & Trusts
  • Probate of Estates
  • Trust & Estate Administration
  • Estate Planning
  • Gifts & Wealth Transfer
  • Family Business Planning
  • Charitable Giving & Tax Exempt Organizations
  • Planning for families with special-needs children or family members
  • Asset Protection
  • Insurance & Retirement Planning
  • Litigation: Probate, Estate & Trust
  • Guardianships & Conservatorships
  • Estate & Gift Tax Compliance
  • Establishment of Family Limited Liability Companies

Our attorneys counsel executors and trustees on available tax elections and tax alternatives which can be used to save both income and estate taxes. The firm also handles many other probate court matters, including adoptions, guardianships and juvenile proceedings.

Our Estate and Trust Litigation practice completes a full range of legal services in the probate area, including the representation of individuals and corporate fiduciaries. In the area of charitable planning, clients consult regarding charitable gifts and foundations.


News

Sirote & Permutt Attorneys to Present Seminar About Health Care Law to Alabama Society of Enrolled Agents - 5/15/2013

Sirote's Leigh Kaylor Speaks on Digital Asset Planning - 5/8/2013

Sirote's Katherine N. Barr to Moderate Special Needs Panel at ABA Symposia - 4/25/2013

Sirote's Elizabeth Hutchins Appointed Alabama State Chair for ACTEC - 4/19/2013

Sirote's Shirley Justice featured in Business Alabama's "Number One Tax Tip for 2013" - 3/12/2013

Estate Planning Week - 10/22/2012

Howard Neiswender Joins Sirote as a Shareholder - 9/5/2012

Estate Planning LegalALERT: Estate Tax Repeal – Or Not? - 1/7/2010