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:

In a recent case, the Tennessee Court of Appeals found that a settlor failed in her do-it-yourself approach to estate planning.
Technically, it is possible, but there would be some significant strings attached.
The IRS recently announced inflation adjustments to various estate and gift tax items for 2018.
The IRS recently announced the 2018 contribution limits for retirement plans.
The 7520 rate for November 2017 will be 2.4%. A table showing historical 7520 rates since 2008 is here. Source: Rev. Rul. 2017-21 (pdf) Posted by Joel D.…
Specifically, whether Tennessee’s probate claim statute requires a creditor to provide the executor with proof of a claim before the executor must mail the creditor a…