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.

(865) 525-5300 ext. 123


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


Estate Planning Law Specialist since 2013


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


  • 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:

Information for 2018 is here. Generally speaking, the Basic Exclusion Amount (BEA) is the aggregate amount a taxpayer may transfer, during life and/or at death,…
What happens? Tennessee has a statute for that: The effect of a sentence of imprisonment in the penitentiary is to put an end to the…
Another Drop. The 7520 rate for February 2019 is 3.2%. This is an decrease from January, when the rate was 3.4%. A chart showing historical…
Does Tennessee’s anti-lapse statute apply when the remainder beneficiary of a trust dies before the trust terminates? No.
The rate drops. The 7520 rate for January 2019 is 3.4%. This is an decrease from November and December 2018, when the rate was 3.6%.…
Unchanged. The 7520 rate for December 2018 is 3.6%. This is the same as November. A chart showing historical rates since 2008 is here. Some estate…