contact us

March2012

Powers of Attorney: What Accountability?

“Thou shalt not steal.”  God, c. 1446 B.C. “Trust, but verify.”  Ronald Reagan, 1987 A.D., quoting a Russian proverb. When an agent acts on behalf of a principal, to whom is the agent accountable? This is no small matter in the estate planning context.  Over 40 million Americans are age 65 or older – 13% […]
Read More

Ed Smith Speaks at State Bar Conference

Ed Smith was one of the presenters at the Tennessee Bar Association Estate Planning Forum in Nashville on February 24.  Ed spoke on Clayton Trusts, an advanced form of inheritance tax planning for married couples.
Read More
copyright ©2017 Holbrook Peterson Smith PLLC