Cabaniss, Johnston, Gardner, Dumas &
O’Neal LLP
2001 Park Place North, Suite 700
Birmingham, Alabama 35203-4804
Telephone: 205-716-5254
Facsimile: 205-716-5389
Email:
lw@cabaniss.com
Initial contact with this attorney by email does not create an attorney-client relationship.
Areas of Practice:
Asset Protection Planning
Business Succession Planning
Charitable Planning and Tax
Exempt Organizations
Corporate and Business Law
Estate and Wealth Transfer
Planning
Mediation
Mergers and Acquisitions
Prenuptial/Postnuptial
Agreements
Probate Litigation/Guardianship/
Conservatorship
Probate, Estate and Trust
Administration
Real Estate Transaction and
Financing
Special Needs Planning
Taxation & IRS Audits
Education:
Emory University School of Law
(J.D. 1972)
University of Virginia (B.A. 1969)
Admitted to Practice:
Alabama State Bar |
Leonard
Wertheimer III
Leonard Wertheimer's practice focuses primarily in the
areas of estate planning and administration; wills, trusts and
estates; tax planning for individuals and businesses; and
business law. Other practice areas consist of deferred
compensation planning and administration; executive
compensation; limited liability entity formation and operation;
corporate formation and transactions/real estate transactions;
wealth preservation and asset protection.
Mr. Wertheimer is a frequent speaker at professional
seminars presenting topics relating to estate planning, estate
administration, business succession planning,
generation-skipping tax planning and distributions from IRAs and
qualified plans. Leonard is a former Adjunct Professor of the
Masters in Tax Accounting Program at the University of Alabama
School of Business as well as a former Adjunct Professor of the
Birmingham Southern College School of Business.
Legislative credentials include chairmanship
of an Alabama Law Institute committee which rewrote Alabama’s
Principal and Income Act governing trustees and other
fiduciaries; chairmanship of an Alabama Law Institute committee
which drafted Alabama’s version of the Uniform Prudent Investor
Act, which revises and updates investment standards for trustees
and other fiduciaries; chairmanship of an Alabama Law Institute
committee which drafted Alabama’s version of the Uniform Estate
Tax Apportionment Act; and member of Alabama Law Institute
committee which drafted Alabama’s version of the Uniform Trust
Code and Uniform Power of Attorney Act.
Professional and Civic
Affiliations
American Bar Association; Alabama
Bar Association; Birmingham Bar Association; Alabama Law Institute; Fellow in the
American College of Trust and Estate Counsel; Member of the
Estate Planning Council of Birmingham and Alabama Law Institute;
President of the Rabbi Grafman Endowment Fund for Temple Emanu-El;
Secretary of the Birmingham Jewish Foundation; Member of
Professional Advisors' Council of the St. Vincent's Foundation
of Alabama, Inc.
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