Joe is an AV-Rated attorney in our Tax and Business Services Groups. With extensive background in estate and trust planning and tax, he was named (1 of 3 Tennessee Lawyers) in J.K. Lasser’s book, Estate Planning for Baby Boomers and Retirees.

Biography – View PDF Bio

Associations

Bar Admissions

  • Tennessee, 1973
  • U.S. District Courts
    • Tennessee: Western
  • U.S. Court of Appeals
    • 6th Circuit
  • U.S. Tax Court

Distinctions

  • Martindale-Hubbell®
    • AV®- Preeminent™ Peer Review Rated
  • Fellow, American College of Trust and Estate Counsel
  • Best Lawyers in America®,
    • Trusts and Estates, 1983-2020
    • Litigation – Trusts and Estates, 2011-2020
    • Lawyer of the Year, Litigation – Trusts and Estates, 2014
    • Lawyer of the Year, Trusts and Estates, 2011
  • Super Lawyers®
    • Mid-South Super Lawyers, Estate Planning & Probate, 2006-2015, 2017-2019
    • Top 100 Tennessee Super Lawyers, 2006
    • Top 50 Memphis Area Super Lawyers, 2006
  • Named (1 of 3 Tennessee Lawyers) in J.K. Lasser’s book, Estate Planning for Baby Boomers and Retirees

Education & Honors

  • University of Memphis, J.D., 1973
  • University of Mississippi, B.B.A., Accounting, 1969

Experience

  • Wealth Transfer, Trust and Estate Planning and Asset Protection
  • Representation of taxpayers of high net worth in consideration, creation and implementation of sophisticated Death Tax and Gift Tax saving mechanisms, including charitable planning.
  • Representation of individuals to address complicated family and personal matters, including special needs children, special beneficiary relationships, artificial reproduction babies and business exit planning.     
  • Representation of individuals with unique assets as to valuations and transfer, from song writers and visual artists, to small business owners and owners of assets in foreign countries.
  • Representation of those in need of asset protection during life with special Tennessee Trusts.
  • Fiduciary Compliance for Trustees and Executors and Probate Controversy
  • Representation of institutional and individual executors and trustees and other advisors in the administration of trusts and estates and in controversies and litigation arising from will contests and construction, trust reformation and fiduciaries’ rights and duties.
  • Federal Tax and State/Local Tax Controversies and Planning Opportunities
  • Representation of estates, trusts and individuals in defense of tax reduction techniques and other tax compliance matters.
  • More...

Papers, Presentations, & Publications

  • Presenter, "Tennessee Uniform Trust Code," Tennessee Bar Association, Estate Planning Council of Memphis, CPA and CFP firms.
  • Presenter, "Estate Planning Strategies for Qualified Plan Benefits and IRA’s," Memphis and Shelby County Medical Society, CPA and CFP firms.
  • Presenter, "Asset Protection Planning," Memphis and Shelby County Medical Society.
  • Presenter, "Protecting Your Wealth from Estate Taxes," Memphis and Shelby County Medical Society, Memphis Dental Society, CPA and CFP firms.
  • Presenter, "Getting Ready for Retirement," Memphis and Shelby County Medical Society, CPA and CFP firms.
  • Presenter, "Using Trusts/Custodianships for Funding Education—or Preventing Baby Boomers’ Babies from Breaking the Bank," ICFP.
  • Co-Presenter, "Business Exit Planning for the Business Owner," joint presentation for business owner clients of CPA and Financial Advisory firms.