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December 14 - Montgomery JOSEPH C. DENISON is a partner in the law firm of Denison and Denison, P.C., where his practice focuses on estate, tax and business planning, including revocable, irrevocable and charitable trusts, family limited partnerships, private foundations, asset protection and tax reduction methods. Mr. Denison was a law professor at Regent University School of Law in Virginia Beach, Virginia, where he taught in the areas of income tax, estate and gift wills, wills, trusts, estates and estate planning. He also has taught charitable trust techniques to a national audience of estate planning attorneys and estate planning and asset protection techniques to professional groups and the general public throughout the country. Mr. Denison earned his B.S. degree from the University of Alabama, his M.B.A. degree from Samford University, his J.D. degree from Oral Roberts University School of Law and his LL.M. degree jointly from the University of Alabama and the University of Florida. He is a member of the National Academy of Elder Law Attorneys, the Christian Legal Society, the National Network Estate Planning Attorneys, The Florida Bar (member, Elder Law Section), Virginia Bar Association (member, Trusts and Estates Section) and the Alabama State Bar (member, Real Property, Probate and Trust Section). RICHARDSON B. MCKENZIE III is a shareholder with Kaufman Gilpin McKenzie Thomas Weiss, PC. Mr. McKenzie has a sophisticated and wide-ranging estates and trusts practice. He is leader of the estates and trusts practice group, and counsel’s individuals and families in all aspects of estate planning, asset protection and business succession, including the design and drafting of legal documents to achieve both tax and non-tax motivated objectives. Mr. McKenzie also represents closely-held businesses. Among the estate planning instruments he prepares are wills, revocable trusts (living trusts), irrevocable trusts, dynasty or "perpetual" trusts (GST exempt trusts), family limited partnerships, grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), charitable remainder trusts and charitable lead trusts. Mr. McKenzie also assists clients with charitable gift agreements, premarital agreements, powers of attorney for property and for healthcare, and living wills. For closely-held business clients he structures corporations, partnership agreements, limited liability company agreements, shareholder agreements, management succession plans and buy-sell agreements. When necessary, Mr. McKenzie represents clients in estate and gift tax disputes with the Internal Revenue Service. He advises fiduciaries (executors and trustees) on all aspects of estate and trust administration, including probate administration, preparation of state and federal estate tax returns, preparation of accountings, and termination and distribution of estates and trusts. Mr. McKenzie also represents fiduciaries and individual clients in a variety of trust and estate litigation, including controversies over will and trust construction, and alleged breaches of fiduciary responsibilities. He also has significant experience and expertise in the tax aspects of real estate transactions and the tax aspects of executive compensation plans, equity-based compensation arrangements and qualified employee benefit plans. Mr. McKenzie is a member of the Montgomery County Bar Association and American Bar Association (Taxation, Real Property, Probate and Trust Law, Corporation, and Banking and Business Law sections. He earned his B.A. degree from Davidson College, his J.D. degree from the University of Alabama and his LL.M. degree from the University of Miami. SCOTT R. TALKINGTON is the principal with the Montgomery law firm of Scott R. Talkington, L.L.C., where he practices in decedent’s estates, estate administration, estate litigation, estate planning, estate settlements, family trusts and wills. He has previously spoken on his areas of practice. Mr. Talkington earned his B.S. degree from Auburn University and J.D. degree from Cumberland School of Law of Samford University. He is a member of the Montgomery County and American bar associations, and the Alabama State Bar. December 15 - Mobile MICHAEL E. BALLARD is a member of the Mobile law firm of Ulmer, Hillman & Ballard, P.C., where he practices in probate, estate planning, taxation and business planning. Mr. Ballard teaches wills, trusts and probate in the Paralegal Program at the University of South Alabama. He earned his B.S., M.B.A. and J.D. degrees from the University of Alabama, and his LL.M. degree from Emory University. Mr. Ballard is a member of the Mobile Bar Association, the Alabama State Bar (member, Real Property, Probate and Trust, and Elder Law sections) and the Mobile Estate Planning Council. DUANE A. GRAHAM is a partner in the Mobile law firm of Armbrecht Jackson LLP, where he practices in the areas of real estate, estate planning and probate, and oil and gas law. Mr. Graham serves as a temporary judge of Probate Court for Mobile County and is a frequent lecturer on his areas of expertise. He received his B.A. and J.D. degrees from the University of Alabama. Mr. Graham is a member of the Mobile Bar Association, the Alabama State Bar, the Mobile Estate Planning Council and the U.S. Oil and Gas Association. THEODORE L. GREENSPAN is an attorney with the firm of Galloway, Wettermark, Everest, Rutens & Gaillard, LLP, in Mobile, where he focuses his practice in the areas of probate, estate planning, corporate, real estate law and bankruptcy. Mr. Greenspan earned his B.A. degree from Bloomfield College, his J.D. degree from Cumberland School of Law of Samford University, his LL.M. degree from the University of Alabama and is a graduate of the Southern Trust School. He has lectured before business and professional groups on probate, estate planning and elder law. Mr. Greenspan is a member of the Alabama State Bar (former vice president and treasurer, Elder Law Section) and Mobile Bar Association (member, Probate Section). He is an Accredited Estate Planner (AEP) by the National Association of Estate Planners and Councils.
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