Sidney C. SummeyShareholder

Biography

With over 35 years experience in the practice of Probate Law, Mr. Summey is recognized in the probate and civil courts in Alabama as a leader in the field of probate litigation, wills, trusts and estates, guardianships, and conservatorships. In 2009, he was designated as a National Certified Guardian.

His practice involves assisting litigators in settling cases involving decedent’s estates and incapacitated persons, the representation of conservators of the estates of minors and disabled persons who have received personal injury awards, structured settlements, special needs trusts, and elder law. He also handles litigation related to all areas of probate law including will contests and trust and estate matters.

Mr. Summey is a frequent lecturer on basic and advanced probate, probate for litigators, special needs trusts, Medicaid issues, and elder law. He served on the faculty of The Birmingham School of Law where he taught Trusts and Elder Law. Mr. Summey also served on the adjunct faculty of the Cumberland School of Law of Samford University for five years, teaching courses in residential and commercial real estate transactions. He is the author of “Handling Lawsuits of Minors, Decedents and the Disabled,” which was published in the ATLA Journal.

In February of 2008, Mr. Summey was appointed to serve as the Jefferson County Conservator and Guardian. In this position, Mr. Summey serves as a Conservator, Guardian, Trustee or Fiduciary appointed by the Probate Court, the Circuit Court, the Department of Veterans’ Affairs, or the Social Security Administration. He is responsible for marshaling assets, litigating real and personal property ownership issues, managing estate funds, overseeing nursing home placement, Medicaid eligibility, and overseeing the payment of the wards’ various day-to-day needs and expenses.

Prior to White Arnold & Dowd:

In 1983, Mr. Summey founded the predecessor to the law firm of Summey & Hennecy, LLC, a probate practice firm that merged with White Arnold & Dowd P.C. in 2008.

Affiliations

  • National Academy of Elder Law Attorneys, Member
  • National Guardianship Association, Member
  • Alabama Bar Association, Charter Member, Elder Law Section
  • Birmingham Bar Association
    • Co-Founder and Past President, Probate Section
    • Member, CLE Committee
    • Former Board Member, Birmingham Bar Foundation
    • Member, Solo and Small Firm Practitioners Section
  • Alabama Trial Lawyers, Board of Advisors
  • Alabama Family Trust, Board of Advisors
  • Rotary Club of Shades Valley, Alabama, Past President
  • MercyFlight, Former Pilot
  • MercyFlight Southeast, Previous Board Member

Admissions

  • Alabama State Bar
  • United States Court of Appeals for the Fifth Circuit
  • United States Court of Appeals for the Eleventh Circuit
  • United States Tax Court

Distinctions

  • Martindale-Hubbell AV Peer Review Rating (for over 15 consecutive years)
  • Birmingham Magazine, Top Attorneys (2014, 2016)
  • Alabama Super Lawyers

Communications

Publications

These materials do not constitute legal advice, and are not guaranteed to be correct, complete, comprehensive or current. You should not act or rely on any information contained on this site without first seeking the advice of an attorney.

Speaking Engagements

  • "Guardianships and Conservatorships," Alabama Probate and Estate Conference, Hilton Perimeter Park South, Birmingham, May 11, 2017.
  • "Handling Lawsuits for Minors and Incompetents and Pro Ami Settlements," Calhoun/Cleburne County Bar Association, April 20, 2017.
  • "Final Accounting and Closing the Estate," “The Probate Process from Start to Finish” National Business Institute CLE, SpringHill Suites, Birmingham, October 19, 2016.
  • "How to Advise a Conservator," Adult Guardianships and Conservatorships Seminar, University of Alabama School of Law, September 30, 2016.
  • "Removal from Probate Court to Circuit Court," Probate Judges' Conference, University of Alabama School of Law, September 15, 2016.
  • “Common Issues in Litigation and Probate,” 2016 Alabama Probate and Estate Planning Conference, May 19, 2016.
  • "Planning Ahead Seminar," The Church at Cahaba Bend, May 7, 2016.
  • The Shocco Springs Mental Health Conference, Pell City, April 19, 2016.
  • "A Primer on Procedure for Probate Lawyers," Birmingham Bar Center, March 18, 2016.
  • "Ethics Issues: The Changing Duty of Confidentiality," 2016 Elder Law Seminar, February 26, 2016.
  • “Common Issues To Be Prepared For In Litigation And Probate,” "Estate Administration Procedures: Why Each Step Is Important" presented by National Business Institute, December 15, 2015.
  • “Elder Abuse, Neglect And Exploitation,” Alabama Elder Law 2015, December 11, 2015.
  • "Managing the Inventory," Probate & Estate Planning Conference for Alabama Attorneys presented by Alabama Law Weekly, May 15, 2015.
  • "Handling Funds for Children," Alabama Probate Judges' Conference, Alabama Southern Community College, Monroeville, Alabama, May 14, 2015.
  • "What Do I Do Now That I've Settled: Special Needs Trusts," Birmingham Bar Center, April 17, 2015.
  • "Applying for Medicaid," "Protecting Assets While Qualifying for Medicaid" seminar, March 24, 2015.
  • “Managing the Inventory” and “Litigation of the Case in Probate Court,” "The Probate Process from Start to Finish" seminar, December 17, 2014.