Implementing Sound Wealth Preservation Strategies
Are you fully prepared for the unexpected death or disability of yourself or someone you love?
What legacy will you leave your family and future generations?
I am attorney David A. Montgomery, in Knoxville. As a lawyer educated at Yale Law School, I learned the importance of the smallest accuracy when drafting Wills, setting up trusts, and preparing other wealth transfer documents. By obtaining an advanced degree in tax law from Emory Law School, I was trained in the intricacies of federal income, estate, gift, and generation-skipping transfer tax laws.
During my over 10 years of work as a lawyer, I have devoted a majority of my practice to assisting families and individuals with their estate planning needs, which has included people with moderate to medium-sized estates to the wealthy. I have also helped many people work through the intricacies of the probate process.
As an estate planning attorney, I have sharpened my skills and trained others through making numerous presentations to other lawyers, accountants, financial planners, other professionals on estate planning, disability planning, charitable giving, family limited partnerships, life insurance trusts, business succession planning, special needs planning, and other related topics.
I have also published a number of articles on topics related to estate planning in professional journals (e.g., Estates, Gifts and Trusts Journal, Financial Planning Journal, The Monthly Digest of Tax Articles, and Elder Law Advisory) and in trade publications (e.g., NAPFA News, Drug Topics, and Calendar Call).
I now work with families and individuals across East Tennessee in identifying their estate planning goals and in designing the best plan to achieve those goals. Those goals usually include providing for loved ones while minimizing estate and income taxes at death. I also design plans to provide for physical or mental disability prior to death.
The estate and disability planning strategies which I can discuss with you include:
- Wills (simple and complex)
- Revocable living trusts
- Special needs trusts
- Life insurance trusts
- Creditor protection trusts
- Spousal protection trusts
- Charitable remainder and charitable lead trusts
- Financial powers of attorney
- Health care powers of attorney
Serving Families Throughout East Tennessee
Call 865-643-8452 or use the convenient email contact form to schedule a consultation to discuss your current family and financial circumstances and the best plan to preserve your assets for your spouse, your children and your future generations.