The American College of Trust and Estate Counsel ("ACTEC") is a national organization of more than 2,400 lawyers and law professors peer-elected to membership.
After contributing to the column from 2012 to 2017, Eddy R. Smith returns to regularly contributing to the Tennessee Bar Journal on various estate planning topics.
The virtual event for CLE accreditation for Tennessee Attorneys takes place on December 9th and 10th.
Eddy R. Smith recently spoke on the ACTEC Trust and Estate Talk podcast about the options for those looking into trusts in the state of Tennessee.
Eddy R. Smith contributed to the November 2021 issue of the KBA's DICTA magazine. Check it out here!
Kennerly Montgomery has been recognized in fourteen practice areas in the Knoxville Metropolitan Region.
The 2022 Estate Planning & Probate Forum features the insight you need to stay on top of key developments in the practice area.
If you would like to attend this On Demand course, please click here.
His article entitled "If You Build It, They Will Come: Tennessee Pursues Trust Preeminence" was included in Volume 57, No. 5 and can be read here!
Eddy R. Smith contributed to the August 2021 issue of the KBA's DICTA magazine. Check it out here!
Eddy R. Smith contributed to the May 2021 issue of the KBA's DICTA magazine. Check it out here!
Kennerly Montgomery has named Kathy D. Aslinger the new Managing Shareholder, the first female to assume this role in the firm's 100+-year history.
Knoxville lawyer Marshall H. Peterson, currently practicing with Kennerly, Montgomery & Finley, PC, was recently appointed Tennessee State Chair for the American College of Trust & Estate Counsel (ACTEC).
Eddy R. Smith, Esq. recently had an article for the Knoxville News Sentinel picked up by MSN for national distribution. Click here to read it!
Kathy D. Aslinger contributed to the April 2021 issue of the KBA's DICTA magazine. Check it out here!
Eddy R. Smith, Esq. took place in a roundtable discussion in the American Journal of Hospice and Palliative Care.
Ashley N. Trotto contributed to the March 2021 issue of the KBA's DICTA magazine. Check it out here!
"Retirement Plan Administration and Planning for Law Firms in the Wake of the SECURE Act, CARES Act, and More."
Kennerly Montgomery is happy to announce that Eddy R. Smith, Esq. is joining the Firm.
Jim Gore will be a presenting panel member speaking on Landlord-Tenant Law and the implications of COVID-19 and the CARES Act as part of “A Discussion About Landlord-Tenant Law,” a virtual webinar sponsored by the Knoxville Bar Association on June 24, 2020.
On June 15, 2020, Kathy D. Aslinger, Esq. will be presenting at the Tennessee Society of CPAs’ Employee Benefit Plans Conference. The conference livestream is available for members and non-members alike. Registration for the livestream can be found here.
Ashley Trotto will be presenting on a webinar for the East Tennessee Compensation and Benefits Association (ETCBA) on Tuesday, June 2, 2020.
The updated Fair Labor Standards Act’s long-awaited final overtime rule went into effect on January 1, 2020.
Kathy D. Aslinger will be presenting at the National Business Institute's seminar on Tennessee Employment Law, specifically breaking down the intricacies of the Family Medical Leave Act.
Michael R. Crowder will be presenting on the topic "Income Tax Planning with Trusts" at the 2019 Probate and Estate Planning Conference for Tennessee Attorneys.
The Internal Revenue Service just announced the new (increased) retirement plan limits for 2020. If you have questions about these adjustments or the application of the limits generally, please contact Kathy Aslinger or Ashley Trotto at (865) 546-7311.
For the last three years, William E. Mason—a shareholder and member of Kennerly Montgomery’s Employee Benefits and Tax-Exempt Organizations practice areas—has voluntarily served on the Internal Revenue Service’s (IRS) Taxpayer Advocacy Panel (TAP). This panel consists of six different committees that work with the IRS to “listen to taxpayers, identify issues, and make suggestions for improving IRS service and satisfaction.”
On Friday, June 21st, we held our annual in-firm ice cream social fundraiser to gear up for the seventh school year of our partnership with the kindergarten class at Christenberry Elementary in north Knoxville.
Marshall Peterson will present at The American College of Trust & Estate Counsel (ACTEC) Southern Region meeting in Memphis, Tennessee on April 26-28.
On August 4th, Michael Crowder presented at the National Business Institute Seminar: The Probate Process From Start to Finish. Click above for full details.
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.
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 presented 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.
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.
Trademarks are important to protecting and preserving the brands and reputations of businesses ranging from small start-ups to established multinational companies. State and federal trademark registration help protect marks by providing statutory protections on top of established common law rights. In this article, Zack R. Gardner and Prof. Brian Krumm (University of Tennessee College of Law) briefly discuss trademarks and provide a how-to practitioners guide to state and federal trademark registration.
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.
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...
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.
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”.
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.