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  • Liz Hutchins and Anne Moses: Estate Planning - Current & New Tax Laws

Liz Hutchins and Anne Moses: Estate Planning - Current & New Tax Laws

  • Thursday, May 24, 2018
  • 11:45 AM - 1:00 PM
  • The Harbert Center

Anne Moses and Liz Hutchins

Estate Planning - Current & New Tax Laws

Liz and Anne will discuss estate and gift taxes; the need to review your wills; why trusts are still important; charitable giving, IRA rollovers; and incapacity, what you must know about elder law and the new digital assets law.

Anne Moses received her B.A. from Barnard College, Columbia University, New York; and her Juris Doctor from St. John’s University School of Law. She is admitted to practice in New York and Alabama and is engaged in estate and business planning; estate and trust administration; and elder law planning. She is certified as an Elder Law Attorney (CELA) and is a member of the National Academy of Elder Law Attorneys.

She is Co-founder of the Elder Law Services Committees of the Birmingham Bar Association and the Alabama State Bar. She is past president of the Birmingham Bar Association Women Lawyer’s Section; and Alabama Women in Business (AWIB). She is former president of Estate Planning Council of Birmingham, SOS Foundation, and Children’s Dance Foundation. She served on the Board of Directors for Pathways. She currently serves on the Shelby County Chamber of Commerce Health Services Group, the Advisory Council of Alabama Women in Business, and the Programs Committee of The Women’s Network.

Anne was selected as a Super Lawyer in the area of Elder Law for 2012 through 2017 as one of the Best Lawyers in America by Consumer GuideSM.  She is a frequent speaker on business matters, and elder care planning and estate planning issues. She is author of “Planning Ideas to Manage the Maze of Medicaid Eligibility” published in the February, 2013 edition of Estate Planning Magazine, Elder Care and Estate Planning for You, and co-author of A Wealth of Information.

Liz Hutchins is a senior member of Sirote & Permutt Private Clients, Trusts and Estates practice group. Her practice includes planning for the management and distribution of clients' estates to accomplish their goals and to minimize estate taxes using sophisticated estate planning tools and techniques. Hutchins counsels business owners regarding succession planning. In probate administration, she assists in the orderly distribution of estate assets and planning for estate and income tax issues. Liz also works with clients to accomplish effective charitable giving and establishes both public and private tax-exempt, charitable entities.

Awards & Accreditations:

  • B-Metro Magazine, Top Lawyer, 2018
  • Best Lawyers in America©
  • Mid-South Super Lawyers 
  • AV-Preeminent, Martindale-Hubbell® Peer Review Rating™

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