Alan is a member of the Financial Services industry team, focusing his practice on investment management and private wealth matters. With decades of comprehensive legal experience, he has guided individuals in estate planning and defended them in unexpected litigation. He has represented taxpayers in administrative proceeding and in courtrooms and provided critical services to tax-exempt organizations. He also has served as “general counsel” to families and their businesses.
Alan’s industry work includes:
In addition, Alan frequently presents on financial topics such as taxation, estate planning, business succession planning and probate and trust issues across the country. He has spoken before the Tennessee Bar Association, the Tennessee Society of CPAs, estate planning councils, and at estate planning and planned-giving seminars at the Georgia Institute of Technology, Texas A&M University and the University of New Haven.
Alan is a member of the Tennessee Probate Study Committee, which reviews and comments on pending legislation in the areas of trusts, estates and similar issues. Before entering private practice in 1975, Alan served as the planned giving officer for the University of Tennessee. He also served on the faculty of the National Planned Giving Institute at the College of William & Mary for more than 25 years.