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R.F. (Ben) Stewart III, JD, LLM (Tax)

Ben began practicing law in 1985 after receiving a Masters of Law in Taxation from the University of Florida Levin College of Law.  

In 1994, he was awarded the Certified Employee Benefit Specialist designation (CEBS) from the Wharton School of Business and the International Society of Employee Benefit Specialist and in 2011 he became an Accredited Investment Fiduciary (AIF®).

In addition to practicing law for over 37 years as a probate, estate planning and elderlaw attorney, Ben's experience included working for several international consulting firms, such as Mercer Consulting, as a retirement plan consultant. Ben continues to provide guidance to small and medium-size businesses on their retirement plan design and operations.

He is a member of the Alabama and Birmingham Bar Associations, The Birmingham Estate Planning Council and the International Foundation of Certified Employee Benefit Specialist. He is also a founding member of the WealthCounsel, a national organization of estate planning attorneys, the ElderCounsel, a national organization devoted to the practice of elderlaw and special needs planning. He is also a Qualified Member of Kingdom Advisors.

EDUCATION

  • University of Alabama (B.S. Marketing Management, 1981)
  • Cumberland School of Law (J.D. 1984)
  • The University of Florida (LL.M in Taxation, 1985)

BAR ADMISSIONS

  • Alabama State Bar (1984)
  • Tennessee State Bar (1985) (Inactive)
  • United States Tax Court
  • “Veterans Administration Accredited”

PROFESSIONAL MEMBERSHIPS

  • Alabama Bar Association
  • Alabama State Bar Elder Law Section
  • Birmingham Bar Association
  • Real Property, Probate & Trust Section
  • Birmingham Estate Planning Council
  • Financial Planning Association
  • Wealth Counsel
  • Elder Counsel
  • Kingdom Advisors

OTHER PROFESSIONAL DESIGNATIONS

  • CEBS – Certified Employee Benefits Specialist
  • AIF® Accredited Investment Fiduciary
  • CKA® Certified Kingdom Advisor

PUBLICATIONS AND PRESENTATIONS

  • Beyond the Veterans Benefit known as “Aid and Attendance” – The Alabama Lawyer (Nov 2015)
  • National Business Institute – Veteran Benefit Basics

AWARDS

  • 2012 Birmingham Magazine's Top Attorney – Probate

Shimoda Stewart Is Here for You

At Shimoda Stewart, we focus on Estate Planning and Probate & Trust Administration and we are here to listen to you and help you navigate the legal system.

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Shimoda Stewart is committed to answering your questions about Estate Planning and Probate & Trust Administration law issues in Jefferson County and Shelby County Alabama.

We offer a free consultation and we'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.