Joseph B. Walker

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.

Wealth Transfer, Trust and Estate Planning Experience:

• 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.

The Estate & Trust Law Practice:

Our attorneys work closely with clients to understand the unique details of each individual’s situation and assist in accomplishing their planning goals and objectives including advising clients on strategies to help protect and preserve their family’s wealth.

Our attorneys also work with fiduciaries to guide them through the probate or administration process and routinely handle all aspects of trust administration. In addition to advising on the probate and administration process, our attorneys also have experience representing fiduciaries in litigated matters.