Total Credits: 6 including 5 CLE, 1 Ethics
Attendees will receive a bound copy of the newly revised Alabama Probate Law and Procedure. Authored by Thomas A. Nettles IV and revised by Judge James P. Naftel II, this comprehensive publication collects, summarizes and organizes all Alabama statutes relating to the administration of decedent’s estates, and includes illustrative cases as well as suggested pleadings and forms. An essential tool for attorneys new to the area of probate, it will also serve as a valuable reference aid for seasoned practitioners.
| Ethics Handout (17.7 MB) | 62 Pages | Available after Purchase |
| Almond Checklist (21.3 KB) | 1 Pages | Available after Purchase |
Judge Naftel received his B.A., summa cum laude, from the University of Mississippi, and his J.D., magna cum laude, from The University of Alabama School of Law. His practice concentrates in the areas of Estate planning (advice, planning, drafting and implementation of wills and trusts); probate (estate administration, guardianship, conservatorship); estate administration; and estate litigation. Mr. Naftel is a member of the American Bar Association (Real Property, Probate and Trusts Section), the Alabama State Bar Association, the Estate Planning Council of Birmingham, and the Birmingham Bar Association.
Ms. Kelly focuses her practice in the areas of trust and estate planning and estate administration. In her estate planning practice, Ms. Kelly works closely with families and individual clients to assist them with their estate planning needs, charitable giving, and wealth preservation. She has experience preparing wills, trust agreements, and other documents to implement effective plans. She is recognized in Best Lawyers “Ones to Watch” in the areas of Trusts and Estates, Litigation: Trusts and Estates, and Commercial Litigation. She received her J.D. from Samford university’s Cumberland School of Law. While in law school, Ms. Kelly also earned her MBA from Samford University’s Brock School of Business. She graduated magna cum laude with BS in agriculture leadership and development from Texas A&M.
DAVID B. WELBORN is a partner with Browder & Welborn, LLC, who practices in the areas of estate and asset protection planning, business planning, elder law, probate, and tax law. His knowledge and experience in finance, real estate, and business is a great asset in assisting clients across his areas of practice. David was admitted to practice law in the State of Georgia in 2009, the State of Alabama in 2010, and is also admitted to practice before the U.S. Tax Court and U.S. District Court for the Northern District of Alabama. He earned his B.S. degree in Finance (Real Estate) from the University of Alabama, his M.B.A. degree from the University of Alabama Graduate School of Business, and his J.D. degree from the University of Alabama School of Law. In law school, David drafted the “best paper” for the Business Planning final exam, was selected to the Trial Advocacy Team competition class, was a winner of the Dean’s Community Service Award, and was a member of the Phi Delta Phi legal fraternity. David practiced with a large law firm in Atlanta, Georgia, before he and his wife returned to Alabama. David is a Lead Counsel Rated Attorney in Estate Planning Law. He has appeared on the television show, “Law Call,” and is a frequent seminar speaker on matters in the areas of estate, asset protection, business and tax planning. In 2017 and 2018, David was selected as a Super Lawyers “Rising Star” in Estate Planning & Probate.
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.
