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.
| Seminar Handout (31.2 MB) | 236 Pages | Available after Purchase |
| Slides (413.3 KB) | 20 Pages | Available after Purchase |
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. 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.
Autumn Caudell earned her undergraduate degree from The University of Alabama, and her law degree from Jones School of Law. She was admitted to the Alabama State Bar in 2013. Prior to joining the bar, Ms. Caudell practiced in a small firm for six years. She provided legal services in several different areas, including an emphasis on our indigent community through criminal and juvenile appointments as well as pro bono legal services with the Montgomery Volunteer Lawyers Program. She handled criminal and civil trial cases, as well as a substantial amount of transactional work and certificate of need (“CON”) work. Ms. Caudell joined the Bar as Assistant Ethics Counsel and Director of the Practice Management Assistance Program in 2019.
