Home > J. William Rose, Jr.

J. William Rose, Jr.

  • Of Counsel

Contact

​(205) 297-2235 Email Me Download vCard

Practice Areas

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

  • 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.
    • More...

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