Of the many considerations involved in comprehensive estate planning, minimizing or avoiding tax liabilities and shielding assets from creditors are often paramount concerns. For high-net-worth [...]

I am a Fellow of The American College of Trust and Estate Counsel (“ACTEC”). ACTEC is a nonprofit association of lawyers and law professors who practice throughout the United States, Canada, and [...]

I was recently asked to speak about estate administration to a group of individuals, many of whom were familiar with the process of creating a Will and/or Revocable Trust and executing [...]

Prior to 2016, Tennessee imposed a separate inheritance tax and had an exemption from that tax that was less than the federal estate tax exemption.   As of January 1, 2016, Tennessee’s [...]

Assume that Alex and Casey own a house.  If they bought the house during the marriage, they are presumed to own it as “tenants by the entireties.”  Entireties property is not subject to the [...]

Trusts can provide beneficiaries with significant benefits, including asset protection and professional asset management.  However, sometimes due to changed or unforeseen circumstances, the terms [...]