Kel Long III |

The offices of A. Kel Long, III

Kel Long III | The offices of A. Kel Long, III

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Firm Summary

EDUCATION/HONORS

• Emory University School of Law, JD, with distinction, 1989
• University of Mississippi, BA, 1982
• Georgia Federal Tax Conference Award for outstanding tax student in Emory Law School graduating class
• Honorable Mention Award from the Mississippi Society of CPA’s for successful completion of the May, 1982 CPA Examination
• Martindale-Hubbell Rating – AV (highest rating)
• Listed in Martindale-Hubbell 2009 Bar Register of Preeminent Lawyers

AREAS OF PRACTICE

• Estate Planning
  • Wills, Trusts and Probate
  • Estate Tax Reduction
  • Estate Freeze Techniques
• Tax Planning
• Business Succession and Reorganization
  • Partnerships/LLCs
  • Corporate Law
  • Buy-Sell Arrangements
• Charitable Planning
• Tax Controversies
• Settlement/Special Needs Trusts

WORK EXPERIENCE PRIOR TO LAW SCHOOL

Certified Public Accountant, Price Waterhouse, Houston, Texas

PROFESSIONAL LEADERSHIP

• Atlanta Bar Association
  • President, Atlanta Bar Estate Planning and Probate Section (2004)
  • Editor, The Mortmain, Newsletter of the Estate Planning and Probate Section (2000)
• Atlanta Estate Planning Council
• North Georgia Estate Planning Council
  • Member, Board of Directors (2001 – 2002)
• Georgia Bar Association
  • Chair, Fiduciary Legislation Sub-Committee to Repeal the Rule Against Perpetuities
  • Member, Taxation Section
• Certified Public Accountant, Georgia

CIVIC LEADERSHIP

• Georgia Special Olympics – Honorary Board of Directors (2009)
• Ducks Unlimited – Senior Vice President, DU, Inc., DU Canada Board of Directors, Wetlands America Trust Board of Directors, Georgia State Chairman (2003-2006)
• Boy Scouts of America – Former Asst. Scout Master, Troop 370, Atlanta, GA.

PUBLICATIONS

• “Medicare Set Aside Trusts (Am I Required To Do One?)” published in the Fall 2009 Verdict Magazine
• “Trust Protector Committees for Special Needs Trusts” published in the Fall 2009 Georgia Special Olympics magazine
• “Settlement Trusts and Medicaid Exempt Supplemental Needs Trust – What the Georgia Plaintiff’s Attorney Needs to Know,” published in the Winter, 2003 issue of The Calendar Call magazine
• “Statutory Freeze Partnerships: A Useful Estate Planning Technique,” published in the February, 2001 issue of Estate Planning magazine
• “Recent Partnership Changes Affect Estate Planning,” published in the October, 1998 issue of Estate Planning magazine

APPELLATE DECISIONS

In Re: Estate of Sonja Smith Sellers, 247 Ga. App. 811, 545 S.E.2d 385 (2001) Court of Appeals, State of Georgia

SEMINARS PRESENTED

• Settlement Trust Update, Georgia Trial Lawyers Association, Atlanta, GA, April 2009
• Estate Planning Update, Georgia Bar Association, Update on Georgia Law, Park City, UT, February, 2009
• Perpetual Trusts in Georgia? (And How to Fix the Broken Ones), Atlanta Bar Association, Estate Planning and Probate Section, November, 2008
• Estate Planning Update, General Trial Practice Section of Georgia Bar Association, Amelia Island, FL, March 2008
• Estate Planning Update, Georgia Bar Association, Update on Georgia Law, Park City, UT, February 2008
• The Rule Against Perpetuities, Has Its Time Expired in Georgia, Georgia Bar Association Fiduciary Law Institute, St. Simons Island, Georgia, July 2007
• Professional Client Counseling, Georgia Bar Association Fiduciary Law Institute, St. Simons Island, Georgia, July 2007
• Estate Planning Update, Georgia Bar Association Update on Georgia Law, Steamboat Springs, CO, February 2007, Atlanta, December, 2007
• Use of Preferred Partnership Interests, Atlanta Tax Forum, January, 2006
• Fixing the Unfixable (The Law and Lore of Court Amended and Court Created Irrevocable Trusts), Georgia Bar Association Fiduciary Law Institute, St. Simons Island, Georgia, July, 2004
• Ethical Issues in Estate Planning, Conflicts of Interest in Closely Held Business Representation, Georgia Bar Association, Atlanta, Georgia, March, 2002, March, 2003, and March, 2004
• A Closer Look at Family Partnerships, 46th Annual Institute, Georgia Bar Association Institute for Continuing Legal Education, Athens, Georgia, February, 2001
• Freeze Partnerships in the Estate Plan, Atlanta Bar Association Estate Planning and Probate Section, Atlanta, Georgia, October, 2000
• Recent Georgia Probate and Trust Law Developments, Georgia Bar Association Institute for Continuing Legal Education, Atlanta, Georgia, December, 1997
• Recent Georgia Probate and Trust Law Developments, Satellite Broadcast throughout Georgia, December, 1997, Georgia Bar Association Institute for Continuing Legal Education
• Estate Tax Planning in 1997, Georgia Bar Association Institute of Continuing Legal Education, Atlanta, Georgia, September, 1997
• Recent Georgia Probate and Trust Law Developments, Georgia Bar Association Institute for Continuing Legal Education, Breckenridge, Colorado, January, 1997
• Settlement Trusts – What To Do With The Proceeds, Georgia Trial Lawyers Association, St. Simons Island, Georgia, October, 1995
• Settlement Trusts, Georgia Trial Lawyers Association, December, 1994
• Estate Planning With Family Limited Partnerships and Limited Liability Companies presented to: Middle Georgia Chapter of the Georgia Society of CPA’s, August, 1994; Brunswick Georgia Chapter of the Georgia
• Society of CPA’s, July, 1994; Atlanta – North Perimeter Chapter of the Georgia Society of CPA’s, June, 1994; North Atlanta Chapter of the Georgia Society of CPA’s, February, 1994