Hi! I'm Peter, but most people know me as the guy who has the idea to solve a problem. I'm an estate planner and special needs/elder law attorney by trade, but I like to think of myself more as a trail guide.
My practice brings together elder law and special needs practices with high net-worth estate planning. Are you worried about paying for expensive long-term care or have a family member with special needs that could lose benefits if he or she inherits? I have tools for those public benefits (such as SSI and TennCare/Medicaid) to address those problems. Worried about estate or gift taxes? There are tons of things we can do to help you there. How about mental incapacity? I've helped families prepare for that too. I’ve been down this trail before, and with a guide, we can do it together.
B.A., Economics — University of the South, Sewanee, TN
I was born and raised in the suburbs outside of Atlanta, GA, where I earned my Eagle Scout rank and learned my love of nature. I graduated from the University of the South, where I met my lovely wife, Kate. After law school, we followed the job market to Connecticut, where I began my practice. After several years living in the snowy northern end of the Appalachian Mountains, we decided to return to the South with our baby boy, Simon. Now we live on Signal Mountain, just outside of Chattanooga at the confluence of Tennessee, Georgia, and Alabama.
I enjoy life and nature in the Appalachian Mountains; local sporting events like the Lookouts, Chattanooga Football Club, and SEC football; and skeet shooting or sporting clays.
The name “Trailhead Estate Planning” comes from the way I describe my practice.
For too many families, estate planning is experienced in a time of crisis. A family member puts off estate planning until disaster strikes, leaving their loved ones to have to scramble to put together a plan. Everyone feels lost and completely overwhelmed trying to make huge decisions under pressure, with predictably unpredictable and usually undesired results. The best way to describe it is that the family is lost in the woods at night with the wolves in the distance, hoping for the best.
I've been brought in to save many a family in this kind of situation, crashing through the brush (fedora and bullwhip optional) with a floodlight, air horn, and GPS to get the family as close as possible to back on track. It's great to be the bearer of hope in a crisis, but I would've preferred to meet you at the trailhead to guide you through the sights and around those briar patches. That’s why I created Trailhead Estate Planning.