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Attorneys Holbrook, Peterson & Smith, an AV-rated law firm, is proud of the comprehensive abilities and resources we offer our clients. Our attorneys have a wide array of experience and training, and we are supported by state-of-the-art technology and skilled legal assistants. Holbrook, Peterson & Smith encourages active participation in the community. Our lawyers are active in the Knoxville Bar Association, the Knoxville Estate Planning Council, and various charitable and civic activities. We regularly speak at continuing education programs across the country. We also serve as board members or representatives of charitable organizations. Some of us write for legal periodicals and teach at local law schools. Dan Holbrook is certified as an Estate Planning Specialist by the Tennessee on Legal Education and Specialization, and he is the only attorney associated with this firm certified as a specialist in any area of practice. Certification of specialization is available to Tennessee lawyers in all areas of practice relating to or included in the areas of Civil Trial, Criminal Trial, Business Bankruptcy, Consumer Bankruptcy, Creditor's Rights, Medical Malpractice, Legal Malpractice, Accounting Malpractice, Elder Law, Estate Planning, and Family Law. Certification as a Real Estate Law Specialist or Tax Law Specialist is not currently available in Tennessee. The listing of related or included practice areas on this website does not constitute or imply a representation of certification of specialization. |
Founding member of Holbrook & Peterson, PLLC.
Admitted to bar: Tennessee, Florida, U.S. Tax Court (1978), and U.S. Supreme Court (1997).
Education: Rollins College (B.A., 1969; MBA, 1970); Willamette University (J.D., 1977); University of Miami (LL.M. in Estate Planning, 1978).
Fellow and Tennessee State Chair of the American College of Trust and Estate Counsel (ACTEC). Certified Estate Planning Specialist by the Tennessee Commission on Continuing Legal Education and Specialization. Listed in The Best Lawyers in America since 1989, for Trusts and Estates, and more recently for Nonprofit law. Listed in Business Tennessee as one of 101 Best Lawyers in Tennessee, Jan. 2004, and 150 Best Lawyers, Jan. 2006 and Jan. 2007. Author of regular column on estate planning in Tennessee Bar Journal since 2000. Adjunct professor, University of Tennessee College of Law, 1998. Fellow, Knoxville Bar Foundation. Past president, Knoxville Estate Planning Council. Recipient of Knoxville Bar Association annual Pro Bono award, 1991. Member, Knoxville (past president, Tax Section), Tennessee, and Florida Bar Associations. Christian Legal Society. ACTEC Charitable Planning and Exempt Organizations Committee. Tennessee Probate Study Group since 1986, a joint ACTEC and Tennessee Bar Committee responsible for reviewing and drafting state laws regarding estates, trusts, property, and inheritance, including related tax laws. Author: "Top 10 Rules for Estate Planning in Tennessee After Tax Reform," Tennessee Bar Journal (August 2001) [winner of Tennessee Bar Association annual Justice Henry award for Outstanding Legal Writing 2001]; "Estate Planning After Incompetence: Tennessee's Creative Solution," Tennessee Bar Journal (June 1999); "The Dying Art of Will-Writing," Dicta: The Knoxville Bar Association News (November 1996); "A Practitioner's Guide to Perpetuities Reform in Tennessee," Tennessee Bar Journal (November 1994); "Two-Year Overlapping GRATS Can Maximize the Benefits of Split Interest Transfers," Journal of Taxation (March 1993); "Layered Zeroed-Out GRATS, " ACTEC Notes (Winter 1992). Leadership Knoxville Class of 2002. Board of Directors, National Embryo Donation Center, Knoxville Bar Foundation (Treasurer), ACTEC Foundation. Member of the board of the Four Market Square Foundation. Appointed as a Kentucky Colonel in 2007.
Dan is an occasional lecturer to both professionals and lay groups on estate planning topics.
Founding member of Holbrook & Peterson, PLLC.
Admitted to bar: Tennessee (1987), U.S. Supreme Court (1997) and U.S. Tax Court (1999).
Education: University of Tennessee at Knoxville (B.S., 1973; J.D., 1987). Chartered Life Underwriter, 1980; Chartered Financial Consultant, 1983. Fellow, American College of Trust & Estate Counsel; Listed in The Best Lawyers in America. Rule 31 Listed General Civil Mediator. Master of the Bench, Hamilton Burnett American Inn of Court. Member: Knoxville, Tennessee, and American Bar Associations, (Member of ABA Real Property, Probate and Trust Law Section). Knoxville Estate Planning Council (Past President). Author: “ 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). Uniform Trust Code Study Committee for Tennessee Bar Association. Fellow, Knoxville Bar Foundation. Board Member, Tennessee Parks & Greenways Foundation. Board of Directors, Legal Aid of East Tennessee.
Speaker to professional groups on estate planning topics such as “Conservation Easements,” “Distributions from Retirement Plans,” and “GST Elections on Gift Tax Returns.”
Admitted to bar: Tennessee (1998).
Education: Virginia Polytechnic Institute and State University (B.A., magna cum laude, Phi Beta Kappa, Phi Kappa Phi, 1990); Lipscomb University (M.A. in Religion., 1994); University of Tennessee at Knoxville (J.D., summa cum laude, 1998).
Order of the Coif. First Place, American College of Tax Counsel 1998 National Student Writing Competition, for paper titled "Taxing Appreciation: An Additional Proposal to Make Credit Shelter Trusts Obsolete." Member: Knoxville and Tennessee Bar Associations; Knoxville Estate Planning Council; Smoky Mountain Planned Giving Council. U.S. Army active duty, 1984-1986.
Ed speaks to professional and lay groups on estate planning and related topics, and volunteers his time to counsel and speak on behalf of various local charities.
Joseph Clarke Jr.
Biographical information coming soon
Samuel F. Fowler Jr.
Admitted to bar: Tennessee (1953), U.S. District Court (1953), U.S. Court of Appeals (1958), U.S. Supreme Court (1973).
Education: University of Tennessee (B.S., 1950) University of Virginia (J.D., 1953).
Member: Knoxville Bar Association (President 1980), Tennessee Bar Association (Board member 1962-1964, and 1985-1987), American Bar Association (Economics of Law Practice Section Council 1976-1982), Knoxville Estate Planning Council (A founder and second President, 1967-1968), Tennessee Bar Foundation (Charter fellow 1981), Former memberships: American College of Trust and Estate Counsel, American Counsel Association and American Judicature Society. Qualified as Federal Mediator in September 1994 and Rule 31 Listed General Civil Mediator. U.S. Army Reserve 19501959. Co-editor of Tennessee supplement to "Drafting Wills and Trust Agreements -A System Approach by Robert P. Wilkins (1980; Author of articles on the economics of law practice in Legal Economics and Law Office Economics and Management (19761982) and Lecturer on legal economics at the 7th and 8th National Conference on Legal Economics of the American Bar Association and Co-Chairman and Program at the 9th National Conference. Authored a series of articles in "Dicta," a monthly publication of the Knoxville Bar Association, introducing lawyers to mediation. Listed in "Who is Who in American Law" and "Best Lawyers in America." .Served as board member of a number of not-for-profit corporations, including the United Way and the Chamber of Commerce. Currently serves on the Board of the East Tennessee Foundation, the Community Mediation Center, and the Session of Sequoyah Hills Presbyterian Church.
