On March 24th, Briton S. Collins was elected to serve as the chairman of the Tennessee Board of Court Reporting, which is responsible for issuing court reporter licenses, conducting disciplinary inquiries for ethical violations, ensuring completion of continuing education requirements, and maintaining the Tennessee’s registry of court reporters. Briton was appointed to the Board in 2013 by Governor Bill Haslam, and previously served as the Board’s vice-chairman.
On March 22, 2017, Kennerly Montgomery and The University of TN Research Foundation presented a seminar on Rollover Business Startups (ROBS). When properly structured, ROBS allow entrepreneurs to utilize funds from their 401(k) or other tax-advantaged retirement account to fund a new business (or franchise), buy an existing business, or recapitalize an existing business. Interested in learning more about ROBS?
Click above to view the seminar materials and for more information.
On December 6, Michael Crowder gave a presentation for the National Business Institute entitled “Using Irrevocable Trusts to Qualify for Medicaid and VA Benefits” as a part of their Protecting Assets While Qualifying for Medicaid program. Click above for more information.
For our next program, we are going to discuss best practices for managing difficult employees while respecting their EEOC, ADA, ADEA and other protected rights. We’ll specifically share with you some tips on how your employee handbooks and other policies and procedures can help you stay in front of potential lawsuits. Click above for more information.
On August 6th Michael Crowder gave a presentation on Medicaid Estate Recovery Rules, Remedies and Appeals at a seminar hosted by the National Business Institute. Click above for more information.
Michael Kelley presented at the May 18th seminar “Legal Issues Involving Local Governments” hosted by the National Business Institute. Click above for more information.
On May 26 Michael Crowder presened a live webinar on Social Security Retirement Benefits. Click above for more information or to register.
Bill Mason was recently selected by the U.S. Treasury Department to serve a three-year term on the nationwide Taxpayer Advocacy Panel (TAP). Panel members listen to taxpayers, identify issues and make suggestions for improving Internal Revenue Service (IRS) service and customer satisfaction. Click above for more information.
Topics for our spring employer seminar included: correction of retirement and health & welfare benefit plan errors, and employee handbook issues. Click above for more information.
On March 18, 2016, Ashley Trotto spoke at the Tennessee School Boards Association about the application of the Affordable Care Act’s employer mandate to Tennessee schools.
The day-long seminar was hosted by the National Business Institute and was entitled “Planning for Long-Term Care.” Click above for more information.
Kennerly Montgomery hosted seminars for employers. Click above for details.
Kathy Aslinger and Bill Mason were selected to be included in the 2015 Tennessee Top Attorneys in the practice area of Employee Benefits/ERISA - Defense by City View Magazine. Click above to view the magazine and the complete listing.
For many individuals, delaying Social Security retirement benefits can be advantageous. Factors such as spousal benefits, taxes, and working during retirement may impact an individual’s decision so it’s important to advise your clients so they understand how Social Security retirement benefits play into their retirement and estate plans. Click above for details on these programs.
KM would like to congratulate our Law Clerk and University of Tennessee College of Law student, Casey Duhart. Click above for more information.
In this presentation, we will discuss the basics of how Social Security retirement benefits are calculated. We will also cover the spousal benefit, working while receiving benefits, and whether your benefits will be taxed, as well as some practical points on how to optimize benefits and how Social Security benefits can affect retirement plan design. Both employers and employees ought to find this program useful.Click for more information...
As an attorney, you need to know how to place your client's assets into a properly drafted irrevocable trust, thereby minimizing loss of control while maximizing future eligibility for TennCare and VA benefits. Click to read more...
We discussed a variety of current interest topics, including the status of the Affordable Care Act, and pending same-sex marriage litigation. We focused on updates to IRS rules involving retirement plans, including new rules on correction of administrative errors, determination letters and volume submitter plans, new DOL rules governing plan fiduciaries, and state requirements on funding policies. We also touched on social security benefits and how those affect retirement plan design.
On April 9, 2015, Ashley Trotto spoke at the Knoxville Bar Association seminar entitled “Keeping Up with Healthcare Reform” on issues related to the Affordable Care Act.
This program covers what nonprofit organizations need to know about executive compensation. We focus on the best practices to follow when setting executive compensation and the underlying Tennessee state and IRS rules. Click to read more...
On March 24, 2015, Ashley Trotto presented a live webcast for the Tennessee Bar Association in Nashville on “hot topic” issues related to the Affordable Care Act’s Employer Mandate.
On March 26, 2015, Mr. Taylor spoke at the National Business Institute seminar entitled “TennCare: Beyond the Basics”.
Ben Cunningham spoke at the University of Tennessee chapter of the Collegiate Entrepreneurs' Organization in Knoxville, which is an on-campus group that strives to encourage the entrepreneurial spirit at UT through weekly meetings with entrepreneurs from the community. Ben spoke to them about common issues which start-up businesses and entrepreneurs face. This included a broad range of topics from limited liability entities to intellectual property.
Robert Green was selected to be included in the 2015 Best Lawyers in America in the practice area of Construction Law and additionally was named the Best Lawyer of the Year in Knoxville in Construction Law.
Jack Tallent was selected to be included in the 2015 Best Lawyers in America in the practice area of Litigation – Construction. He has been selected for this designation for more than 5 years.
On January 26, 2015, the Supreme Court of the United States rejected the rule established by the Sixth Circuit in International Union, United Auto., Aerospace, & Agricultural Implement Workers of Am. v. Yard-Man, Inc., 716 F.2d 1476 (1983).
In M & G Polymers USA, LLC v. Tackett, the Court rejected the Sixth Circuit’s inferences concluding that (i) if a benefit plan’s provisions were silent as to termination, then those benefits were to vest for life and (ii) provisions were “illusory” if they benefit one class while not benefiting another...
On January 7, 2015, Toby Carpenter participated in a mock jury trial presentation at the invitation of Wheels Insurance, Ltd., a Captive Resources company that consists of transportation companies across the country. The mock trial was based on an actual wrongful death lawsuit regarding a truck accident, and it was presented to a risk control workshop attended by owners and managers. The format allowed the audience to ask questions during the trial, and participate as jurors.
KMF is pleased to announce that Michael Crowder joined Kennerly Montgomery as an associate. He works primarily in the firm’s employee benefits and business & corporate law practices. Michael graduated from the University of Tennessee, College of Law with a concentration in Business Transactions in 2014 and also earned a Bachelor of Arts in Religious Studies from Princeton University in 2011.
We are pleased to announce that Zackarij R. Gardner has joined Kennerly Montgomery as an associate. Zack graduated from the University of Tennessee College of Law with a Concentration in Business Transactions in 2013. He joins Bill Mason, Jonathan H. Peyton, and Brittany Brent Smith in the Firm’s Intellectual Property and Technology Transfer & Commercialization practice and is also joining the Firm’s Business & Corporate Law practice. In addition to his work as an associate, Zack serves on the KBA’s Minorities Opportunities Committee.
KMF Shareholder Kathy D. Aslinger was inducted in the Knoxville Bar Foundation as part of its twelve-member 2014 Fellows Class. The Fellows represent quality men and women practitioners in our community who have distinguished themselves in the practice of law and service to our community.
KMF believes that reading is an integral part of a child’s education and that literacy opens doors of opportunity that no other skill provides. As such, KMF donates age appropriate books and reading supplies to an underprivileged local elementary school’s kindergarten class.
We are pleased to announce that Ben Cunningham has joined Kennerly Montgomery as an associate. Prior to joining Kennerly Montgomery, Mr. Cunningham served as a federal prosecutor in the Eastern District of Tennessee and practiced at a regional defense litigation firm representing employers in the areas of labor and employment law.
We are pleased to announce that Kathy D. Aslinger has become a shareholder of the Firm as of January 1, 2014, and will be taking a leadership role in the Firm’s employee benefits practice. Our employee benefits practice focuses on advising fiduciaries for the benefit of participants, assisting both private and governmental clients in the design, implementation and maintenance of their employee benefit plans, including 401(k), pension, cafeteria, and health plans. Kathy has been practicing law for over 15 years and has been with Kennerly Montgomery since January 2010.
We are pleased to announce that Ashley Trotto has joined Kennerly Montgomery as an associate. Ashley graduated Cum Laude from the University of Tennessee College of Law in May. She joins Bill Mason, Kathy Aslinger and Brittany Brent Smith in the Firm’s employee benefits practice where she will focus on health plan and ERISA issues related to the Affordable Care Act. Additionally, Ashley will continue to head the Firm’s kindergarten book project at Christenberry Elementary.
The Knoxville Bar Foundation has inducted thirteen members in its 2013 Fellows Class, including KMF Shareholder, Jack M. Tallent, II.
The Tennessee Supreme Court has recently granted permission to appeal in Hood v. Casey Jenkins et al., and Kennerly, Montgomery & Finley attorney Michael Kelley will argue the case this fall on behalf of the appellant insurance company.igation – Construction. He has been selected for this designation for more than 5 years.