Anne R. Moses, Certified Elder Law Attorney

Anne received her B.A. from Barnard College, Columbia University, New York; and her Juris Doctor from St. John’s University School of Law. She is admitted to practice in the states of New York and Alabama and is engaged in estate and business planning; estate and trust administration, and elder law planning. She is certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation. She is Co-founder of the Elder Law Services Committees of the Birmingham Bar Association and the Alabama State Bar; past president of the Birmingham Bar Association Women Lawyer’s Section; and Alabama Women in Business. She is President of the SOS Foundation and serves on the Board of Directors for Positive Maturity. Anne was a Member of the Executive Committee of the Birmingham Bar Association and the Birmingham Bar Foundation and has served as co-chair of the Leave a Legacy Campaign for the Alabama Planned Giving Council. She was President of the Estate Planning Council of Birmingham and is a member of the National Association of Elder Law Attorneys (NAELA). Anne was selected as a Super Lawyer in the area of Elder Law for 2012 through 2017 as one of the Best Lawyers in America by Consumer GuideSM. These are the top attorneys throughout the country for handling consumer-oriented legal matters. Anne is a frequent speaker on business matters and eldercare planning and estate planning issues. Anne is the author of Planning Ideas to Manage the Maze of Medicaid Eligibility published in the February 2013 edition of Estate Planning Magazine, Elder Care and Estate Planning for You, and co-author of A Wealth of Information.

Charles H. Moses, III - J.D., LLM (in Taxation)

Charlie received his B.S. in Business Administration, his Juris Doctor and LLM in Taxation from the University of Alabama. He is admitted to practice in Alabama, the U.S. Tax Court, and the U.S. District Court for all Districts of Alabama. He is a former Captain USMCR and is a member of the American Bar Association, Section of Taxation, Tax Exempt Organizations Committee, Venture Capital Club of the Birmingham Regional Chamber of Commerce, and former National President of United Cerebral Palsy Associations, a national charity, and a member of the Board of UCP Research & Educational Foundation, headquartered in Washington, D.C. Charlie is also a member of the Birmingham Bar Association and the Chair of the Alabama State Bar Lawyer Referral Service board of trustees. He served as a Military Judge and was awarded the Navy Commendation (with combat V) medal for his service as a Trial Attorney in Vietnam. He is a founding member and Secretary and Treasurer of an Alabama malpractice mutual insurance company and serves on boards of many other companies. His practice focuses on tax planning and business transactions for large and small enterprises, reorganizations, business contracts and benefits planning, sales and acquisitions of businesses. Coordination of his expertise in the tax code, Uniform Commercial Code, real estate law, and bankruptcy code allows him to provide a broad range of planning services to businesses, as well as to provide opinions in connection with national transactions. His clients are engaged in professional practices, businesses of manufacturing, publishing, insurance, advertising, engineering, construction, land development, and the healthcare industry.