Cases
Experience: Practiced law for over 40 years in areas of taxation, business, estates, White Collar Criminal Defense
probate litigation.
Significant experience in probate litigation, corporate, partnership, individual
estate tax planning
transactions, business succession planning, including mergers
acquisitions, reorganizations
joint ventures,
Federal
State tax litigation, including proceedings before U.S. Tax Court, the United States District Courts
Courts of Appeal.
Serves as an adjunct professor for the University of Alabama Law School.
Serves as a member of the State of Alabama Ethics Reform
Clarification Commission.
Recent experience:: Recently tried US Tax Court case, two others pending, represented clients in sale of their substantial medical practice, appointed by Probate Court to oversee large class-action settlement, litigated probate matter in Circuit Court
on Appeal to Supreme Court of Alabama (successful at each court)
appointed to State of Alabama Ethics Clarification
Reform Commission by Alabama Law Institute
Alabama Legislature.
Very favorably resolved substantial corporate opportunity litigation on behalf of minority shareholder plaintiff.
Represented individual before IRS
FBI accused of structuring bank deposits so as to avoid currency transaction reporting requirements: no indictment, charges dismissed.
Represented two former HealthSouth executives (not Mr. Scrushy) who were indicted separately, one of whom was acquitted on all counts after a month-long jury trial
the other's indictment was dismissed with prejudice.
Represented multiple bank officials targeted by Office of Comptroller of the Currency
U. S. Justice Department. All cases closed without indictment.
Represented brokers before S.E.C., FINRA
FBI,
conducted Sarbanes-Oxley corporate internal investigation for public Fortune 500 corporation.
Resolved favorably two U.S. Tax Court cases.
Represented companies
individuals in connection with criminal
regulatory investigations, as well as parallel civil
criminal proceedings.
