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)