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Lisa Helton and Andrea Sinclair Present at ACTEC 2025 Southern Regional Meeting

Fiduciary Duties and Standards for Individual Trustees in Tennessee

How a Spousal Lifetime Access Trust (SLAT) Can Shield High-Net-Worth Individuals From Estate Tax and Creditor Liability

What is a Revocable Trust and Do You Need One?

Your Loved One Dies. You’re in Charge of Settling Their Estate. What Happens Next?

Tennessee Inheritance Tax Repealed – It’s Time for an Estate Planning Review

A Little-known, but Big, Change in the Rules on Assets Held by Spouses

Using Tennessee’s Trust Law to Fix Broken Trusts