Below you will find editions of our Quarterly Review and Outlook, which provide market commentary as well as articles on tax and wealth transfer planning.

2016

Quarterly Review and Outlook – 4Q16 – Why You Should Choose a Fiduciary, W. Keith Keisling, Vice President and Trust Officer 

Quarterly Review and Outlook – 3Q16 – IRS Takes Aim at Valuation Discounts, David C. Simcox, Vice President and Trust Officer

Quarterly Review and Outlook – 2Q16 – Trusts and Divorce, T. Richard Travis, Senior Vice President and Trust Officer 

Quarterly Review and Outlook – 1Q16 – Trust Protectors: Why They Are More Widely Used Than Ever Before, T. Richard Travis, Senior Vice President and Trust Officer

2015

Quarterly Review and Outlook – 4Q15 – 2016 Update: General Assembly, Congress, IRS Vow to Keep ResolutionsM. Wickliffe Ruehling, Vice President and Trust Officer  

Quarterly Review and Outlook – 3Q15 – Trust Me, Baby, Cynthia L. Jones, Senior Vice President and Trust Officer

Quarterly Review and Outlook – 2Q15 – Your Digital Life, M. Wickliffe Ruehling, Vice President and Trust Officer

Quarterly Review and Outlook – 1Q15 – Comic Books, Coins, and Cars: Planning for Tangible Personal Property, M. Wickliffe Ruehling, Vice President and Trust Officer

2014

Quarterly Review and Outlook – 4Q14 – Tennessee Asset Protection Trusts Continue to Gain Traction, National Recognition, M. Wickliffe Ruehling, Vice President and Trust Officer

Quarterly Review and Outlook – 3Q14 – Intra-Family Loans Remain Favorable, But Require Careful Planning, M. Wickliffe Ruehling, Vice President and Trust Officer

Quarterly Review and Outlook – 2Q14 – Vacation Homes May Present Planning Challenges, M. Wickliffe Ruehling, Vice President and Trust Officer

Quarterly Review and Outlook – 1Q14 – Professional Trust and Estate Services Offer Long-Term Returns, M. Wickliffe Ruehling, Vice President and Trust Officer

2013

Quarterly Review and Outlook – 4Q13 – The Tennessee Secret: A Top Jurisdiction for Trusts, M. Wickliffe Ruehling, Vice President and Trust Officer

Quarterly Review and Outlook – 3Q13 – New Health Care Surtax Adds Value to an Effective Charitable Giving Technique, T. Richard Travis, Senior Vice President and Trust Officer

Quarterly Review and Outlook – 2Q13 – Terminology of Trusts, T. Richard Travis, Senior Vice President and Trust Officer 

Quarterly Review and Outlook – 1Q13 – Estate Planning is More Than Just Tax Planning, T. Richard Travis, Senior Vice President and Trust Officer

2012

Quarterly Review and Outlook – 4Q12 – Your Taxes Are Going Up, Likely More Than You Might Expect, W. Keith Keisling, Vice President and Trust Officer 

Quarterly Review and Outlook – 3Q12  – Real Estate Management, W. Keith Keisling, Vice President and Trust Officer

Quarterly Review and Outlook – 2Q12 – New Laws, New Opportunities, New Risks to Your Net Worth and Income, T. Richard Travis, Senior Vice President and Trust Officer

Quarterly Review and Outlook – 1Q12 – Is This the End of the Low Tax Era?, Cynthia L. Jones, Senior Vice President and Trust Officer 

2011

Quarterly Review and Outlook – 4Q11 – Tennessee “Death Taxes” – Let’s Get This Straight, T. Richard Travis, Senior Vice President and Trust Officer

Quarterly Review and Outlook – 3Q11 – Qualified Charitable Distribution, T. Richard Travis, Senior Vice President and Trust Officer 

Quarterly Review and Outlook – 2Q11 – Trusts Are NOT All About Tax Planning, T. Richard Travis, Senior Vice President and Trust Officer 

Quarterly Review and Outlook – 1Q11 – Time to Review Wills; New Federal Estate and Generation-Skipping Tax Exemption May Create Unintended Consequences, T. Richard Travis, Senior Vice President and Trust Officer

2010

Quarterly Review and Outlook – 4Q10 – 2011 and 2012 Taxes, W. Keith Keisling, Vice President and Trust Officer

Quarterly Review and Outlook – 3Q10 – Low Interest Rates; an Estate Planning Opportunity, Cynthia L. Jones, Senior Vice President and Trust Officer