Tracy Marion Email and Phone Number
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As an attorney with almost 20 years of experience, my firm is focused on serving clients in all aspects of estate planning. My practice encompasses a wide range of services, including drafting wills, various trusts (including special needs trusts), advance health care directives and HIPAA authorizations, and other asset protection planning. My team and I are committed to helping clients navigate the complexities of multi-generational wealth planning, ensuring their assets are protected and their legacies preserved for future generations. I take a personalized approach to estate planning, working closely with each client and family to understand their unique situation, goals, and concerns. This enables me to create tailored estate plans that provide my clients with peace of mind and security. My experience includes the creation of living trusts, irrevocable trusts, and special needs trusts, as well as advising on charitable giving strategies and family business succession planning.My team and I prioritize clear communication and education, ensuring my clients fully understand their options and the implications of their decisions. My commitment to excellence and meticulous attention to detail have earned me a reputation for delivering high-quality legal solutions that stand the test of time. One of the things that sets my team and me apart from other estate planning attorneys is the fact that we see the documents we create for you as just the beginning of our relationship. Rather than giving you well-crafted wills or trusts and sending you off into the world with no idea of how to make those documents work for you ("Bye! Good Luck!"), we educate our clients on the importance of what their estate plan does for them. We guide them to make sure their plan accomplishes their goals instead of giving them a false sense of security. Finally, we work with our clients and their family over generations to make sure their estate plan remains up to date.No representation is made that the quality of legal services to be performed is greater than the quality of legal services performed by other lawyers.
Tracy A. Marion, P.C.
View- Website:
- tracyandtara.com
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Owner And AttorneyTracy A. Marion, P.C.Huntsville, Al, Us
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Owner/AttorneyTracy A. Marion, P.C. Jan 2021 - PresentMy firm is dedicated to serving the estate planning needs of individuals and families.
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Attorney - ShareholderLanier Ford Shaver & Payne P.C. Mar 2014 - Dec 2020Huntsville, AlabamaWhat a pleasure it was working with the wonderful attorneys and staff at Lanier Ford. While there, I represented companies in corporate litigation and regulatory matters. I also advised companies raising capital through Regulation A and Regulation D offerings, and I represented private investment funds throughout their formation process, including interaction with the U.S. Securities and Exchange Commission and multiple state regulators. -
AttorneySmith Moore Leatherwood Llp Nov 2011 - Mar 2014Atlanta, GeorgiaRepresented corporate clients in matters involving restructuring, insolvency, and adversarial bankruptcy proceedings. Provided work-out and acquisition advice to corporate debtors, creditors, and strategic investors in distressed debt / turnaround situations. Represented broker-dealers, investment advisers, securities firms, and securities industry professionals in FINRA arbitrations and state/federal securities litigation. -
AttorneyShapiro Fussell Wedge & Martin, Llp Oct 2006 - Nov 2011Atlanta, GeorgiaProvided work-out and acquisition advice to corporate debtors, creditors, and strategic investors in distressed debt / turnaround situations. Represented numerous clients in bankruptcy and reorganization litigation matters including preference claims, fraudulent conveyance actions, valuation disputes, and stay relief matters. -
Financial ConsultantWells Fargo Advisors Jan 2000 - Aug 2003Continued developing and managing relationships with hedge fund clientele, providing such services as access to IPO shares, capital introductions, and building/updating proprietary trading models. Managed all compliance and operational concerns for partnerships with AUM exceeding $250 million, ensuring adherence to all applicable FINRA (then NASD) rules, SEC rules, and the Investment Advisers Act of 1940. Series 7 and 63 registered (now inactive). LEFT POSITION TO ATTEND LAW SCHOOL. -
Financial ConsultantIng Investment Management Jan 1998 - Jan 2000Provided corporate services to small cap and middle market privately held and publicly traded companies. Engaged hedge fund clients to facilitate capital introductions through firm's investment banking and prime brokerage divisions. Managed compliance and operations program for partnership that included a senior vice president - portfolio manager. Series 7 and 63 registered (now inactive).
Tracy Marion Skills
Tracy Marion Education Details
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Political Science
Frequently Asked Questions about Tracy Marion
What company does Tracy Marion work for?
Tracy Marion works for Tracy A. Marion, P.c.
What is Tracy Marion's role at the current company?
Tracy Marion's current role is Owner and Attorney.
What is Tracy Marion's email address?
Tracy Marion's email address is tm****@****ord.com
What is Tracy Marion's direct phone number?
Tracy Marion's direct phone number is +140496*****
What schools did Tracy Marion attend?
Tracy Marion attended Samford University, Cumberland School Of Law, Georgia State University.
What are some of Tracy Marion's interests?
Tracy Marion has interest in Fly Fishing.
What skills is Tracy Marion known for?
Tracy Marion has skills like Litigation, Arbitration, Bankruptcy, Civil Litigation, Commercial Litigation, Corporate Law, Securities.
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