James P. Naftel
Shareholder
PROFILE
AWARDS
AFFILIATIONS

Jim’s Profile

Jim is a shareholder and member of the firm’s Estate, Trust and Business Planning Practice, Fiduciary Advisory Services Practice, and the Fiduciary, Trust and Estate Litigation Practice groups.

In his Fiduciary Litigation practice, Jim advises and represents both individuals and corporate fiduciaries in their capacity as trustees and executors, including pre-litigation, mediation, trial and appellate proceedings.  Jim also represents beneficiaries of estates and trusts.  In addition, Jim represents clients in proceedings related to financial abuse of the elderly, conservatorships, guardianships and other protective proceedings.

In his Probate practice, Jim assists, advises and represents executors, conservators and trustees in the administration of estates in the probate court and advises families in settling the estates of deceased family members.

In his Estate Planning practice, Jim’s primary focus is on helping clients to navigate the process of thinking about, designing and implementing estate planning strategies that fulfill their goals and maximize wealth transfer tax-savings opportunities.

Jim’s skills and talents have earned recognition in The Best Lawyers in America© in the areas of Trust and Estates and Litigation: Trusts and Estates. He received his J.D magna cum laude from Alabama in 1998 and graduated summa cum laude from the University of Mississippi in 1994.

Jim’s Awards

  • The Best Lawyers in America© for Trusts and Estates and Litigation:Trusts and Estates (2018)

Jim’s Affiliations & Civic Involvement

Affiliations

  • American Bar Association, Real Property, Probate and Trusts Section
  • Alabama State Bar Association
  • Estate Planning Council of Birmingham
  • Birmingham Bar Association
CONTACT
T 205.254.1223
F 205.254.1999
vCard
Assistant
Patou McNulty
BAR ADMISSIONS
State Bar:Alabama
EDUCATION
University of Alabama School of Law (1998, J.D., magna cum laude; Drane Lester Award, Outstanding Undergraduate in English; Order of the Coif; Alabama Law Review, Senior Editor; Moot Court Board)
University of Mississippi (1994, B.A., summa cum laude)
Blog
Congress Passes Long-Anticipated Elder Exploitation Law: Important Implications for Financial Institutions
According to the U.S. Government Accountability Office, elder financial abuse and fraud costs older Americans $2.9 billion annually. This abuse ranges from scam emails and phone calls to loved ones pressuring elders into financial transactions they w...
Blog
Tax Cut and Jobs Act Update
As you probably know, the Tax Cut and Jobs Act of 2017 (the “Act”) was signed into law by President Trump on December 22, 2017. The Act made a wide variety of changes to the Internal Revenue Code, which affect most taxpayers in one way or another...
News
116 MAYNARD COOPER & GALE ATTORNEYS RECOGNIZED IN THE 2019 BEST LAWYERS IN AMERICA©
Birmingham, AL. Maynard Cooper & Gale is pleased to announce that 116 of the Firm’s attorneys have been recognized as leaders in their areas of practice in the 2019 edition of The Best Lawyers in America©. Included in...
Event
Panel Discussion: Recent Developments in Trusts, Estates and Estate Planning in Alabama