Attorneys

 

Sarah Stillito

Partner

706.243.6237 direct phone 706.243.5237 direct fax

 

email | vcard

 

Legal Assistant

Lucia Reed

email

706.243.6240 direct phone

 

Areas of Practice

 

  • Tax and Estate Planning
  • Charitable Gift Planning
  • Exempt Organizations General
  • Business and Taxation

 

Alan F. Rothschild, Jr.

Alan Rothschild has practiced estate planning, taxation and general business law with Hatcher Stubbs for over 29 years.  In the estate planning area, Alan works with individuals and their advisors to design estate plans that effectively address each family’s unique tax and personal needs.  Much of his work in this area focuses on successful strategies for multi-generational wealth succession planning, including the transition of family businesses and family lands to future generations.

 

Alan also has extensive experience advising clients on the design and implementation of thoughtful and effective charitable gifts – both while the client is in life, through techniques such as private foundations, donor-advised funds, conservation easements and charitable trusts, and at death, through their wills and testamentary trusts. 

 

A substantial part of Alan's practice is dedicated to the formation and on-going representation of tax exempt organizations throughout the southeastern United States.  Representative clients include family foundations, community foundations, university-related foundations, and regional non-profits in the areas of social service, cultural arts, and education.  Alan is an Adjunct Professor at the University of Miami School of Law, where he teaches a course in the Masters of Law program on Charitable Giving.

 

Probate and estate administration also constitute an important part of Alan’s practice.  This includes the representation of individual beneficiaries, executors and trustees, as well as representing corporate fiduciaries in the probate and administration of estates and the ongoing administration of trusts.  Alan also has significant experience resolving tax audits, estate disputes and dealing with the challenges of an aging population, including guardianships, conservatorships, and health-care decision making.

 

In his general business and tax practice, Alan works closely with other lawyers and paralegals at Hatcher Stubbs in counseling West Georgia and East Alabama businesses and health care organizations on general operational matters, including entity selection, tax compliance, acquisitions and sales, employment and contract matters.

 

Outside of his law practice, Alan is past Chair of both the State Bar of Georgia’s Fiduciary Law Section and the American Bar Association’s Section of Real Property, Trust & Estate Law.  He lectures and writes frequently on estate planning, charitable giving and legal ethics at programs and in publications sponsored by the American Bar Association, the State Bar of Georgia, University of Miami's Heckerling Estate Planning Institute, Georgia Federal Tax Conference, Southern Federal Tax Institute and various financial institutions and exempt organizations.  Alan has served on numerous community and charitable boards throughout his legal career, including The Greater Columbus, Georgia Chamber of Commerce, Columbus State University Foundation, United Way, Columbus Museum, Georgia Museum of Art, Georgia Humanities Council, Georgia Trust for Historic Preservation, Greenlaw, The Mildred Miller Fort Foundation, and The Walter Allen Richards Foundation.

 

Education

 

Admitted to Practice

  • Georgia, 1985
  • United States Tax Court, 2004

 

Recognitions

  • The Best Lawyers in America
  • Georgia Trend's Legal Elite
  • Georgia Super Lawyers
  • State Bar of Georgia William B. Spann, Jr. Award for Pro Bono Legal Service
  • State Bar of Georgia 2012 Verner F. Chaffin Career Service Award, Fiduciary Law Section
  • Georgia's Top Rated Lawyers, 2013 Edition, LexisNexis Martindale-Hubbell, Trusts and Estates

 

Memberships, Affiliations and Activities

  • American Bar Association - Section of Real Property Trust & Estate Law (Chair, 2010-2011)
  • Fellow, American Bar Foundation
  • Fellow, American College of Trust and Estate Counsel; Charitable Planning and Exempt Organizations Committee
  • Fellow, American College of Tax Counsel
  • State Bar of Georgia – Fiduciary Law Section (Chair, 2006-2007)
  • Fellow, Georgia Bar Foundation
  • Georgia Legal Services Program (Board of Directors, 2002-2004)
  • Georgia Legal Services Foundation (Board of Directors, 2011-2013)
  • Columbus Inn of Court
  • Columbus Bar Association, Inc. (President, 1999-2000)
  • University of Miami School of Law, Adjunct Professor
  • National Association of College and University Attorneys
  • University of Miami School of Law, Visiting Adjunct Professor, Graduate Estate Planning Program

 

Civic Activities

  • University of Georgia Law School Association Council (Member, 2006-present; President)
  • Greater Columbus Georgia Chamber of Commerce (Board of Directors, 2004-2009; Executive Committee, 2010-present; Chair, 2014)
  • Mildred Miller Fort Foundation, Inc. (Trustee, 1992-present; President, 2004-present)
  • Walter Allen Richards Foundation (Trustee, 2006-Present)
  • Georgia Museum of Art (Board of Advisors, 2008-present)
  • Columbus State University Foundation (Board of Trustees, 1999-Present; President, 2012-2013)
  • GreenLaw (Board of Directors, 2009-2012)
  • The Columbus Museum, Inc. (Board of Trustees, 1994-2009; President, 1998-2000)
  • Georgia Trust for Historic Preservation, Inc. (Board of Trustees, 1996-2002; Advisory Board, 2002-present; General Counsel, 1999-2007)
  • Community Foundation of the Chattahoochee Valley, Inc. (Founding Trustee, 1998-2006; President, 2001-2002, General Counsel, 1998-Present)
  • Southeastern Council of Foundations (Board of Trustees, 2003-2007)
  • United Way of Columbus (Board of Directors, 1998-2001)
  • Southern Federal Tax Institute (Board of Trustees)
  • Georgia Humanities Council (Board of Directors, 2011-Present)
  • Georgia Museum of Art (Board of Advisors 2008-Present; Chair Elect 2013-2014)

 

Recent Presentations and Publications

 

  • 2014 ACTEC Southeast Regional Meeting - Drafting Charitable Gift Agreements that Stand the Test of Time, Fallible Families and Courts of Law
  • 2014 GEAC Summer Conference - The Dos and Don’ts of Charitable Gift Agreements (and Other Tidbits for Gift Planners)
  • 2014 Fiduciary Law Institute - Who Gets Blackacre? Tax and Non-Tax Planning For Significant Real Estate Assets
  • 2013 Virginia CLE®/Virginia Law Foundation – Coming to a Tax Court Near You: How to Survive the IRS' Assault on Conservation Easements
  • 2013 University of Miami School of Law 47th Heckerling Institute on Estate Planning – Coming to a Tax Court Near You: How to Survive the IRS' Assault on Conservation Easements
  • 2013 Austin Advisors Forum - The Dos and Don’ts of Charitable Gift Agreements (and Other Tidbits for Gift Planners)
  • 2013 Southern Federal Tax Institute – Estate Planning with Real Estate
  • 2013 Virginia CLE®/Virginia Law Foundation – Coming to a Tax Court Near You: How to Survive the IRS' Assault on Conservation Easements
  • 2013 University of Miami School of Law 47th Heckerling Institute on Estate Planning – Coming to a Tax Court Near You: How to Survive the IRS’s Assault on Conservation Easements
  • 2012 Council on Foundations, Family Philanthropy Conference – Ethics and Legacy in Family Philanthropy
  • 2012 University of Miami School of Law 46th Heckerling Institute on Estate Planning – What Every Estate Planner Needs to Know About Tax-Exempt Organizations and Charitable Gift Planning; Issues In Connection with Contributions to Individuals by Private Foundations and Individuals
  • 2011 Atlanta Tax Forum – Estate Tax Turmoil:  What It Means For Our Clients, What It Means For Our Practices
  • 2011 Fiduciary Law Institute – “Lessons From the Past:  How to Maintain a Profitable and Professionally Rewarding Estate Planning Practice in the 21st Century”
  • 2011 Council on Foundations Family Foundations Conference – How Private Foundations and Donor Advised Funds Work Together
  • 2011 Land Trust Alliance – Farm/Forestland Succession and Estate Planning Conservation Easement Tax Law
  • 2011 Fiduciary Law Institute – “Lessons From the Past: How to Maintain a Profitable and Professionally Rewarding Estate Planning Practice in the 21st Century”
  • 2010 7th Annual Nonprofit Law Seminar, Institute of Continuing Legal Education in Georgia – Anatomy of a Charitable Gift
  • 2010 55th Annual Estate Planning Institute, Institute of Continuing Legal Education in Georgia - "Drafting and Defending Conservation Easements"
  • 2010 American College of Trust and Estate Counsel Southeastern Meeting - Lessons From the Past:  How to Maintain a Profitable and Professionally Rewarding Estate Planning Practice in the 21st Century

  • 2010 Georgia Society of CPAs – Current Estate Tax Developments

  • 2010 University of Miami School of Law 44th Heckerling Institute on Estate Planning - "Applying What We've Learned"
  • 2009 Land Trust Alliance Southeastern Regional Meeting - "Conservation Easement Update"
  • 2009 University of Miami School of Law 43rd Heckerling Institute on Estate Planning - "If I Knew Then What I Know Now ... Practical Solutions to Recurring Estate Planning Problems"
  • 2008 Association of Small Foundations - Private Foundation Legal Basics
  • 2008 Southeastern Council of Foundations Family Foundation Forum - Private Foundation Legal Update
  • 2007 Internal Revenue Service Estate and Gift Tax Attorneys Continuing Legal Education Program – “Every Day Ethics Dilemmas for the Trust and Estates Practitioner”
  • Race and Gender Preferences – When Civil Rights Law Meets Tax Law, Taxation of Exempts, (May/June 2007)
  • Designing and Documenting Charitable Gifts – The Practical Tax Lawyer (Winter 2006)
  • The Dos and Don’ts of Donor Control, ACTEC Journal (Spring 2005)
  • How Donors May and May Not Exercise Control of Charitable Gifts, Taxation of Exempts  (November/December 2004).
  • Increased Public Scrutiny of Tax-Exempt Organizations, Estate Planning(November 2004)