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Overview

Ethan protects client legacies for future generations.

With a background in accounting, Ethan always knew he wanted to work with tax matters—but in a way that went beyond just the numbers. He pursued a career in tax law for a better understanding of tax matters, and he chose to focus his practice on private wealth so that he could work directly with individuals.

Ethan develops tax-advantaged generational wealth transfer and business succession plans and drafts estate planning documents and instruments. He also assists trustees and family offices with trust and business administration, and he aims to provide truly personalized service.

Many of the clients Ethan works with own family companies, and their central estate planning concern is to ensure that their business can be successfully passed to the next generation. Ethan finds great satisfaction in helping preserve these businesses as family legacies, avoiding the risk that tax concerns will force heirs to sell. He also aims to develop an in-depth knowledge of each company and how it operates, and clients trust him to understand not only the law, but also their unique business needs.


Industry

Service

Education

  • LL.M., University of Florida Fredric G. Levin College of Law
    • Taxation
  • J.D., Belmont University - College of Law
  • B.B.A., Belmont University
    • magna cum laude

Admissions

  • Tennessee

Professional Memberships and Certifications

  • American Bar Association
  • Tennessee Bar Association
  • Nashville Bar Association
  • Estate Planning Council of Middle Tennessee


*Ethan works remotely in Brentwood, Tennessee. Contact Ethan via email or phone for in-person/virtual meetings. Use our Chattanooga office address for mail/deliveries.
Experience
  • Develop and implement tax-advantaged generational wealth transfer and business succession plans for ultra-high-net-worth clients utilizing advanced estate planning techniques such as family LLCs, charitable entities, installment sales and self-cancelling installment notes, private annuities, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and qualified personal residence trusts.
  • Draft instruments necessary to effectuate estate planning techniques, including wills, trust agreements, articles of organization, limited liability company operating agreements, advance directives, powers of attorney, purchase and sale agreements, installment and demand notes, assignments and transfer documents, redemptions, trust asset substitutions, decanting documents, and premarital agreements.
  • Aid trustees and family offices with trust and business administration.
Outside the Office

When he’s not in the office, you can often find Ethan on the tennis court. He also enjoys taking in live theatre and serves on the board of a local theatre company.

Community Leadership

Ethan is a graduate of the Young Leaders Council, which trains young professionals to sit on nonprofit boards. He currently serves on the Board of Directors for Studio Tenn Theatre Company and hopes to work with additional organizations in the future. He also draws on the training he received from YLC in his frequent work with nonprofit organizations and philanthropy during the estate planning process.

Ethan is also a proud Eagle Scout.

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