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About Joe M Goodman

Joe M Goodman is a lawyer practicing probate & trust law, trust, estate planning & probate and 3 other areas of law. Joe received a B.S. degree from University of Tennessee in 1972, and has been licensed for 51 years. Joe practices in Nashville, TN.

Awards

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Services

Areas of Law

  • Trusts and Estates 3
    • Probate & Trust Law
    • Trust
    • Estate Planning & Probate
  • Taxation 1
    • Taxation - Personal
  • Contracts 1
    • Contracts / Agreements
  • Other 1
    • Communications / Media

Practice Details

  • Firm Information
    Position
    Member

Experience

  • Bar Admission & Memberships
    Admissions
    1975, Tennessee
    2008, Alabama
    1997, Kentucky
    Bar Fellowship
    Status from the Family Firm Institute and is listed in Best Lawyers® - Tax Law, Trusts and Estates. Joe has been selected among the "Nation's Top 100 Attorneys" by Worth Magazine for four consecutive years.

    His other significant contributions include:

    · Expanding the firm's high net worth estate planning and family business practice.

    · Being nationally known in this area of law and family business circles.

    · Challenging the profession of law to think outside of the box with regard to family advising.

    · Co-authoring Business Succession Planning and Beyond: A Multidisciplinary Approach to Representing the Family-Owned Business published by the American Bar Association.

    · Authoring Rich Widows Live Forever, an entertaining and informative book dealing with wealth, old age and families.

    Joe frequently lectures and has spoken to the American Institute of Certified Public Accountants, the American Bar Association, Tennessee Bar Association, North Carolina Bar Association, Tennessee Federal Tax Institute, Alabama Federal Tax Institute, Million Dollar Round Table annual meeting, numerous estate planning councils as well as various national trade associations, annual conventions and civic, professional, charitable and college-sponsored programs.

    Joe is a past chair of the Tax, Probate & Trust Law Section of the Tennessee Bar Association. He also is a member of the American College of Trust and Estate Council, American Institute of Certified Public Accountants, Family Firm Institute Program Chair - 2005, Attorneys for Family-Held Enterprises and Family Business Magazine Editorial Board. He has authored numerous articles in his field.

    Publications

    · Diversify Your Holdings to Protect Your Wealth; The Family Business Policies and Procedures Handbook; published by Family Business Publishing Company; Philadelphia, Pennsylvania, 2006

    · Creating an Organization Chart for Your Business; The Family Business Policies and Procedures Handbook; published by Family Business Publishing Company; Philadelphia, Pennsylvania, 2006

    · Succession: The inevitable often is the last consideration; Nashville Business Journal, June 2-8, 2006

    · Rich Widows Live Forever, Legacy Publications, 2004

    · Prenuptial Agreements are Alive and Well in Tennessee, Nashville Business Journal, July 2002

    · Legal Guide for Small Business, co-author; American Bar Association; Three Rivers Press, New York, 2000

    · So Many Books, So Little Time.. . Family Business, Summer, 2000 Old Soldiers Should Let Go in Time, Family Business, Autumn, 1999 Case Study: Being Fair to the Family, Nation's Business, June, 1999

    · Estate Planning for Family Business Owners, Southeastern Family Business Institute, Brentwood, Tennessee, 1999

    · The Family Business Counselor: Defining the New Professional, Family Business Review, December, 1998 feature article; Vol. XI, No. 4

    · Screwy Snapshots of How Companies Work, Family Business, Autumn, 1998

    · Business Succession Planning and Beyond: A Multi-Disciplinary Approach to Representing the Family-Owned Business, co-authored with Dirk R. Dreux, IV, published by American Bar Association, Chicago, Illinois, 1997

    · Practice Checklist Manual on Advising Business Clients, co-authors, American Law Institute and American Bar Association, Philadelphia, Pennsylvania, 1997

    · Family Business Buy-Sell Agreements, The Practical Lawyer, September, 1996; Vol. 42, No. 6

    · Panel Discussion on Family Business Attorneys, Family Business, Summer, 1995

    · Beyond Traditional Boundaries, Tennessee CPA feature article, January, 1995

    · Monograph: Family Business Successorship and Continuity, Family Business Resources Publishing, Inc., Needham, Massachusetts, 1995

    · A Life and Death Choice on Life Insurance, Family Business, Summer, 1994

    · Keeping What You Earn While Giving It Away, Family Business, Spring, 1994

    Professional Memberships / Affiliations

    American Bar Association

    American College of Trust and Estate Council

    American Institute of Certified Public Accountants

    Family Business Magazine, Editorial Board

    Tennessee Society of Certified Public Accountants

    The Family Firm Institute

    Other Distinctions

    AV® Peer Review Rated by Martindale-Hubbell

    Nation's Top 100 Attorneys - Worth Magazine 2005, 2006, 2007

    Nation's Top 100 Most Exclusive Wealth Advisors - Worth Magazine

    Best Lawyers® - Tax Law, Trusts and Estates

    101 Top Lawyers - Nashville Post

    Mid-South Super Lawyers® - Tax

    Articles / Publications

    Multiple Marriage Planning - Family Business, March/April 2012, 3/14/2012

    "Clear, Fair Compensation Policy Vital in Family Business" - Nashville Business Journal, 1/30/2004

    Seminars

    "Planning for the Next Generation of Nashville CEOs" - Compass Executives Forum, 11/29/2011

    "Multiple Marriage Planning: His, Hers, Ours and Somebody Else's" - Birmingham Estate Planning Council Meeting, 9/1/2011

    Estate Planning for Family Business Owners: A Successful Approach to Solving Conflicts and Issues, 10/7/2010

  • Education & Certifications
    Law School
    New York University
    Class of 1978
    LL.M.
    Taxation

    University of Tennessee School of Law
    Class of 1974
    J.D.
    Other Education
    University of Tennessee
    Class of 1972
    B.S.

Joe M Goodman

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209 10th Ave S Ste 432Nashville, TN 37203-0782U.S.A.

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