Marshall H. Peterson

Marshall H. Peterson: Attorney with Holbrook Peterson Smith PLLC

Biography

Marshall is a

of the American College of Trust and Estate Counsel (ACTEC), and serves on the Practice Committee.

He is a member of the Knoxville (co-chair of Unauthorized Practice of Law Committee), Tennessee, and American Bar Associations, and the Knoxville Estate Planning Council. Marshall is also a member of the American Bar Association's Section of Real Property, Trust, and Estate Law and is a past president of the Knoxville Estate Planning Council.

Marshall was a member of the Uniform Trust Code Study Committee which promulgated Tennessee's 2004 revision to the statutory law of trusts, a Fellow of the Knoxville Bar Foundation, an honorary organization which makes grants to organizations providing social services to those in need, a former Board Member of Tennessee Parks & Greenways Foundation, a not-for-profit organization seeking to preserve and expand Tennesse's natural treasures, and a member of the Executive Committee and Board of Directors of Legal Aid of East Tennessee, which provides pro bono legal services to clients in poverty. Fellow: Fellow of the American College of Trust and Estate Counsel (ACTEC), and serves on the Practice Committee.

He is a member of the Knoxville (co-chair of Unauthorized Practice of Law Committee), Tennessee, and American Bar Associations, and the Knoxville Estate Planning Council. Marshall is also a member of the American Bar Association's Section of Real Property, Trust, and Estate Law and is a past president of the Knoxville Estate Planning Council.

Marshall was a member of the Uniform Trust Code Study Committee which promulgated Tennessee's 2004 revision to the statutory law of trusts, a Fellow of the Knoxville Bar Foundation, an honorary organization which makes grants to organizations providing social services to those in need, a former Board Member of Tennessee Parks & Greenways Foundation, a not-for-profit organization seeking to preserve and expand Tennessee's natural treasures, and a member of the

Executive Committee and Board of Directors of Legal Aid of East Tennessee, which provides pro bono legal services to clients in poverty.

Writing

Publications include:

• Griswold, et al., "Big Changes to Tennessee Uniform Trust Code: 10 Things You Should Know", 49 TENN. BAR J. 20 (December 2013).

• "Tennessee Uniform Trust Code: New Formulation For A Trusty Tool," 41 TENN. BAR J. 24 (January 2005).

• "Planning Distributions from Qualified Plans," Tax, Probate & Trust(Tennessee Bar Assoc., March 1994).

Speaking

Marshall speaks to professional groups on estate planning topics such as "Conservation Easements," "Distributions from Retirement Plans," and "GST Elections on Gift Tax Returns."

Reported Cases

• Burke v. Langdon, 190 S.W.3d 660 (Tenn. Ct. App. 2005).

• Nuclear Fuel Services, Inc. v. Huddleston, 920 S.W.2d 659 (Tenn. Ct. App. 1995).

• Simmons v. Russell, 1989 Tenn. App. LEXIS 443 (June 13, 1989).

Distinctions

fellow, American College of Trust and Estate Counsel (ACTEC)

Listed in Best Lawyers in America® since 2001 for Trusts and Estates

Master of the Bench, Hamilton Burnett American Inn of Court

Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations (1980 and 1983)

Areas of Practice (9)

  • Real Property
  • Trust
  • Estate Law
  • Alternative Dispute Resolution
  • Natural Resources Law
  • Probate & Trust Law
  • Environmental Law
  • Taxation - Personal
  • Estate Planning & Probate

Education & Credentials

Contact Information:
865-888-6028  Phone
865.523.2770  Fax
www.hpestatelaw.com/attorneys-and-staff/marshall-h-peterson
University Attended:
University of Tennessee at Knoxville, B.S., 1973
Law School Attended:
University of Tennessee College of Law, J.D., 1987
Year of First admission:
1987
Admission:
1987, Tennessee; 1997, U.S. Supreme Court; 1999, U.S. Tax Court
Birth Information:
Minot, North Dakota, August 8, 1951
ISLN:
904469019
Payment Information:
  • Accepts Visa, MasterCard and Discover
  • Peer Reviews

    • 4.9/5.0 (2)
    • A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.
    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      4.9/5.0
    • Judgment

      4.8/5.0
    • Communication

      4.7/5.0
    • Legal Experience

      5.0/5.0
    • Marshall H. Peterson

      4.6/5.0 by a Sole Practitioner on 05/21/12 in Estate Planning on 05/21/12

      • Legal Knowledge

        5.0/5.0
      • Analytical Capability

        5.0/5.0
      • Judgment

        4.0/5.0
      • Communication

        4.0/5.0
      • Legal Experience

        5.0/5.0
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    • Marshall H. Peterson

      4.2/5.0 by a Associate on 05/07/12 in Estate Planning on 05/07/12

      • Legal Knowledge

        5.0/5.0
      • Analytical Capability

        4.0/5.0
      • Judgment

        4.0/5.0
      • Communication

        3.0/5.0
      • Legal Experience

        5.0/5.0
      Read less

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