Marshall Harold Peterson is a lawyer practicing real property, trust, estate law and 7 other areas of law. Marshall received a B.S. degree from University of Tennessee at Knoxville in 1973, and has been licensed for 39 years. Marshall practices at Kennerly, Montgomery & Finley, P.C. in Knoxville, TN.
He is a member of the Knoxville (co-chair of Unauthorized Practice of Law Committee), 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 was a member of the Uniform Trust Code Study Committee which promulgated Tennessee's 2004 revision to the 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 former 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 Executive Committee and Board of Directors of Legal Aid of East Tennessee, which provides pro bono legal services to clients in poverty. Fellow: Fellow of the American College of Trust and Estate Counsel (ACTEC), and serves on the Practice Committee.
He is a member of the Knoxville (co-chair of Unauthorized Practice of Law Committee), 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 was a member of the Uniform Trust Code Study Committee which promulgated Tennessee's 2004 revision to the 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 former Board Member of Tennessee Parks & Greenways Foundation, a not-for-profit organization seeking to preserve and expand Tennessee's natural treasures, and a member of the
Executive Committee and Board of Directors of Legal Aid of East Tennessee, which provides pro bono legal services to clients in poverty.
Writing
Publications include:
• Griswold, et al., "Big Changes to Tennessee Uniform Trust Code: 10 Things You Should Know", 49 TENN. BAR J. 20 (December 2013).
• "Tennessee Uniform Trust Code: New Formulation For A Trusty Tool," 41 TENN. BAR J. 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).
Distinctions
fellow, American College of Trust and Estate Counsel (ACTEC)
Listed in Best Lawyers in America® since 2001 for Trusts and Estates
Master of the Bench, Hamilton Burnett American Inn of Court
Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations (1980 and 1983)
Bank of America Building550 West Main Street, Suite 400Knoxville, TN 37902U.S.A.
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