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

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 7520 rate for October 2017 will drop to 2.2%, down from 2.4% in September. A table showing historical 7520 rates since 2008 is here.
Consider the following scenario. A trust instrument provides that the trustee is authorized, but not required, to distribute income and principal for a beneficiary’s health,…
The previous post discusses the inability of a decedent’s creditors to reach the proceeds of life insurance under Tennessee law. But what about the proceeds…
Are life insurance proceeds subject to the claims of the decedent’s creditors under Tennessee law? Consider two scenarios.
Tennessee has a statute for it:
A recent case from the Southern District of Indiana might make you think twice.