April Wise | Balch & Bingham

April D. Wise

Partner
  • (334) 269-3129
Download Resume awise@balch.com
Education
  • Cumberland School of Law
    J.D., 2008, magna cum laude
  • Auburn University
    B.S., Accounting, 2004, cum laude
Bar Admissions
  • Alabama, 2008
About April
Q&A
  • What types of matters do you work on most often?

    I most often assist clients with preparing estate planning documents, including wills, trusts, powers of attorneys, and advance directives. I also advise personal representatives, trustees, or beneficiaries through probate administrations or trust administrations, including will contests or other estate or trust litigation. In addition, I work with families with special needs individuals to create a plan for the care of the special needs individual. 

  • How are you involved in your community?

Select Matters

  • Favorable estate settlement: Represented personal representatives and beneficiaries to achieve a favorable estate settlement in estate litigation matters. 
  • Trust construction, modification, and reformation: Represented several trustees and beneficiaries in successfully reforming, modifying or construing trusts to meet the current needs of the beneficiaries. 
  • Tax planning: Developed estate plans for high net worth individuals to preserve family assets for the next generation. 
  • Special needs planning: Worked with numerous families with special needs individuals to develop a plan for the management of assets for the benefit of the special needs individual to ensure continuity of care.   In addition, I regularly assist plaintiff attorneys with the structure of settlement proceeds for the benefit of special needs individuals.    
  • Guardianships and Conservatorships: Regularly advise families through the process of obtaining guardianship and conservatorships over minors and incapacitated adults and also represent families when disputes arise over who should serve in the role of guardian and conservator. 
  • Adoptions: Successfully assist clients through the process of adoption.  
 
  

News

    Speaking Engagements

      Credentials

      Education
      • Cumberland School of Law, J.D., 2008, magna cum laude
      • Auburn University, B.S., Accounting, 2004, cum laude
      Bar Admissions
      • Alabama, 2008
      Professional Affiliations
      • Academy of Special Needs Planners, Member
      • Montgomery Estate Planning Council, Vice-President 
      • Montgomery Capital Rotary Club, Past President
      • American Bar Association
      • Emerge Torchbearers Leadership Class IV, Member
      Awards & Accolades
      • Rotary International’s Presidential Citation
      • Cumberland Law Review, Symposium Editor 
       
      Community Involvement
      • Wills for Heroes, Volunteer
      • Saint James School, Board of Trustees
      • ABA Operation Standby for Military Legal Assistance Attorneys, Volunteer
      • Academy of Special Needs Planners, Member
      • River Region Women in Business, Member
      • Montgomery Area Down Syndrome Group, Past Board Member