Estate Planning Attorney - Davis & Fields

National Business Institute – Estate Planning from A to Z

Margie Y. Williams, Attorney in Daphne, AL

Our own Margie Williams was a featured speaker at the National Business Institute seminar “Estate Planning from A to Z”. The seminar was held on December 13 and 14 at the Hampton Inn & Suites in Mobile. Margie offered her insight on estate planning topics and provided a detailed overview of estate planning procedure and strategy.

Margie’s topics included:

TRUSTS 101

A.        Types, Goals and Functions of Trusts

B.        Major Laws Governing Trust Creation and Administration

C.        Who are the Main Parties? Their Duties and Responsibilities to a Trust

D.        Revocable vs. Irrevocable

E.         Choosing Trust Situs

F.         Trust Funding Basics

ETHICAL CONSIDERATIONS

A.        Defining Who Your Client is from the Start

B.        Handling Clients with Diminishing Mental Capacity

C.        Lawyers Acting as Fiduciaries

D.        Estate Status Updates for Clients – Why it Pays Off and How to do it Efficiently

E.         Practicing before the IRS

F.         Getting Paid: Billable/Non-Billable Hour and Retainer Agreements

G.        Preventing Unauthorized Practice of Law by Legal Staff

Margie is a member of the Estate Planning Council of Mobile, the Alabama Bar Association, the Baldwin County Bar Association and the Mobile Bar Association.

Davis & Fields represents clients

Money moving in land acquisitions for road, bridge project

Below is an article found on Lagniappe Mobile – Richard Davis and Davis & Fields is representing is representing two clients in the condemnation process for the $87 million project:

The Alabama Department of Transportation is following up on condemnations with cash for property owners as the state continues to acquire land for a controversial road and bridge project in south Baldwin County.

“The money was held up for a period of time for reasons I don’t know,” attorney Warren Herlong said. “But now the money is flowing. And there are substantial monies flowing.”

According to documents filed with the Baldwin County Probate Court, the state offered nearly $12 million for 10 of 21 tracts the state says it needs to build the project. Plans call for a flyover bridge off of the Foley Beach Express just south of County Road 8 to start a roadway through the condemned properties, culminating with a bridge over the Intracoastal Waterway just east of the Gulf Shores airport.

This project has stirred up controversy at both ends, with residents saying they were not informed about several aspects of the project. And state officials have admitted they have not done thorough studies to warrant a third bridge to the island. On the north side Craft Farms residents are worrying about noise from a 29-foot bridge a half-mile from their neighborhood.

Herlong is representing six clients in the condemnation process for the $87 million project.

“Your review of the court of records will show you the kinds of offers that have been made,” Herlong said. “In my cases there’s some $6 million in offers. Those monies have been released and paid intothe court.”

The largest offering among his clients is for tract 13 for $3.8 million and involves owners Laura Almaroad, Wanda Dickman and Joy Sprunger. Others include Doyce and Shirley Ellenberg, who were offered $1.2 million for 21.25 acres; the Williams Joseph Evans Revocable Trust, which was offered $737,150 for 3.09 acres; Orlanda B. Clark-Perrault and Robert T. Perrault, who were offered $450,000 for 3.06 acres; the George Wallace family, which was offered $374,300 for 20.38 acres; and Anthony and Patricia Diliberto, who were offered $405,000 for 8.38 acres.

“These are significant takings with significant offers,” Herlong said. “Right off the top of my head I can think of $10 million in offers.”

Among the biggest of the remaining cases is an offer for to the owners of Pandion Ridge, who own land on the south side of the Intracoastal Waterway. ALDOT initially offered them $3.7 million for 49.75 acres. On the north side of the waterway where the bridge footing is planned the state offered Coastal Resort Properties of North Carolina $943,150 for 29 acres. Attorney Richard Davis of Daphne is representing those two property owners. Both cases are being heard in the Baldwin County Circuit Court.

Others include Darrell Tidwell of Gulf Shores, who was offered $175,900 for 6.69 acres; Marvin Ray and Kathleen Peed, who were offered $70,000 for four acres; and the Baldwin County Bridge Co. was offered $9,750 for .13 acres.

Posted by | Jul 18, 2018 |

Moving Day South Alabama 2018

About Moving Day South Alabama

About Moving Day South Alabama

Moving Day South Alabama is our first annual fundraising walk event. It is a fun and inspiring fundraising event that unites families, friends and communities both large and small in the fight against Parkinson’s disease. This celebration of movement will feature a family friendly walk course, a kids area, a caregivers relaxation tent and a special Movement Pavilion featuring yoga, dance, Tai Chi, Pilates, etc. all proven to help manage the symptoms of PD.

It is ‘A day to move, a day to move others, a day that moves YOU!’

Event Details

Location:

Spring Hill College – Mobile | MAP

Registration Opens:

8:30 a.m.

Walk Start time:

10:30 a.m.

Contact:

Megan Willard
ph: 813-940-7246
mwillard@parkinson.org
7th Annual Mobile Bar Association of Women Lawyers - Networking Event for Professional Women

The Mobile Bar Association of Women Lawyers – 7th Annual Networking Event for Professional Women

The Mobile Bar Association of Women presents the 7th annual Networking event for Professional Women.

Featured Speaker: Our own Christine Clolinger will discuss the importance of women networking events

When: Thursday, October 26, 2017, 5:30pm – 7:30pm
Where: RSA Battle House Tower, 29th Floor, Regions Bank Pharr Room, 11 North Water Street, Mobile, AL
Admission is $20 and is payable at the door – Cash or check only

Join professional women from Mobile and Baldwin County for a night of networking.
Enjoy complimentary hors d’oeuvres and drinks by Georgia Roussos Catering.
Door prizes and more.

Special Needs Expo – Daphne

Special Needs Expo – Daphne (9/23/17)

Mobile Bay Parents Magazine and Eastern Shore Parents Magazine are hosting their inaugural Special Needs Expo from 10 a.m. to 1 p.m. on September 23, ad St. Paul’s Life Center in Daphne, AL. Admission is free and attendees will have the opportunity to visit with exhibitors and learn about products, support groups, recreational activities, healthcare, therapy and other services for children and adults with special needs.

View full article and event details

Baldwin County Bar Foundation Sporting Clay Tournament

Bar Foundation Clay Shoot Fundriaser 2017

What is a Clay Shoot?

It has been said that a clay shoot is “Golf with Shotguns.” If you’ve done this before, you know this. If you haven’t done this before, you’re in for a treat. Bushy Creek is located in a pleasant, wooded area of North Baldwin County. After you check in and all have received a safety briefing, you will pack your shotgun and shells into a golf cart with the three other members of your team and head out onto the course.

Under our format, each person will shoot 6 to 8 targets at each station. Bushy Creek has 14 stations, and each person will face a total of 100 targets during the round. The object is to break as many of those clay rascals as you can. Completing the course takes about 2 hours.

While the range is ‘hot’ we will have plenty of water and soft drinks to keep you hydrated.  Once all of the shooters have finished, your entry fee entitles you to have dinner and refreshments.

What would a tournament be without an awards ceremony?  After all of the scores have been tallied we will announce the winners in the various categories and distribute the prizes.

What is the Bar Foundation?

The Baldwin County Bar Foundation was founded in 2006 and is a 501(c)3 organization. Its purpose is to receive and administer funds for charitable, literary or educational activities as may be related to the legal profession, the judiciary and the public. Each year the Foundation gives grants to qualifying

applicants such as: The Drug Court Foundation, The Veteran’s Court, CARE House, The Lighthouse and others. The Bar Foundation gave five grants in 2016 totaling $11,000 dollars.

For more information click here

Under His Wings

Under His Wings – A Christian Home of Hope for Girls

As a proud supporter of Under His Wings, https://underhiswingsbaldwin.org/, a Christian based organization for at risk girls; we are very excited to say that they will be moving into their new home this October and wish to say thank you to all of the supporters of this incredible organization. Please take a moment to connect with them on Facebook, https://www.facebook.com/UHWPsalm91/ and congratulations, once again!