Marshall H. Peterson

Marshall is a Fellow of the American College of Trust and Estate Counsel (ACTEC).

He is a member of the Knoxville, 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 is a member of the Uniform Trust Code Study Committee which promulgated Tennessee’s 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 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 Board of Directors of Legal Aid of East Tennessee, which provides pro bono legal services to clients in poverty.

Writing

Publications include:

  • “Tennessee Uniform Trust Code: New Formulation For A Trusty Tool,” 41 Tennessee Bar Journal 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).

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