Alan counsels clients in taxation, estate planning, business succession planning and probate and trust issues. He also advises tax-exempt organizations. Alan served on the faculty of the National Planned Giving Institute at the College of William & Mary for more than 25 years; he is also a member of the Tennessee Probate Study Committee, which reviews and comments on pending legislation in the areas of trusts, estates and similar issues.
Alan presents on topics including taxation, estate planning, business succession planning and probate and trust issues across the country for organizations such as the Tennessee Bar Association, the Tennessee Society of CPAs, estate planning councils, and at estate planning and planned giving seminars at Georgia Institute of Technology, Texas A&M University and The University of New Haven.
Prior to entering private practice in 1975, Alan served as the Planned Giving Officer for the University of Tennessee.