Total Credits: 6 including 5 CLE, 1 Ethics
Your clients depend on you to protect their financial interests, but planning in today’s financial environment is more complex than ever. Don’t miss this important program, which for over 45 years has helped Alabama attorneys safeguard their clients with the practical information that is essential to any estate planning practice.
Sarah S. Johnston is Shareholder in Dentons Sirote’s Trusts, Estates and Wealth Preservation section in Birmingham, Alabama. Since 2004, she has represented clients in estate and tax planning, trust and estate administration, trust and estate litigation, wealth preservation, and business succession planning. Sarah also regularly advises clients with estate planning for retirement.
Designated as an Accredited Estate Planner (AEP®) by the National Association of Estate Planners and Councils, Sarah drafts wills, trusts, prenuptial agreements, and a wide array of documents to assist with planning for estate taxes, wealth transfer, blended families, special needs, and incapacity. Additionally, she assists with pro ami settlements for individuals with special needs.
After the death of a loved one, Sarah advises and represents fiduciaries, individual and corporate, and beneficiaries in estate and trust administrations. When disputes arise, she represents clients in probate court and provides litigation support for estate and trust matters in circuit court. As part of her probate practice, Sarah assists with establishing guardianships and conservatorships.
Mr. Anthony is an Associate in the Firm’s Corporate section and a member of the Trust, Estates and Business Planning, Family Business, and Fiduciary Advisory Services practice groups. He focuses his practice on advising clients with respect to their estate and tax planning needs, including the preparation of wills, trusts, and other documents to implement plans to achieve their goals regarding tax planning, charitable giving and wealth preservation. Mr. Anthony also advises clients with respect to their business planning needs, including formation and choice of entity issues, day-to-day general counsel services, and succession and exit planning. Mr. Anthony received his J.D. from Vanderbilt University Law School, where he volunteered with Law Students for Innocence & Prisoner Rights and worked with the Intellectual Property & the Arts Legal Clinic. He earned his B.S. in Economics and B.S. Finance, summa cum laude, from The University of Alabama, where he was a Presidential Scholar and member of the Honors College. He also received the Faculty Excellence Award in Economics.
Mr. Bostick is a member of the Trusts and Estates Practice Group in the Birmingham office of Bradley Arant Boult Cummings LLP. Mr. Bostick received his B.S. from Auburn University, his J.D. from Cumberland School of Law and his LL.M. from Georgetown University Law Center. Mr. Bostick is a member of the Alabama Bar Association, Tennessee Bar Association, Birmingham Bar Association and the Estate Planning Council of Birmingham. His practice primarily involves estate and trust planning and administration, business succession planning and taxation.
Peter's practice focuses on trust and estate litigation matters, with particular emphasis on will contests, estate and trust administration matters, joint account or joint ownership of property disputes, power of attorney litigation, and general representation of fiduciaries (including trust institutions or corporate trustees), and beneficiaries of estates and trusts. Additionally, Peter routinely handles adversarial and non-adversarial guardianship and conservatorship matters, and has been appointed to mediate various trust and estate administration disputes.
Roman was born and raised in Tuscaloosa, Alabama. He attended undergraduate, graduate and law school at the University of Alabama. He practiced law in Tuscaloosa for a couple of years then practiced with the Montgomery, Alabama firm of Beasley Allen for 17 years. As a lawyer, Roman had a multi-jurisdictional practice and was licensed to practice law in 8 states and over 35 federal jurisdictions. He has represented individuals, businesses, insurance companies and state governments. In January of 2017, Roman was appointed as a trial judge in Montgomery County. In June of 2018 he became the General Counsel of the Alabama State Bar. He is married to Caroline Thames Shaul and has three daughters, Anne Kingsley (14), Isabel (13) and Thompson (6).
