Special Purpose Entities: A New FrontierSpecial Purpose Entities: A New Frontier

Aaron offers advice to clients on how to protect and retain wealth through strategic planning related to income, estate, gift, and generation-skipping transfer taxes. Tax-exempt and non-profit organizations also rely on Aaron for day-to-day guidance in relation to taxation and governance matters.

Aaron also assists trust officers and other fiduciaries in the administration of trusts and decedents' estates, and works with ultra high-net-worth families with regards to all facets of private

family trust companies in Tennessee, including the migration of trusts and other admiration issues.

Richard organizes and advises private family trust companies in Nashville, Tennessee. He formed the first private family trust company under Tennessee law and has been responsible for forming more than half of Tennessee's private family trust companies. He helped draft new legislation updating Tennessee's private trust company law, which greatly expanded the definition of a private family trust company to make Tennessee's statutes more attractive than those in other states. The updated law now provides the family with the option to allow the family's business to own the private trust company as a wholly owned subsidiary.

Richard works with wealthy individuals, families, and their family offices to structure their assets and ownership interests to keep wealth in the family and to foster the use of that wealth to perpetuate the family's values and purposes.