Mr. Saunders is licensed in Alabama and Georgia to practice law, and focuses his practice in estate and trust planning and administration, probate matters, and nonprofit/tax exempt organizations.
He assists individuals and families preserve and transfer wealth to their loved ones and charitable organizations by crafting and implementing a variety of estate planning techniques, including the routine preparation of wills, powers of attorney, advance health care directives, and revocable and irrevocable trusts. Mr. Saunders also assists individual and corporate administrators, executors, and trustees with estate, probate, and trust administrations. Such strategies focus on advising individuals and families with regards to estate planning, income, estate, gift, and generation-skipping tax issues, and tax savings and minimizing strategies. He has helped blended families, non-married couples, and others configure optimum estate planning options. Mr. Saunders advises family businesses about succession planning and other entrepreneurs in entity formation matters.
His practice also involves representing beneficiaries of estates and trusts. Mr. Saunders frequently supports a family’s team of accountants, financial planners, insurance agents, and other financial advisors in the preparation of estate plans, and filing of gift tax returns, estate tax returns, and fiduciary income tax returns. He also routinely receives guardian ad litem appointments from local courts.
Mr. Saunders often works closely with nonprofit and tax-exempt organizations, from counseling donors in achieving charitable planning and giving goals to helping numerous entities and organizations of all sizes and budgets obtain and maintain federal tax exemption as well as routinely guiding these nonprofit and other tax-exempt organizations with incorporating or designing effective policies.