
Charlie advises business leaders, fiduciaries, and families on a wide variety of matters ranging from entity formations to complex estate and trust administrations. Charlie's practice is primarily focused in the areas of tax, trusts and estates, and corporate law. Charlie's trusts and estates practice broadly encompasses probate, wealth-transfer planning, business succession, charitable giving, and asset protection planning. He regularly advises business leaders on the formation, capitalization, and exit planning for various commercial endeavors. Charlie understands in every representation there are tax and non-tax objectives. Charlie consistently prioritizes his clients' goals and peace of mind. Outside the office, Charlie is an avid fisherman.
Experience >
- Represented and advised clients regarding United States Estate (and Generation-Skipping Transfer) Tax Return Form 706.
- Represented clients on the sale of closely held business interests to intentionally defective grantor trusts.
- Represented clients on the modification and termination of various irrevocable trusts under the Uniform Trust Code of Alabama via judicial and non-judicial means.
- Implemented year-end gift transactions of closely-held business interests.
- Advised families regarding sensitive estate planning, trust planning, and business succession planning matters.
- Formed, amended, and dissolved numerous Alabama business entities including limited liability companies, corporations, and a limited liability partnership.
- Designed and implemented Spousal Lifetime Access Trusts in connection with wealth transfer planning.
Memberships and Affiliations >
- Alabama State Bar, Section of Taxation
- American Bar Association, Sections of Taxation and Business Law
- Montgomery County Bar Association
- Montgomery Estate Planning Council, Member
Education >
- LL.M. in Taxation, New York University School of Law 2020
- J.D. Samford University, Cumberland School of Law 2019
- B.A. Economics, Auburn University 2016
- B.S. Finance, Auburn University 2016
Accolades >
- Best Lawyers: Ones to Watch® in America, Tax Law (Recognized 2025)
Related Practices
Licensed In
- Alabama