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We’re All Going to Die (and Other Happy Thoughts of an Estate Planner Turning 50)

Cite:  Eddy R. Smith, We’re All Going To Die (and Other Happy Thoughts of an Estate Planner Turning 50), TENN. B. J., April, 2016. [Later republished in Maine Bar Journal, Louisville Bar Briefs (Louisville, KY Bar), Across the Bar (San Joaquin County CA, Bar), and The Barrister (Camden County, NJ Bar).] First you forget names; […]
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Alliance for Better Nonprofits holds Board Excellence Conference

The Alliance for Better Nonprofits is holding its Board Excellence Conference on May 3 at The Regas Building.  This one-day only event is focused on strengthening nonprofit leadership at the highest level – The Board of Directors.  There will be three tracks for Executive Directors, Board of Directors, and Nonprofit Staff.  For more information or […]
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No One-Hour Photo, Robin Williams’ Estate Plan Took Time to Develop

Cite: Eddy R. Smith, No One-Hour Photo, Robin Williams’ Estate Plan Took Time to Develop, TENN. B. J., December, 2015. Gooooood morning, Tennessee! Renowned actor and comedian Robin Williams, for whom living was an awfully big adventure and who will be remembered longer than many dead poets, passed away in 2014. His talent made him […]
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Ed Smith to present at Nonprofit Law seminar

Ed Smith will present the Knoxville Bar Association’s seminar entitled “Nonprofit Law Update: Information Board Members and Staff Need to Know.”  Ed will provide a comprehensive checklist of best practices for a nonprofit to ensure its board and staff are keeping themselves and the organization compliant.  Afterwards, a panel of attorneys will discuss issues faced by […]
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Strictly Speaking, When Is a Will Not a Will?

Cite: Eddy R. Smith, Strictly Speaking When Is a Will Not a Will?, TENN. B. J., August 2015. “Close don’t count in baseball. Close only counts in horseshoes and hand grenades.” – Hall of Fame baseball player Frank Robinson[1] When is a will not a will, even when the testator, witnesses and drafting lawyer intend […]
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Can IRA Beneficiaries Trust Creditor Protection Without a Trust?

There are planning options to protect inherited retirement accounts from the beneficiaries’ creditors. Cite: Eddy R. Smith, Can IRA Beneficiaries Trust Creditor Protection Without a Trust?, TENN. B. J., April 2015.   At the end of the third quarter of 2014, an estimated $7.3 trillion was held in Americans’ individual retirement accounts (IRAs), almost 11 […]
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Tennessee Court of Appeals Reinforces Strict Will Execution Requirements

In a will contest case, HPS attorney Ed Smith represented two siblings who argued that their father’s will (which left them nothing) was not properly executed in accordance with the requirements of Tennessee law, because the witnesses to the will signed only the affidavit of attesting witnesses and not the will itself.  The Court of […]
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R.I.P. Circular 230 Disclosures, or How the IRS Saved the Planet and Returned 30 Minutes of Your Day

Cite: Eddy R. Smith, R.I.P. Circular 230 Disclosures, or How the IRS Saved the Planet and Returned 30 Minutes of Your Day, TENN. B. J., December 2014. How many times per day do you see something like this? Required Circular 230 Tax Advice Disclosures: Nothing contained in this column and any attachments is intended to […]
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Ed Smith co-presents seminar on Tax-Exempt Organizations

Ed Smith co-presented with two other local professionals at a seminar entitled “Tax Exempt Organizations From Start to Finish” on December 17, 2014 at the Knoxville Hilton.  Ed discussed Unrelated Business Taxable Income, Key Compliance Points and Disclosure Considerations of the Form 990, and Advising on Operational Issues.  
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Marshall Peterson participates in UT College of Law panel

Marshall Peterson was a participant on a panel at University of Tennessee College of Law, The Business of Practicing Law:  Managing Partners Forum. The program, directed to law students, focused on changes in the way legal services are delivered, traits most valued in new hires at local law firms, skills law students will do well […]
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