Wealth Transfer Planning

Alabama Estate Law Attorney

The Legal Team at Brunson, Barnett and Sherrer, PC understand that for many high net worth individuals and families, a basic estate plan is not enough. These clients may need additional wealth transfer planning to effectively achieve their personal, charitable and financial goals. The attorneys at Brunson, Barnett and Sherrer, incorporate creativity with advanced planning techniques to maximize wealth transfer and minimize taxes. In every case, we consider the unique aspects of the estate, and customize a comprehensive plan that is fully consistent with the client’s personal goals and objectives.

Customized Wealth Transfer Solutions

While wealth creation can be complicated, clients have three basic options when it comes to wealth transfer:

  1. Leave your estate to family and/or friends;
  2. Leave your estate to the community through one or more charities; and/or
  3. Leave your estate to the government through the payment of transfer taxes.

At Brunson, Barnett and Sherrer, PC we provide our clients with their options and help them to establish custom tailored plans to achieve their particular objectives. Combining our comprehensive knowledge of the law and legal strategies with innovative planning solutions, we develop just the right plan to achieve each client’s personal goals. A comprehensive plan may incorporate Grantor Retained Annuity Trusts, Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Charitable Lead Trusts and Charitable Remainder Trusts among many other strategies and techniques.

At Brunson, Barnett and Sherrer, PC we understand that significant wealth can lead to complex personal and financial issues and result in family conflict. Our goal is to help our clients implement wealth transfer plans that minimize potential conflicts while promoting enduring legacies for generations to come.

Collaborating for Success

At Brunson, Barnett and Sherrer, we make a concerted effort to educate our clients and other professional advisors on the factors that should be considered in their long-term wealth transfer planning.

Contact us Today to Schedule Your Case Evaluation!

Call Us Today!

  • 8020 Parkway Dr
    Leeds, AL 35094
    231 2nd Ave E
    Oneonta, AL 35121
  • Mon to Fri - 9:00am to 5:00pm
    Or By Appointment

Brunson, Barnett, and Sherrer P.C. is a full service, Alabama law firm that serves clients throughout Jefferson County, Blount County, Shelby County, St. Clair County, and Tuscaloosa County, including Birmingham, Alabaster, Ashville, Bessemer, Clay, Fultondale, Gardendale, Homewood, Hoover, Leeds, Moody, Mtn. Brook, Oneonta, Pelham, Pell City, Pinson, Springville, Trussville, and the surrounding areas.


Call For Your Case Evaluation Today!
205-702-6700 or 205-625-5555