J. William Rose, Jr.
Office Information
Practice Areas
- Organization and Capital Formation
- Mergers and Acquisitions
- Tax
- White Collar, Compliance and Government Investigations
- Corporate Finance & Securities
- Business Torts and Unfair Competition
- Corporate Governance
- Health Law
- Estate/Trust Fiduciary Litigation
- Estate Administration and Probate
- Wealth Transfer Planning (Domestic)
- Tax Controversy
- State and Local Tax
- Taxation of Businesses
- Tax Exempt Organizations
- Estates and Trusts
- Broker-Dealers and Investment Advisers
Bill has practiced law for over 40 years in the areas of taxation, business, estates, and white collar criminal defense. He has been recognized by Chambers USA and Best Lawyers in America®.
Biography – View PDF Bio
- Associations
- Bar Admissions
- Civic Involvement
- Distinctions
- Education & Honors
- Experience
- In the News
Bar Admissions
- Alabama, 1971
- U.S. District Courts
- Alabama: Northern, Middle
- U.S. Court of Appeals
- 5th Circuit
- 11th Circuit
- U.S. Tax Court
Civic Involvement
- Birmingham Metropolitan YMCA, Board of Directors
- Duke Alumni Club of Central Alabama, President
Distinctions
- Chambers USA: America’s Leading Lawyers for Business
- Litigation: General Commercial – Alabama, 2014
- Best Lawyers in America®
- Lawyer of the Year, Tax Law (Birmingham), 2014
- Tax Law, 2003-2020
- Trusts and Estates, 2006-2020
- Commercial Litigation, 2011-2020
- Super Lawyers®
- Mid-South Super Lawyers, 2016
- Alabama Super Lawyers, 2008-2015
- Martindale-Hubbell®
- AV®-Preeminent™ Peer Review Rated, 1983-2017
- Best of the Bar, Birmingham Business Journal, 2005
- Founding Director, Birmingham Bar Foundation
Education & Honors
- New York University, LL.M., Taxation, 1972
- University of Alabama, J.D., 1971
- Duke University, B.A., 1967
Experience
- Practiced law for over 40 years in areas of taxation, business, estates, White Collar Criminal Defense and probate litigation.
- Significant experience in probate litigation, corporate, partnership, individual and estate tax planning and transactions, business succession planning, including mergers and acquisitions, reorganizations and joint ventures, and Federal and State tax litigation, including proceedings before U.S. Tax Court, the United States District Courts and Courts of Appeal.
- Recent experience:
- Recently tried US Tax Court case, two others pending, represented clients in sale of their substantial medical practice, appointed by Probate Court to oversee large class-action settlement, litigated probate matter in Circuit Court and on Appeal to Supreme Court of Alabama (successful at each court) and appointed to State of Alabama Ethics Clarification and Reform Commission by Alabama Law Institute and Alabama Legislature.
- Very favorably resolved substantial corporate opportunity litigation on behalf of minority shareholder plaintiff.
- Represented individual before IRS and FBI accused of “structuring” bank deposits so as to avoid currency transaction reporting requirements: no indictment, charges dismissed.
- Represented two former HealthSouth executives (not Mr. Scrushy) who were indicted separately, one of whom was acquitted on all counts after a month-long jury trial; the other’s indictment was dismissed with prejudice.
- Represented multiple bank officials targeted by Office of Comptroller of the Currency and U. S. Justice Department. All cases closed without indictment.
- Represented brokers before S.E.C., FINRA and FBI, and conducted Sarbanes-Oxley corporate internal investigation for public Fortune 500 corporation.
- Resolved favorably two U.S. Tax Court cases.
- Represented companies and individuals in connection with criminal and regulatory investigations, as well as parallel civil and criminal proceedings.
In the News
- 173 Butler Snow Attorneys Named in Best Lawyers® 2020, 19 Named “Lawyer of the Year”
- Butler Snow Attorney J. William Rose, Jr. Appointed to Alabama Code of Ethics Reform and Clarification Commission
- 147 Butler Snow Attorneys Named in Best Lawyers®, 18 Named “Lawyer of the Year”
- Firm Ranked #2 for "2016 Healthiest Employers" by BBJ
- Butler Snow Donates $50K to Birmingham Museum of Art
- 18 Lawyers From Dwindling Johnston Barton Join Birmingham, Ala., Office of Butler Snow