Trusts & Estates

The firm's attorneys concentrate heavily on estate planning, preparing wills, revocable living trusts, irrevocable life insurance trusts, durable powers of attorney, and living wills. They help clients reduce estate taxes, plan for business succession, make gifts and charitable contributions, and prepare for disability, handling both simple and highly complex matters. The firm has also formed and represented private foundations, and its elder law work helps older clients plan for long-term care.

The firm regularly handles estate and trust administration in Tennessee, Mississippi, and Arkansas, assisting personal representatives and trustees with court filings, creditor claims, and estate and income tax returns. The attorneys represent personal representatives in tax audits and disputes, advise on post-mortem tax strategies, and represent beneficiaries in will contests and lawsuits over the interpretation of wills and trusts.

In guardianship and conservatorship matters, the attorneys act as counsel for guardianships of minors and conservatorships for disabled adults, and courts at times appoint firm attorneys as guardians ad litem. The firm also advises on business succession planning, including buy-sell agreements and shareholder agreements for clients ranging from public companies to family-owned enterprises.