Birmingham Tax Attorneys for Estate & Business Planning
Strategic Tax Planning for Long-Term Success
Protecting Family Wealth & Business Interests Through Smart Tax Strategies
Tax law is a critical part of every estate and business plan. Gardner Law, LLC provides clients with sophisticated income, estate, gift, and generation-skipping tax transfer planning to reduce liabilities and preserve assets for future generations. Our attorneys integrate legal, financial, and family goals to create efficient, compliant strategies.
Whether you’re transferring assets, structuring a family business, or planning for retirement, our team helps you navigate changing tax laws with confidence and clarity.
Our Tax Law Services
Helping Clients Navigate Complex Tax Matters
We advise high-net-worth individuals and families on reducing federal estate and gift taxes through strategic lifetime gifting, trust structures, and testamentary planning.
Estate & Gift Tax Planning
Generation-Skipping Transfer (GST) Tax
Our attorneys design multi-generational planning tools that minimize GST tax exposure and promote long-term wealth preservation.
Business Tax Structuring
For entrepreneurs, we create business structures and transfer plans that align with both operational goals and tax efficiency.
Post-Mortem Tax Filings
We assist executors and trustees with estate and fiduciary income tax filings, ensuring compliance while optimizing results.
Why Clients Choose Gardner Law
Legal & Tax Insight That Makes a Difference
- LL.M. in Taxation and Estate Planning and years of specialized experience
- Integrated approach combining tax, estate, and business law
- Focus on minimizing liability and maximizing transfer value
- Guidance tailored for high-net-worth individuals and family businesses
- Responsive, detail-driven counsel you can rely on
Tax Planning Questions
Answers to Common Estate & Business Tax Concerns
Does Alabama have an estate or inheritance tax?
No. Alabama does not impose an estate or inheritance tax, but federal estate tax may apply to larger estates. We help you plan accordingly.
What is the current federal estate tax exemption?
The exemption amount can change annually. Our firm monitors federal updates to ensure every plan reflects current thresholds and opportunities. The basic federal estate tax exclusion for persons making gifts in 2026 or during 2026 is $15,000,000. The exclusion is unified between the gifts and estate tax.
When should I start tax planning?
It’s never too early. Planning ahead allows you to make strategic decisions and implement strategies that reduce your estate and gift tax exposure.