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Marshall H. Peterson

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Special Counsel
Phone: (865) 546-7311
Fax: (865) 524-1773

Marshall Peterson’s three decades of experience as a recognized leader in the Knoxville legal community make him an asset to clients looking for representation related to trusts and estates.  Marshall’s experience spans the range from the traditional family estate to the “I won the lottery, what do I do now?”

Marshall is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and serves on the Practice Committee.  The “Fellows” are nationally considered the best and brightest in the trust and estate practice, with decades of experience representing and advising families. 

Marshall is also a member of the American Bar Association’s Section of Real Property, Trust, and Estate Law and is a past president of the Knoxville Estate Planning Council. He was a member of the Uniform Trust Code Study Committee, which promulgated Tennessee’s 2004 revision to the statutory law of trusts; a Fellow of the Knoxville Bar Foundation, an honorary organization which makes grants to organizations providing social services to those in need; a former Board Member of Tennessee Parks & Greenways Foundation, a nonprofit organization seeking to preserve and expand Tennessee’s natural treasures; and President of the Board of Directors of Legal Aid of East Tennessee, which provides pro bono legal services to clients in poverty. 

Marshall speaks to professional groups on estate planning topics such as income, estate, and gift tax planning, conservation easements, distributions from retirement plans, and GST elections.


Fellow, American College of Trust and Estate Counsel (ACTEC)
Listed in Best Lawyers in America® since 2001 for Trusts and Estates 
Master of the Bench, Hamilton Burnett American Inn of Court 
Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations (1980 and 1983) 

Areas of Focus 

Estate Planning and Administration 
Estate and Trust Disputes 
Fiduciary Liability 
Will Contests 
Tax Audits 
Business Entities, Planning and Succession 
Expert Witness 
Churches, Nonprofit, and Tax-Exempt Organizations


B.S., The University of Tennessee at Knoxville, 1973 
J.D., The University of Tennessee College of Law, 1987 


Tennessee, 1987 
U.S. Supreme Court, 1997 
U.S. Tax Court, 1999 

Publications and Articles

Reminders That Planning Requires Attention to Details
Introducing: Sheri A. Fox, Esq. | DICTA: March 2016
Demise of DOMA Changes Legal Landscape | DICTA: February 2014
 Griswold, et al., “Big Changes to Tennessee Uniform Trust Code: 10 Things You Should Know”, 49 TENN. BAR J. 20 (December 2013). 
“Tennessee Uniform Trust Code: New Formulation For A Trusty Tool,” 41 TENN. BAR J. 24 (January 2005). 
“Planning Distributions from Qualified Plans,” Tax, Probate & Trust (Tennessee Bar Assoc., March 1994). 

Reported Cases
Burke v. Langdon, 190 S.W.3d 660 (Tenn. Ct. App. 2005). 
Nuclear Fuel Services, Inc. v. Huddleston, 920 S.W.2d 659 (Tenn. Ct. App. 1995). 
Simmons v. Russell, 1989 Tenn. App. LEXIS 443 (June 13, 1989).

Kennerly Montgomery Top Listed in Best Lawyers    Kennerly Montgomery is LexisNexis Peer Review Rated for Ethical Standards and Legal Ability