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:

The new law applies to gyms, fitness centers, fitness studios, high intensity interval training, cross training, ballet barre, pilates, yoga, spin classes, and aerobics classes.…
The Tennessee Code has a statute for that. Tennessee Code Section 35-15-110 contains a laundry list of powers that an executor possesses by default unless…
The 7520 Rate Continues to Drop. The 7520 rate for May 2019 is 2.8%. The 7520 rate has consistently declined since November 2018, when it…
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…