Anne R Moses

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Estate Planning

We represent individuals and their financial planners, bankers, accountants and insurance representatives in the following areas:
* Analyze client's assets; any expected inheritances; beneficiary designations; and how the client and spouse wish to leave their assets
* Review employee benefit plans, including IRA and 401-k distributions; and other deferred compensation plans; and provide related creative tax planning
* Advise and document charitable gifts either through outright gifts, charitable lead or charitable remainder trusts or annuities
* Develop gifting programs to family members either in trust, or through outright gifts, including planning of proper timing.
* Plan distribution of assets to designated family members. These assets can range from family heirlooms to business interests and stock
* Analyze income, estate and gift tax issues, including capital gains treatment of various assets
* Develop plans to remove assets from a client’s taxable estate – through outright gifts or trusts, such as Qualified Personal Residence Trusts; Defective Grantor Trusts; Irrevocable Living Trusts, Life Insurance Trusts, or gifts to a spouse
* Analyze business planning issues including eventual transfer of ownership of business interests to family members, or others, to provide for a smooth transition and avoid a sale at the death of the founder; business reorganizations, the creation of ESOPs, and the sale of the business. Address issues of various family members and their interests in the business so that the individuals most interested in continuing the business are given that opportunity free from control by family members with differing interests. Form life insurance trusts and effect other techniques to fund the purchase of a business interest
* Develop plans for the use of life insurance through life insurance trusts and other vehicles to achieve the client’s goals, with minimum tax implications
* Represent professionals, partners, corporate executives and owners of closely held businesses, their spouses and family members to achieve maximum tax benefits and minimum family chaos in business succession planning.

Estate & Trust Administration / Probate

We represent individuals, families, and financial institutions in the following areas:
* Advise family members concerning the settlement of a decedent’s estate, including gathering assets, payment of outstanding obligations, preparation of gift and estate tax returns and consideration of various options concerning the taxation of the estate, including generation skipping tax issues, and distribution of the assets as desired by the decedent, and closing the estate
* Represent individual and corporate fiduciaries in the administration and settlement of the decedent’s estate, including representation in court as needed, from the filing of a petition for probate of the will through the final settlement of the estate
* Represent fiduciaries and beneficiaries in connection with distribution of principal and/or income from trusts and assist in the administration of the trust
* Represent family members and others who may have claims against the estate or object to the will or the administration of the estate by the fiduciary
* Address business succession issues for the closely held business owner and the orderly transfer of the business to family members, employees, or purchasers of the business
* Represent out of state clients in ancillary administration of estates; transfer of real estate and other assets located in this state
* Assist in resolution of family issues involving estate settlement and business issues

Moses & Moses PC
300 Cahaba Park Circle #100
Birmingham AL 35242
Tel: 205 967-0901
Fax: 205 967-0942
E-mail: anne@mosespc.com

Accredited Estate Planner - National Association of Estate Planners & Councils

Certified Elder Law Attorney - National Elder Law Foundation

Alabama Attorneys at Law

You can expect personal service and creative, cost-effective, and strategic solutions from us for your business, for individuals, including seniors and their families and for litigation needs.

We have certified specialists in Estate and Elder Planning, Probate and Elder Law and special training and experience in Federal and State tax laws. Our experience in advising and representing a broad range of businesses coupled with commercial litigation ranging from contract and general business disputes to tortious conduct allows us to provide quality service to our business clients and key employees, and to resolve or pursue our clients' objectives efficiently and effectively.