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
Business Entities, Planning and Succession
B.S., The University of Tennessee at Knoxville, 1973
J.D., The University of Tennessee College of Law, 1987
U.S. Supreme Court, 1997
U.S. Tax Court, 1999
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).
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).