Estate, Tax, and Business Counsel for Families, Fiduciaries, and Closely Held Businesses
Opening July 1, 2026
Strategic Counsel for Estate, Business, and Fiduciary Matters
Estate and business matters often require careful analysis and sound judgment. We provide straightforward, strategic counsel designed to protect what matters most — whether planning for the future, administering an estate or trust, structuring a business, or evaluating fiduciary authority.
With over a decade of experience advising families, fiduciaries, and closely held businesses, I approach each engagement with professionalism, discretion, and careful attention to detail.
A Legal and Tax Perspective — Not Just Legal Advice
Many estate, fiduciary, and business decisions carry significant tax consequences. This firm evaluates those decisions in full — so planning, administration, and structuring are aligned from both a legal and financial perspective.
Areas of Practice
Estate Planning
Comprehensive estate plans tailored to family circumstances, tax considerations, and long-term objectives.
Probate and Trust Administration
Steady guidance for personal representatives, trustees, and beneficiaries navigating estate and trust matters.
Business and Corporate Matters
Entity formation, structuring, governance, and advisory services for closely held businesses and owners.
Fiduciary and Authority Counsel for Financial Institutions
Legal review and interpretation of trusts, powers of attorney, guardianship and conservatorship orders, estate documents, and related instruments presented in connection with account administration.
Nonprofit Organizations
Formation, governance, and operational guidance for charitable and nonprofit entities.
Common Situations We Help With
Clients often contact Terry Law when facing situations such as:
A family wants to establish or update wills and other estate planning documents following a major life event.
A personal representative or trustee needs guidance administering an estate or trust.
Business owners want to select the right entity structure for a new venture.
Owners of a closely held business are planning for succession or a potential sale.
A financial institution needs guidance interpreting a trust agreement, power of attorney, or fiduciary document.
A taxpayer receives a notice or assessment from a federal, state, or local taxing authority.
Walt Terry, J.D., LL.M. (Taxation), CPA (MS)
Terry Law, PLLC provides strategic estate, business, and tax counsel for families, business owners, fiduciaries, nonprofit organizations, and financial institutions. The firm advises clients in Birmingham, Vestavia Hills, and surrounding communities throughout Alabama, as well as Mississippi and Tennessee.
With a background in both law and accounting, the firm approaches each matter with careful analysis, practical judgment, and a focus on clear, efficient solutions.
Clients receive:
• Direct access to their attorney
• Strategic, tax-aware planning
• Clear guidance through complex decisions
Why Terry Law
Clients turn to Terry Law, PLLC for thoughtful legal guidance on matters that require careful judgment and practical strategy.
Direct Attorney Access
Clients work directly with their attorney throughout the engagement, ensuring clear communication and efficient decision-making.
Strategic, Practical Counsel
Terry Law focuses on clear analysis and practical solutions, helping clients move forward with confidence in both routine matters and complex situations.
A Practical, Disciplined Approach
Each matter is approached with a focus on clarity, efficiency, and sound judgment. Whether planning ahead or addressing a live issue, the objective is the same: help you make informed decisions and move forward with confidence.
Plan with Confidence
If you would like to discuss estate planning, administration, business matters, or fiduciary issues, you are invited to contact us to schedule a consultation.