Firm / Organisation

Sirote & Permutt PC

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This content is provided by Sirote & Permutt PC.

Managing Partner: W. Todd Carlisle
Number of partners: 65
Number of lawyers: 85

Firm Overview:
Sirote & Permutt, P.C., is a full-service law firm with five offices and long-standing core competencies in estate planning, business, corporate, tax, tax controversy, litigation, real estate, health care, and financial services. Sirote’s attorneys handle matters on behalf of Fortune 500 companies, family-owned businesses, and high net worth individuals. As Alabama’s only member of the Law Firm Alliance, an international association of more than 50 law firms, Sirote serves clients in Alabama, across the US, and around the world. Since 1946, Sirote’s approach to service has reflected its history, philosophy, and understanding of its clients and their industries. The goal is simple: to provide a highly qualified, integrated team of attorneys to represent the clients’ interests in matters large and small, simple or complex.

Sirote’s Private Clients, Trusts and Estates Practice Group is among the largest trusts and estates practices in the Southeast. Sirote has 15 attorneys in the Private Clients, Trusts and Estates Practice Group, four of whom are American College of Trust and Estate Counsel Fellows and ten of whom have an LL.M. in taxation.

Practice Areas
Individual & Family Services
- Estate & Gift Tax Planning
- Estate & Trust Administration
- Comprehensive Wealth Transfer Planning
- Special Needs Planning
- Charitable Planning
- International Estate Planning
- Multigenerational Succession Planning
- Will & Trust Creation & Modifications
- Estate & Gift Tax Return Preparation
Business Planning Services:
- Asset Protection
- Creation of Corporations, Limited Partnerships & LLCs
- Buy-Sell Agreements & Voting Trusts
- Business Succession & Exit Planning
- Life Insurance Planning
- Real Estate Planning
Trust & Estate Litigation:
- Will Contests
- Trust Disputes
- Guardianships & Conservatorships
- Trust Modifications

Main Areas of Practice:

Private Clients, Trusts & Estates:
Sirote provides estate, tax, business, charitable, and special needs planning. Clients include executives, business owners, entrepreneurs, retired persons, charities, philanthropists, banks, trust companies, fiduciaries, families, and family offices. Attorneys handle guardianships and conservatorships, as well as fiduciary litigation and contested proceedings involving estates and trusts, representing both fiduciaries and beneficiaries.
Contact: Elizabeth H. Hutchins
Email: [email protected]
Tel: +1 205 930 5381
Contact: Melinda M. Mathews
Email: [email protected]
Tel: +1 205 930 5135
Contact: Katherine N. Barr
Email: [email protected]
Tel: +1 205 930 5147

Trust & Estate Litigation:
and well-earned reputation in trust and estate litigation, successfully litigating and resolving complex and contentious trust and estate matters and tax implications arising out of them. Sirote’s team of seasoned and experienced litigators regularly practice in this area and are supported by the Private Clients, Trusts and Estates and Tax Practice Groups. The attorneys handle complex tax disputes with the IRS as well as family battles involving closely-held businesses, trusts, real estate, financial accounts, and even personal property items.
Contact: Peter Wright
Email: [email protected]
Tel: +1 205 930 5304

Tax & Business Succession:
Sirote represents individuals, closely-held businesses, and public companies with respect to tax planning opportunities and concerns, including entity choice and formation, compensation planning, succession planning, purchases and sales of businesses, and M&A transactions, to minimize adverse tax consequences. Sirote also provides wealth planning services that consider the impact of income and transfer taxes. Sirote’s tax controversy attorneys represent clients in defending federal, state, and local tax audits. Sirote also defends individual and business clients facing tax issues of a criminal nature.
Contact: Craig M Stephens
Tel: +1 205 930 5246
Email: [email protected]


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