8001 Centerview Parkway, Suite 103
Memphis, TN 38018
PHONE: 901.372.5003
FAX: 901.383.6599
Email
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, charitable giving, 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 e.Planners 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