Our Approach to Estate Planning

Why choose Trailhead Estate Planning, PLLC? Our team understands the importance of guiding families through the complexities of estate planning. With our personalized approach, we strive to make the process as smooth and comfortable as possible. Count on us to be your trusted partner in securing your family's future.
We believe in proactive solutions tailored to your unique needs. You'll feel confident and empowered throughout the estate planning journey, clearly understanding your options and outcomes. Let us help you navigate this important aspect of your financial security preparing your estate plan with care and expertise.

Peter Harrison | Founder

Peter is widely known for his innovative approach to problem-solving. As the founder of Trailhead Estate Planning, PLLC, he combines his expertise as an estate planner and special needs/elder law attorney to guide clients through the complex estate planning process.

Born and raised in metro Atlanta, Peter's early interests included music, faith, and the outdoors. He was actively involved in the marching band, served as an acolyte in the Episcopal church, and participated in scouting, earning his Eagle Scout rank and other honors. These experiences shaped his values and passion for helping others.

Peter's educational journey took him to the University of the South, where he earned a Bachelor of Arts in Economics and met his beloved wife, Kate. He then pursued his law degree at Mercer University, followed by a Master’s of Law (the LL.M.) from Georgetown University, focusing on estate and gift tax. This comprehensive education equipped him to navigate the intricate legal landscape of estate planning.

With a wealth of knowledge and experience, Peter began his practice in Connecticut, where he honed his skills in estate taxation and Medicaid Planning. He later returned to his native South, where he continues to serve clients with compassion, expertise, and a personal touch. At Trailhead Estate Planning, PLLC, Peter's mission is to empower individuals and families to achieve their goals and secure their legacy.

Expert Estate Planning Services

• Tennessee
• Georgia
• Alabama
• Connecticut (retired)

Education

• LL.M., (Master's of Law) Taxation — Georgetown University, Washington, D.C., with a certificate in estate taxation
• J.D. (Law Degree) — Mercer Law School, Macon, GA, with a certificate in advanced legal research and writing
• B.A., Economics — University of the South, Sewanee, TN

Professional Associations

• Tennessee Bar Association — Elder Law Section, Director, Past Chair
• Estate Planning Council of Chattanooga — Board Member, Past President, Past Vice President
• Chattanooga - Happy Hour Chapter BNI — President, Past Membership Committee Member, Past President, Past Vice President, Past Secretary-Treasurer, Past Mentor Coordinator, Past Education Coordinator, Past Ambassador for BNI Southeast Tennessee 
• YPAC Chattanooga, Protégé 2018-2019

Personal Associations

• Boy Scouts of America
• Eagle Scout
• Vigil Honor, Order of the Arrow
• Pack Treasurer, Past Cub Scout Den Leader
• Past District Chairman
• Episcopal Church — Past Vestry, Past Lay Reader, Past Choir Member (Bass)