Wallace, Jordan, Ratliff and Brandt provides comprehensive legal counsel to a wide range of charitable, nonprofit and tax-exempt organizations, including universities, public charities, private foundations, religious organizations, and government entities.

The firm’s attorneys recognize the importance of careful planning and are dedicated to helping clients make informed decisions on the formation and maintenance of their organizations.

Our legal services include:

• Formation of an organization (preparation of all documents, including articles of incorporation, bylaws, minutes, and resolutions)
• Obtaining Internal Revenue Service recognition of tax-exempt status
• Preservation of Internal Revenue Code Section 501(c)(3) tax-exempt status
• Regulatory Compliance
• Representation in Tax Audits and Tax Court
• Advising board members on duties and responsibilities
• Assisting with advice and preparation regarding IRS Form 990
• Charitable Solicitation Registration
• Gift Annuity Registration
• Charitable Giving
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Charitable Gift Annuities
• Investment Policies
• Capital Campaigns
• Conflicts of Interests
• Document Retrieval Policies
• Whistle-blower Policies
• Royalty License Agreements
• Tax-exempt Bonds
• Audit Legal Opinions
• Facilities Acquisitions
• Endowment Agreements
• Gramm-Leach-Bliley Act
• Real Estate Development
• Religious Liberties and First Amendment Rights

CHURCH LAW

The firm’s church law practice includes representation of churches, ministries, and non-profit organizations in the following areas:

• Incorporation of nonprofit entities
• Consultation on development and implementation of church bylaws, administrative procedures, and issues of church governance
• Formulation of staff handbooks, employment procedures, and membership guidelines
• Development of child sexual abuse prevention policies, screening procedures, and essential forms
• Investigatory oversight and counsel concerning reports of child sexual abuse during church activities; counseling churches on statutory child abuse reporting obligations
• Providing Christian conciliation services and alternative dispute resolution programs
• Representation on First Amendment and religious liberty issues guaranteed under the U.S. Constitution
• Representation in state and federal trial and appellate courts
• Third-party contracts
• Employment Issues
• Intellectual Property

ABOUT US

Wallace, Jordan, Ratliff & Brandt, LLC, opened its doors in 1987. Since that time, the Birmingham region has evolved. Birmingham remains vibrant, while surrounding cities such as Hoover, Irondale, Vestavia, Bessemer, Irondale, and Trussville continue to grow and develop.

Through it all, one thing has remained constant: Wallace Jordan’s commitment to vigorous, full-service representation of our individual, business, and non-profit clients.

Wallace Jordan stands for

• EXCELLENCE
• SERVANT LEADERSHIP
• TEAMWORK

We are a mid-sized law firm that is responsive and resourceful in how we advise clients. We strive to make clients’ lives and business affairs fairer, clearer and simpler.

Our team of attorneys is bright, hard-working and caring. Nearly all of our attorneys grew up in Alabama or attended Alabama law schools. Some have practiced law in Alabama for four decades.

We are Alabama people passionate about helping our Alabama peers.

Contact Wallace Jordan today to learn more about how we can provide quality legal assistance.