Admitted to Bar:

  • Tennessee, 1972

Education:

  • Virginia Military Institute (B.A., 1969)
  • Vanderbilt University (J.D., 1972)

Member:

  • Fellow, The American College of Trust and Estate Counsel (1994-Present)
  • National Council Vanderbilt Law School (2005-2008)
  • Fellow, Tennessee Bar Foundation
  • Fellow, Memphis Bar Foundation
  • Memphis Bar Association (Chairman, Wills and Probate Section, 2001-2003); Chairman, CLE Committee (2005-2006)
  • Tennessee Bar Association (Vice-Chairman, Tax, Probate & Trust Section, 1999)
  • American Bar Association
  • Estate Planning Council of Memphis
  • Planned Giving Council of Greater Memphis

Author/Lecturer:

   American College of Trust and Estate Counsel:

  • Drafting Considerations under the Uniform Trust Code (Southern Regional Meeting 2006)
  • Family Limited Partnerships:  Current Developments in Wealth Preservation (Southern Regional Meeting 2005)

   Tennessee Bar Association:

  • Update on the Tennessee Uniform Trust Code (2007)
  • Uniform Trust Code Drafting Issues (2006)
  • Family Limited Partnerships: Current Developments in Wealth Preservation (2005)
  • Tax Law for the Non-Tax Specialist (2003)
  • Estate Planning Seminar – Family Limited Partnerships (1997)

   Memphis Bar Association:

  • Family Limited Partnerships: An Update on Recent Developments & Practical Planning Strategies (2008)
  • Update on the Non-Uniform Tennessee Uniform Trust Code and the Tennessee Investment Services Act (2007)
  • Planning with Grantor Retained Annuity Trusts, Valuation Discounts and Family Limited Partnerships, Limited Liability Companies and Fractional Ownership Interests: An Analysis of Strangi, Bongard, and Kimbell (2005)
  • Practical Drafting for Wills and Trusts (2004)
  • Income and Gift Tax Planning for Irrevocable and Revocable Trusts (2003)
  • How to Probate a Will (2003)
  • Drafting for Flexibility in Wills and Trusts (2000)
  • The Income Tax Aspects of Entity Selection (2001)
  • Estates and Trusts in the Era of EGTRRA (2001)
  • Estate Planning and Divorce (1999)
  • Estate Planning Seminar – Family Limited Partnerships (1996, 1998)

   National Business Institute:

  • Practical Drafting for Wills and Trusts (2004)
  • Successful Wealth Transfer Techniques in Tennessee (2001, 2002)
  • Trusts, Estate Planning and Divorce in Tennessee (1999)
  • Tennessee Nonprofits – Tax and Business Answers (1997)
  • Asset Preservation Techniques in Tennessee (1996)
  • Family Limited Partnerships in Tennessee (2003, 1996, 1995)
  • Living Trusts and Other Estate Planning Alternatives in Tennessee (1995)
  • Administration of the Estate in Tennessee (1992)
  • Tennessee Probate: Beyond the Basics (1988)
  • Estate Planning & Probate in Tennessee (1987)
  • Basic Probate in Tennessee (1987)

   University of Memphis Law School:

  • Practice Skills Seminar (1988, 1987)

   Tennessee Attorneys Memo:

  • Update on the Non-Uniform Tennessee Trust Code and the Tennessee Investment Services Act (2007)

   Barristers Educational Services:

  • Recent Developments in Tennessee Law (2000, 1999)

Other:

   Awards:

  • Listed in 101 Best Lawyers in Tennessee (Business TN 2004)
  • Listed in past and current editions of “Best Lawyers in America,” published by Woodward/White, Aiken, South Carolina
  • Listed in 150 Best Lawyers in Tennessee (Business TN 2005-2010)

   Other:

  • Capt., U.S. Air Force (1972)
  • Tax Counsel to Memphis Bar Association, Inc. (1991-1993)
  • Boys and Girls Club of Memphis; Chairman Planned Giving Committee (2005 – present)
  • Board of Editors, Vanderbilt Journal of Transnational Law (1970-1971)