Lindsay A. Jones
Lindsay concentrates her practice in the areas of estate planning and post-death administration, as well as asset protection planning and charitable planned giving. She counsels clients with respect to a wide range of issues relating to wills and trusts, estate planning, estate and trust administration, charitable giving, asset protection, business succession, business formation, organization and advising and taxes.
Lindsay is a member of WealthCounsel, LLC, a national provider of estate planning education and document drafting systems. She is a board member, former Membership Chair and current President of the Planned Giving Council of Greater Memphis, the local chapter of the Partnership for Philanthropic Planning, which provides education and networking opportunities to professionals, advisors and non-profit organizations. She is also an associate member of ePlanners Educational Alliance, a non-profit educational organization founded by prominent estate, trust, tax and business attorneys from around the United States.
Lindsay has presented nationally to professional audiences for the Teton Institute, as well as locally for professional audiences in The Complete Trust Course, various National Business Institute seminars related to trusts and estates and the Planned Giving Council of Greater Memphis. Lindsay also frequently conducts seminars on asset protection planning, retirement planning, estate planning, Medicaid eligibility, and estate and trust administration.
PRACTICE AREAS
- Estate Planning
- Powers of Attorney for Financial Transactions
- Living Wills
- Powers of Attorney for Health Care Decisions
- Last Will and Testaments
- Revocable Living Trusts
- Tennessee Community Property Trusts
- Tennessee Tenants by the Entireties Trusts
- Generation Skipping Transfer Tax Planning
- Irrevocable Life Insurance Trusts
- Irrevocable Gift Trusts
- Retirement Benefits Planning
- Special Needs Trust
- Incentive Trusts
- Educational Trusts
- Asset Protection Planning
- Limited Liability Companies
- Family Limited Partnership
- Domestic Asset Protection Trusts, including Tennessee Investment Services Trusts and Mississippi Qualified Disposition Trusts
- Off-Shore Asset Protection Trusts
- Charitable Planning
- Estate Administration
PROFESSIONAL & COMMUNITY ACTIVITIES
- Member, WealthCounsel, LLC
- Associate Member, e.Planners Educational Alliance
- Member, Tennessee Bar Association
- Member, Memphis Bar Association, Wills/Probate Section
- Member, Mississippi Bar Association, Estates and Trusts Section
- Member, current Board Member and President, Planned Giving Counsel of Greater Memphis
EDUCATION
- University of Memphis School of Law and Fogelman College of Business, J.D.M.B.A., cum laude
- Dean’s Distinguished Service Award
- Dean’s Award for Best Appellate Brief
- Herbert Herff Trustees Full Tuition Scholarship
- University of Memphis, Bachelor of Business Administration, summa cum laude
- Phi Kappa Phi
- University of Memphis Pom Pon Squad
- Cecil C. Humphreys Full Scholarship, National Merit Scholarship
WORK EXPERIENCE
- Attorney, Patterson Bray
ADMISSIONS
- Tennessee
- Mississippi
REPRESENTATIVE MATTERS
- Structure of estate plans for estates in excess of $100 million with minimum tax liability
- Establishment and successful administration of $5 million private family foundation
- Settlement of various family disputes related to administration and distribution of estate and trust assets
- Successful sale of $3 million business for business owner and structure of estate plan prior to and following sale
Patterson Bray
20+ Years of Experience
24/7 Call Answering
Nashville & Memphis Offices
Reach out to Patterson Bray and an attorney will follow up with you soon.
Posted on Google Ashton HTrustindex verifies that the original source of the review is Google. We’ve had an outstanding experience with this firm across multiple needs, including trust document creation and forming an LLC. From start to finish, they were professional and proactive. They made sure we understood every step of the process and checked in to confirm our preferences, as well as offering thoughtful alternatives whenever something didn’t feel like a good fit. That level of communication and attention to detail is rare. Every interaction built confidence that we were in the right hands. They not only handled the legal work effectively, but also made the entire process feel manageable and well-guided. We cannot recommend them highly enough and will absolutely continue using them in the future.Posted on Google Judy sTrustindex verifies that the original source of the review is Google. Attorney Judith Denham and her legal assistant, Gaby Wright, made a great team in creating a trust for me. Judith explained everything in a clear, cohesive way and set up a trust in a timely manner. She gave me a binder for my trust with all the legal paperwork sectioned off in tabs so I can find things easily. When I had questions, Judith and Gaby were responsive and helpful. I give them my highest recommendation.Posted on Google Nancy JTrustindex verifies that the original source of the review is Google. I am so pleased with my new relationship with Judith Dunham and her fantastic team! They helped me create a Trust and end of life documents that I understand and feel very comfortable with. It’s a relief to have this life task well updated and I’m very grateful to Judith, Gabby and the whole team! If you’re looking for very professional, reliable assistance with these type documents, they are wonderful!Posted on Google Davis WTrustindex verifies that the original source of the review is Google. This website was clear and easy to navigate. It does a good job of explaining services and further supports itself with testimonials.Posted on Google MTrustindex verifies that the original source of the review is Google. I had a few (what I would consider) silly questions to ask the legal team at Patterson Bray PLLC. Having very little knowledge of the situation I needed clarity on, I had no idea what to expect. I was met with nothing but professionalism and warmth from attorney Rachel Meadows. She gave me information I didn’t even remotely consider, and my questions were thoroughly answered without judgement. She could have certainly given me less detailed responses, but I felt that she genuinely cared about my situation, and appreciated her taking me seriously. I’m extremely impressed with the service I received from this law firm and will happily recommend it.Posted on Google Zack CTrustindex verifies that the original source of the review is Google. After bringing up my specific legal issue, I was quickly and throughly informed on how to get started with hiring an attorney as well as informed on whether or not I have a claim to begin with. They answered all of my questions professionally to a point that I feel extremely satisfied with using their services.Posted on Google Dennis nTrustindex verifies that the original source of the review is Google. Very clearly explained their pricing structure. Rachel was wonderful to speak with.Posted on Google Marilyn ATrustindex verifies that the original source of the review is Google. Carlisle Dale was very helpful with Estate Planning; outlined strategy, estimates and followed-up promptly with well organized deliverables. Thank you!
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