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This definitive guide to trusts will give you key knowledge of unique trusts structures, sample provisions language, and reasoning for which planning tools better suit specific client situations. Understand the key structures and uses of today's top trusts and anticipate administration challenges and tax consequences. Order today!
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TED A. BURKHALTER JR., CPA, MBA, is an attorney/CPA with the firm of Burkhalter & Burkhalter. As a dually licensed certified public accountant and attorney-at-law, Mr. Burkhalter is uniquely qualified to advise individuals and businesses on matters of tax, estate planning, asset protection, and many other financial matters. He holds his J.D. degree and M.B.A. degree through the University of Tennessee, Knoxville’s select JD/MBA program. He earned his B.S. degree in accounting from the University of Tennessee, Knoxville. Mr. Burkhalter presents and educates about estate, business and tax matters throughout the Southeast. He has served as acting general sessions judge, Chancery Court special master and Blount County commissioner. Prior to founding Maryville based Burkhalter & Associates, P.C., in 2002, Mr. Burkhalter served as chief financial officer and general counsel for entities within the Tennessee, Atlanta and New Jersey markets. Mr. Burkhalter's personal client base spans both U.S. national and international interests.
JEFFREY L. CARSON is senior vice president and senior trust officer with U.S. Trust, Bank of America Private Wealth Management, in the firm's Nashville, Tennessee office with additional responsibility for the Kentucky, Alabama, and Mississippi markets. He utilizes his extensive legal and fiduciary background and experience to achieve the strategic objectives of the ultra-high net worth individuals, families and foundations he serves as clients. Mr. Carson also leads trust product sales in the region and works with U.S. Trust and Merrill Lynch advisors to assure trust product awareness and the education of clients and U.S. Trust associates. He is admitted to practice in Tennessee, Mississippi, the Northern and Southern districts of Mississippi, and the U.S. Court of Appeals for the Fifth Circuit. Mr. Carson presently serves as legal counsel in a pro bono capacity with the Volunteer Lawyers for the Arts with the Arts and Business Council of Greater Nashville and as a board member with the Planning Giving Council of Middle Tennessee. He is a member of the Tennessee Bar Association (Executive Committee of the Estate Planning and Probate Section, which he will chair in 2016-2017). Mr. Carson earned his B.A. degree from the University of Mississippi, his J.D. degree from Mississippi College School of Law, and his LL.M. degree from the University of Miami School of Law.
PETER T. DIRKSEN is a senior vice president and wealth strategies advisor for U.S. Trust, Bank of America Private Wealth Management. His responsibilities include offering value added solutions to bank customers by coordinating the delivery of tax, estate planning, and financial consulting services to high-net-worth individuals and families. Mr. Dirksen works closely with clients and their outside advisors to provide specialized wealth management and fiduciary services. He is a member of The Florida Bar, State Bar of Georgia, and the Nashville Bar Association. Mr. Dirksen earned his B.B.A. degree from the University of Georgia, his J.D. degree from Mercer University, and his LL.M. degree from the University of Florida.
JAMIE K. DURRETT is an attorney with Batson Nolan PLC. She practices in the areas of medical malpractice, general insurance, and Medicare and Medicaid compliance. Ms. Durrett earned her B.S. degree, summa cum laude, from Austin Peay State University; and her J.D. degree from Cumberland School of Law at Samford University. She is the contributing author of "Closing Arguments: Through the Eyes of a Trial Advocate" by Kevin Kennedy, American Journal of Trial Advocacy Vol. 30:3, Spring 2007. Ms. Durrett is a member of the Alabama State Bar, the American Bar Association, the Defense Research Institute, The Florida Bar, the Tennessee Bar Association, the District of Columbia Bar Association, the Montgomery County Bar Association, and Young Lawyers Division. She currently serves as the delegate of the 19th Judicial District to the Tennessee Bar Association House of Delegates and the 10th District representative to the Tennessee Bar Association Young Lawyers Division. Ms. Durrett has been selected by the American Society of Legal Advocates as a Top 40 Litigation Lawyer Under 40 in the state of Tennessee from 2014 to present.
DALEN FARMER is an attorney with the law firm of Dalen Farmer, PLLC, in Murfreesboro, Tennessee. His areas of practice include comprehensive estate planning, trust administration, probate services, and general business consulting. Mr. Farmer's clients are typically business owners, professionals, executives and retirees in middle and east Tennessee. In addition to practicing law, he has also worked as a wealth management advisor with regional and national investment houses. Mr. Farmer is admitted to practice in Tennessee, and is a member of the American, Tennessee, and Rutherford County bar associations. He serves on the Board of Directors of the University of Tennessee Alumni Association (Middle Tennessee). He earned his bachelor’s degree from the University of Tennessee and his Juris Doctorate degree from Humphreys School of Law at the University of Memphis.
JOHN I. HARRIS III is associated with the firm of Schulman LeRoy & Bennett P.C., in an of counsel capacity. Mr. Harris is also involved in a practice with his brother, Norman Evan Harris, through Harris Law Offices. His practice includes most areas of civil practice, representing business and individuals. He has an emphasis on civil, business and commercial litigation; business entity formation and representation; employment and discrimination disputes; probate and estate planning; and the representation of non-profit organizations. Mr. Harris also handles matters involving medical negligence and personal injury disputes, as well as the representation of nonprofit and charitable organizations. Mr. Harris is licensed to practice in Tennessee, the Sixth Circuit, and before the U.S. Supreme Court. He is a member of the Tennessee, Nashville and American bar associations; the Tennessee Trial Lawyers Association; and the American Trial Lawyers Association. Mr. Harris received his B.A. degree from Vanderbilt University and his J.D. degree from Vanderbilt School of Law.
RALPH Z. LEVY JR. is of counsel with Dickinson Wright PLLC, a full-service law firm with over 400 attorneys with offices in Michigan, Tennessee, Arizona, Nevada, Ohio, Kentucky, Washington, D.C. and Toronto, Ontario. His areas of practice include entity formation and operation, entrepreneurial business services, estate planning and family succession planning, health enterprises and transactions, and tax planning and controversies. In more than 35 years of practicing law, Mr. Levy's extensive experience includes private practice, as well as serving for more than ten years as general counsel, executive vice president, and secretary for Gambro Healthcare, Inc., a national provider of dialysis services. He is a member of the Tennessee Bar Association and the Nashville Bar Association. Mr. Levy earned his A.B. degree, cum laude, from Colgate University; his LL.M. degree from New York University; and his J.D. degree from Vanderbilt University School of Law.
CLAIBORNE K. MCLEMORE III is an attorney with the Nashville law firm of McLemore & Rollins, where he focuses his practice on representing closely held businesses and their owners, including dealing with the estate planning issues of those individuals. He earned his B.A. degree from Emory University and his J.D. degree from Vanderbilt University. Mr. McLemore has spoken to various groups on areas related to his practice. He is a member of the Tennessee bar associations.
DAVID B. PARSONS is a partner in Nashville, where his work includes tax planning (individual, corporate, and estate) and business transactions, including mergers and acquisitions. In addition to practicing law for more than 30 years, Mr. Parsons is a certified public accountant in the state of Tennessee. He is a frequent speaker on tax and estate planning topics for a wide variety of groups. He is a member of the Tennessee, Nashville, North Carolina, and American bar associations, as well as the District of Columbia Bar. Mr. Parsons earned his A.B. degree from Duke University and his J.D. degree from the University of Chicago.
TREY SMITH is a certified financial planner with SunTrust Investment Services, Inc. He offers clients more than 10 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, and credit and estate strategies. Mr. Smith works collaboratively with clients to assess their financial situation, goals and objectives, determines risk tolerance, and forms and executes an appropriate investment plan to obtain measurable results. In addition to having published several articles, he has also completed his first two books, "The Tips, Tricks and $ Advice They Didn't Teach You in College," and “Money Does Grow on Trees: The Family Tree” in his Wealth & Family Book Series. Mr. Smith is a member of the Financial Planning Association and has earned his CFP, ChFC, CRPIMA, and CPWA certifications. He received his B.A. degree from the University of Illinois at Urbana-Champaign and his M.B.A. degree from Vanderbilt University - Owen Graduate School of Management.
JULIE F. TRAVIS MOSS currently practices in Brentwood, Tennessee, serving clients in Davidson, Williamson and surrounding counties. Her practice areas include estate and trust administration; guardianships and conservatorships; estate planning; real estate; and related litigation. Ms. Travis Moss also advises closely held business owners regarding general corporate matters. She has more than 17 years of diverse legal experience, including 10 years in private practice in Michigan and teaching legal writing at Vanderbilt Law School. Ms. TravisMoss earned her B.A. degree from the University of Michigan and her J.D. degree from Loyola University Chicago.June 7 - June 8 - Memphis
ROBERT K. ALVAREZ is a partner with the Memphis law firm of Bourland Heflin Alvarez Minor & Matthews PLC, where he consults health care professionals, managed care organizations and hospitals on health care law issues, including HIPAA. He also practices in the areas of taxation, business transactions, estate planning and securities law. Mr. Alvarez is a frequent lecturer on health care law, partnerships, LLCs and estate planning. He attended the University of Mississippi where he received his B.B.A. degree in accounting and his J.D. degree. He also received his LL.M. degree in taxation from New York University. Mr. Alvarez is a member of the Tennessee Bar Associations, The Mississippi Bar, the American Health Lawyers Association, and the Memphis Estate Planning Council.
GREGORY D. COTTON is a sole practitioner in Memphis, where his practice is concentrated in the areas of probate, corporate, personal injury, products liability, domestic relations, and criminal law. Mr. Cotton is a member of the Birmingham, Memphis-Shelby County, and Tennessee bar associations; and the Alabama State Bar. He earned his B.A. degree from the University of Alabama and his J.D. degree from the Cumberland School of Law of Samford University.
STEVEN C. EBBERS is in private practice with The Ebbers Law Firm, in Memphis, where his practice areas include estate planning, probate, business planning, estate and trust administration, and veteran's benefits. Mr. Ebbers is accredited with the VA and assists veterans through the American Bar Association Veterans Claim Assistance Network (ABA VCAN). He is a member of the American Bar Association and the Tennessee Bar Association. Mr. Ebbers earned his B.B.A. and M.B.A. degrees from the Fogelman College of Business and Economics at the University of Memphis and his J.D. degree from the Cecil C. Humphreys School of Law at the University of Memphis.
A. NEAL GRAHAM is a member of the Memphis firm of Harris Shelton Hanover Walsh, PLLC, and focuses his legal practice on corporate, tax, and regulatory issues applicable to business transactions. He has extensive experience in representing nonprofit hospitals, physicians, and other healthcare entities in connection with various types of legal issues. Mr. Graham also assists for-profit entities in connection with mergers and acquisitions, and the issuance of equity and debt securities. He earned his B.B.A. (accountancy) and J.D. degrees from the University of Mississippi and his L.L.M. degree in taxation from the University of Florida. Mr. Graham is a certified public accountant and has served as an adjunct professor at the University of Mississippi School of Accountancy and School of Law. He has also served as a frequent lecturer at various seminars on health care, nonprofit entities, corporate, legal entity selection issues, and tax related topics.
DONNA S. HARKNESS is a professor of law, teaching and supervising students enrolled in the Elder Law Clinic of the University of Memphis Cecil C. Humphreys School of Law. She earned her B.A. degree, cum laude, from the University of Memphis and her J.D. degree from Vanderbilt University. Ms. Harkness is a National Elder Law Foundation certified elder law attorney. She is a frequent lecturer to various professional groups on elder care and ethical issues. Ms. Harkness is a member of the Tennessee, Memphis and American bar associations; the Association for Women Attorneys; and the National Academy of Elder Law Attorneys.
LAWRENCE M. MAGDOVITZ is the owner of the Law Offices of Lawrence Magdovitz, where he practices in the areas of general business and litigation. Mr. Magdovitz is admitted to practice in Tennessee and Mississippi. He is a member of the Tennessee Bar Association and The Mississippi Bar. Mr. Magdovitz earned his B.A. degree, cum laude, from Boston University; his J.D. degree, cum laude, from the University of Tennessee-Knoxville and his LL.M. degree in taxation from New York University School of Law.
THOMAS L. MASCHMEYER JR. is an attorney in the Memphis law firm of Griffin, Clift, Everton & Maschmeyer, PLLC, where he practices in the areas of estate planning, trusts, probate and business planning and transactions. Mr. Maschmeyer is a certified public accountant (inactive) and a former adjunct professor at Southwest Tennessee Community College where he taught courses on estate planning principles and business law. He earned his B.S. degree, summa cum laude, from Southeast Missouri State University and his J.D. degree from the University of Memphis. Mr. Maschmeyer is a member of the Memphis Bar Association and the Memphis Estate Planning Council.
JOYCE H. SEALAND is a partner with the Memphis law firm of Evans | Petree PC, where she practices in estate and income tax planning, and probate. Ms. Sealand has been practicing law for 28 years, and frequently lectures for National Business Institute and other professional groups on probate, estate planning, and trust issues. She is a member of the American, Tennessee, and Memphis bar associations; Association for Women Attorneys; and the Estate Planning Council. Ms. Sealand earned both her B.B.A. degree and J.D. degree from the University of Memphis.
M. MATTHEW THORNTON is a member in the Memphis law firm of Bourland Heflin Alvarez Minor & Matthews PLC, where he practices in the areas of probate and estate law and residential real estate. Mr. Thornton is also a Tennessee Supreme Court Rule 31 listed mediator. He earned his B.S. and J.D. degrees from the University of Tennessee in Knoxville. Mr. Thornton is a member of the Tennessee and Arkansas bar associations. He is a member of the Tennessee Bar Association's Leadership Law, class of 2005. Mr. Thornton served on the Tennessee Bar Association's Estate Planning and Probate Section - Executive Council for several years.