Charles C. Smith


Charles C. Smith

Charlie regularly advises families, businesses, fiduciaries, and advisors on a wide-variety of matters ranging from business entity formations to complex estate and trust administrations. His practice is primarily focused in the areas of tax, business law, and trusts & estates.  Charlie frequently advises his clients on income taxation, estate and trust litigation, asset protection, and business succession matters. Charlie prioritizes understanding the clients’ goals and providing solutions in a tax-efficient manner. Outside the office, Charlie is an avid fisherman.

Experience >

  • Advised a multi-national investment fund manager regarding certain crypto-currency transactions.
  • 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

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

Related Practices

Licensed In

  • Alabama