Russell Simpson
Attorney at law
In his 40 year legal career, Russell Simpson (Russ) has worked in almost all areas of taxation including income tax, estate, gift and generation-skipping tax, Georgia income tax and local ad valorem (property) tax. Additionally, he has extensive experience with charitable entity formation, operation and taxation (or, even better, the lack thereof). Along the way, he has dealt with most types of business entities including creation, selection of tax status, transfers of interests and dissolution. He has testified as a tax law expert witness in various controversies or cases.
Russ graduated the University of Georgia School of Law, cum laude, in 1984, after having graduated the University of Georgia School of Business with a degree in accounting, summa cum laude, in 1981. While at UGA, Russ was a member of various scholastic honor societies. Though he passed the CPA examination, Russ chose to practice as a tax lawyer rather than as a tax CPA.
Today, his law practice primarily is focused on affluent clients and concentrated in the areas of estate and trust planning, taxation and administration and ancillary matters such as pre-nuptial (and post-nuptial) agreements, family business succession planning, IRA conversion and distribution planning, and charitable income and estate tax planning.
Russ is a member of the State Bar of Georgia (Fiduciary Law Section) and the Savannah Bar Association. He is a past president of the Savannah Estate Planning Council and a past officer and director of numerous civic organizations such as Rotary and Kiwanis.
He especially is pleased and honored to be the president of The Savannah Community Foundation, Inc. [www.savfoundation.org], a public charity with assets in excess of $100,000,000, which, through the generosity of its patrons, now makes grants averaging over $5,000,000 per year.
Practice Areas:
Family Wealth Transfer Planning
Estate and Trust Planning
Estate and Trust Administration
Federal and State Taxation
Nonprofit and Tax-exempt Organizations
Charitable Planning
Contact:
(912) 925-7200
Will Gallagher
Attorney at law
Will Gallagher’s practice is focused on family wealth transfer planning, estate planning, business succession planning, federal and state taxation matters, estate and trust administration, and matters affecting nonprofit and tax-exempt organizations.
Will graduated Order of the Coif and cum laude from the Villanova University School of Law with his J.D. and, while there, also earned an LL.M. in Taxation. During law school, Will was a member of the editorial board of the Environmental Law Journal and interned with Judge Juan R. Sanchez in the United States District Court in the Eastern District of Pennsylvania. Will received his B.B.A. in accounting with distinction from the Goizueta Business School at Emory University, where he was a member of the golf team.
Will is a member of the State Bar of Georgia, the Savannah and Glynn County Bar Associations, and the Savannah Estate Planning Counsel. He is pleased to be the President of the Savannah chapter of Civitan International, a global organization impacting lives at the grass roots level through local service.
Practice Areas:
Family Wealth Transfer Planning
Estate and Trust Planning
Business Succession Planning
Estate and Trust Administration
Federal and State Taxation
Nonprofit and Tax-exempt Organizations
Contact:
(912) 925-7200
Amy Henderson
Attorney at law
Amy Henderson’s practice focuses on estate planning, estate and trust administration, and representation of fiduciaries and family businesses. With over two decades of experience, Amy collaborates with other advisors to deliver comprehensive, tax efficient, wealth transfer planning and administration to and for her clients.
Before entering private practice, Amy served as a judicial law clerk to the Honorable Joel F. Dubina, United States Court of Appeals for the Eleventh Circuit, having received her juris doctorate, summa cum laude, in 2001 from the University of Alabama School of Law (where she was Special Works Editor on Law Review) and received her undergraduate degree in 1998 from Auburn University, cum laude.
Amy serves on the Legislative Affairs Committee for the Fiduciary Law Section of the State Bar of Georgia and is a past board president of the Ronald McDonald House Charities of the Coastal Empire, Inc. She is admitted to practice in Alabama and Georgia and is a member of the State Bar of Georgia, the Savannah Bar Association and the Savannah Estate Planning Council.
Practice Areas:
Estate Planning and Administration
Representation of Fiduciaries
Business Planning
Guardianships and Conservatorships
Contact:
(912) 925-7200
Jonathan Maccabee
Attorney at law
Jonathan’s practice is focused on complex tax planning and administration for families and their businesses. He assists clients in forming and administering their bespoke estate and business plans, solving, among other things, family succession and structural challenges. Jonathan has experience filing customized petitions for judicial modifications, “decanting” (essentially, amending) irrevocable trusts and assisting charitable entities with what is best described as legal reincarnation. Jonathan enjoys researching advanced income, estate, gift and generation-skipping tax, tax-exempt entities and property tax exemption matters and has written several articles on those subjects.
Jonathan received his LL.M. (post-graduate degree for lawyers) in taxation, magna cum laude, from the University of Alabama, received his charitable organization tax law education from NYU, and attended Savannah Law School on a John E. Ryan merit scholarship where he received his J.D. and served on the Law Review editorial board. Prior to beginning his civil law legal career, Jonathan received his bachelor’s and master’s degrees in Talmudic Law from Beth Medrash Govoha, a rabbinical college located in Lakewood, New Jersey, where he was published in their scholarly journal.
Jonathan serves on the board of directors of Congregation Bnai Brith Jacob Synagogue in Savannah and is Vice President of Rambam Day School. Jonathan was a member of the rabbinical board at Congregation Bnai Brith Jacob for over 10 years and, in 2012, was honored by his alma mater, Yeshivath Beth Moshe, for his pioneering work in community outreach.
Practice Areas:
Trust & Estate Planning & Administration
Business Entity Planning,
Formation & Administration
Probate Court Matters
Income, Estate, Gift & GST Tax Planning
Tax Exempt Organizations
Contact:
(912) 925-7200
Hanna Callaway
Attorney at law
Hanna T. Callaway is an associate attorney whose primary focus is trust and estate planning and related business matters.
Hanna graduated Mercer University’s Walter F. George School of Law, cum laude in 2022, where she made the Dean’s List each semester in her last two years and was a member of the Phi Delta Phi Legal Honor Society and the William Augustus Bootle Inn of Court. She also received the CALI Excellence for the Future Award in Contracts I and Mergers and Acquisitions.
Hanna received her undergraduate degree from the University of Mississippi, cum laude, where her academic achievements earned her membership in both the Gamma Beta Phi Honor Society and the Society for Collegiate Leadership and Achievement.
Hanna currently is a member of the State Bar of Georgia, the Savannah Bar Association, the Savannah Estate Planning Council and The Emerging Leaders Committee of The Savannah Community Foundation, Inc.
Practice Areas:
Estate Planning and Administration
Business Planning