Locations
11 offices serving clients nationwide.Nashville
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Atlanta
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Austin
500 W 2nd St 1900 12, Austin, TX 78701, USA
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Chattanooga
633 Chestnut St, Chattanooga, TN 37450, USA
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Dallas
Hall Street at the Centrum, 3625 Hall Street, Suite 690, Dallas, TX 75219
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Knoxville
334 Ebenezer Rd, Knoxville, TN 37923, USA
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Memphis
1000 Ridgeway Loop Rd #105, Memphis, TN 38120, USA
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Philadelphia
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St. Louis, MO
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Tampa - St. Petersburg
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Richmond
6802 Paragon Place, Suite 410, Richmond, VA 23230
Tennessee
Nashville
40 Burton Hills Blvd
Suite 300, Burton Hills IV
Nashville, TN 37215
P: 615.783.2540
F: 615.783.2559
Chattanooga
633 Chestnut Street
Republic Centre
Suite 1540
Chattanooga, TN 37450
P: 423.664.9747
F: 423.634.0887
Florida
Georgia
Missouri
Pennsylvania
Texas
Dallas
Hall Street at the Centrum
3625 Hall Street, Suite 690
Dallas, TX 75219
P: 214.377.3776
F: 214.377.3774
Virginia
Resources and Insights
All About First-Party Special Needs Trusts
For families supporting a loved one with special needs, receiving a financial settlement can feel like both a
Case Study: Turning Uncertainty Into Security with Long-Term Special Needs Trust Administration
Receiving a financial settlement or lump-sum payment can be life-changing for an individual with special needs. While it
Case Study: Helping Clients Maintain and Pass Down Non-Conforming Assets
As a client’s family expanded with the blessing of grandchildren, details surrounding the gifting of family ranch land