Joel D. Roettger, JD, LLM, EPLS


Mr. Roettger is a shareholder with the firm. He represents individuals, fiduciaries, entities, and charities in the areas of estate planning, estate administration/probate, trust law, taxation, business succession planning, tax-exemption issues and charitable giving. He frequently speaks to professionals and lay groups on issues related to estate planning and estate administration. He has been certified as an Estate Planning Law Specialist by the National Association of Estate Planners & Councils since 2013.

Contact:
(865) 525-5300 ext. 123
jdr@tennlaw.com
Linkedin

Education:

Master of Law (LL.M), Taxation
University of Florida College of Law, 2001

Juris  Doctor (J.D.) (cum laude)
University of Tennessee College of Law, 2000

Bachelor of Science, Finance (summa cum laude)
University of Tennessee, 1996

Certification:

Estate Planning Law Specialist since 2013

Memberships:

  • American Bar Association
  • Tennessee Bar Association
  • Knoxville Bar Association
  • Knoxville Estate Planning Council (President, 2017 – 2018)

Honors:

  • Cityview Magazine, Top Attorney since 2010, most recently in the categories of Estate Planning/Trusts and Wills/Probate
  • Mid-South Super Lawyer “Rising Star,” 2009, 2010, 2011, 2012, 2014, 2015
  • Mid-South Super Lawyer, 2016 – 2017 

Previous Presentations:

  • Drafting Effective Wills and Trusts
  • Probate Practice: The Essential Basics
  • Community Property Trusts
  • The Complete Trust Course
  • Estate Planning for Retirement Assets
  • Ethics

Primary Practice Areas:

  • Estate Planning, Wills and Trusts
  • Estate Administration/Probate
  • Trust Administration
  • Fiduciary Representation
  • Tax Exempt Entities
  • Federal, State & Local Taxation
  • Asset Protection

Blog Posts: Link

Recent Blog Posts:

Starting in 2018, 529 plans can be used to pay tuition expenses for elementary and secondary schools, thanks to the Tax Cuts and Jobs Act.
Under the tax bill formerly known as the Tax Cuts and Jobs Act, the individual mandate has not been repealed, it has just been told…
The Tax Cuts and Jobs Act includes three provisions related to charitable giving.
Despite efforts by the House, the Tax Cuts and Jobs Act does NOT scale back the Johnson Amendment.
The 7520 rate for January 2018 will be 2.6%. A chart showing historical rates since 2008 is here. Source: Rev. Rul. 2018-1 (pdf) Posted by Joel…
If the Tax Cuts and Jobs Act passes, the number of estates subject to the death tax is about to get even smaller, at least…