Tennessee
Nashville, TN
40 Burton Hills Blvd #300, Nashville, TN 37215, USA
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Chattanooga, TN
633 Chestnut St, Chattanooga, TN 37450, USA
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Knoxville, TN
334 Ebenezer Rd, Knoxville, TN 37923, USA
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Memphis, TN
1000 Ridgeway Loop Rd #105, Memphis, TN 38120, USA
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Chattanooga
Main Office
633 Chestnut Street
Republic Centre, Suite 1540
Chattanooga, TN 37450
P: 423.664.9747
F: 423.634.0887

Jean Jackson
Assistant Vice President & Business Development Officer

Ashley Fischer
Engagement Officer
Knoxville

Heather Savage
CTFA, Senior Vice President & Business Development Officer

Carla Hale
Assistant Vice President & Senior Engagement Officer
Memphis

Rebecca Halvorson
Senior Vice President & Managing Director, Business Development

Martha Claybrook
Senior Engagement Officer
Nashville
Main Office
40 Burton Hills Boulevard
Suite 300, Burton Hills IV
Nashville, TN 37215
P: 615.783.2540
F: 615.783.2559

Douglas Kirkpatrick
Vice President & Senior Development Officer

Jodi Monroe
Engagement Officer
Resources and Insights
- New Legislation Maintains Tennessee’s Status as a Leading Trust-Friendly State - Tennessee continues to distinguish itself as a desirable state for trusts, and new legislation maintains this advantage. READ MORE
- What are Tennessee Community Property Trusts? - The Tennessee Community Property Act of 2010 can benefit families nationwide. Tennessee is one of only three states that allow community property trusts. READ MORE
- Tennessee Trust Advantage: Decanting - Decanting is a process whereby assets from an irrevocable trust are moved to a new irrevocable trust with updated provisions. READ MORE