Counselor. Teacher. Lawyer. Dale Stone wears many hats when he assists clients in developing and implementing plans for the effective and efficient disposition of their assets. Dale has over forty years of experience guiding clients through the personal and practical aspects of estate planning and estate administration as well as the legal, economic and tax issues involved. For owners of family businesses, Dale coordinates planning for the preservation and continuation of the business itself with the owner’s personal wealth transfer plan.

Dale is designated by the National Association of Estate Planners & Councils as an Accredited Estate Planner. For fifteen years, Dale was an Adjunct Professor of Estate Planning at the University of Alabama School of Law and continues to serve his profession presenting seminars on topics related to estate planning, estate administration and wealth transfer. Dale is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and has served on ACTEC’s Board of Regents and as Alabama State Chair.

Listed in The Best Lawyers in America® (Copyright 2022 by Woodward/Wright, Inc., of Aiken, S.C.) and Super Lawyers Alabama in the area of Trusts and Estates, Dale has been voted by Birmingham lawyers on multiple occasions as “Best in Estate Planning” in the Birmingham Business Journal’s “Best of the Bar” poll and frequently recognized in B-Metro Magazine as a Top Attorney in Birmingham. Dale is ranked as an AV Preeminent attorney by Martindale-Hubbell®.

An adult education teacher and past Senior Warden at St. Mary’s-on-the-Highlands Episcopal Church, Dale is married to Pam and has an adult son, Jeff.