• identifying and addressing federal and state income tax issues

• helping clients structure transactions that possess inherent tax problems

• protecting clients through formal tax deficiency disputes at the local level, Appeals Office, and U.S. Tax Court (for federal taxes) as well as the Administrative Courts (for state tax issues)

Estate planning services for individuals includes the following:

• assessment of potential problems stemming from estate taxes, gift taxes, and generation-skipping taxes
  
  
• preparation of wills
  
  
• preparation of trusts, including revocable trusts and irrevocable trusts such as "minor's trusts," insurance trusts, trusts utilizing "crummey" powers, and charitable remainder trusts

The probate practice includes administration of estates and trusts as well as issues pertaining to guardianships, conservatorship, and related issues. 

J. Birch Bowdre 
Tel: (205) 870-0555 
Fax: (205) 871-7534 
E-mail: bb@wallacejordan.com

Additional Attorneys Practicing in
This Area Include:

Glenn E. Estess, Jr.
Larry S. Logsdon
Phillip D. Corley, Jr.
Julie Bonner DeArman