Joe has provided multidisciplinary, holistic professional services to high net worth families and family-owned businesses for more than 30 years. In the areas of financial, tax, investment, estate and business planning, he facilitates the communication and decision-making process for families dealing with issues that overlap the family system and the business system.
During his career, Joe has developed numerous estate plans for wealthy families. He has provided consultation services to more than 250 family-owned businesses in comprehensive successorship and estate planning matters. Joe is a Certified Public Accountant and a Professional Financial Specialist. He also holds a Certificate in Family Advising with Fellow Status from the Family Firm Institute and is listed in Best Lawyers® – Tax Law, Trusts and Estates. Joe has been selected among the “Nation’s Top 100 Attorneys” by Worth Magazine for four consecutive years.
Trusts & Estates
LL.M., Taxation, New York University, 1978
J.D., University of Tennessee, 1974
B.S., University of Tennessee, 1972
American College of Trust and Estate Counsel
American Institute of Certified Public Accountants
Family Firm Institute
Best Lawyers in America – Tax; Trusts and Estates
Mid-South Super Lawyer