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OLEN M. BAILEY JR. is the founding member of The Bailey Law Firm, where he practices exclusively in the areas of estate planning, probate and elder law. He is a frequent lecturer and presenter on estate planning issues to attorneys, accountants and financial planners; and to individuals in need of estate planning services. Mr. Bailey has previously lectured for National Business Institute on estate planning and elder law matters. He has written articles for, and his advice has appeared in, numerous periodicals; including the American Bar Association's Probate & Property Journal, The Commercial Appeal, the Memphis Business Journal and The Best Times (a senior newspaper). Mr. Bailey is admitted to practice in Mississippi and Tennessee, and is a member of the National Academy of Elder Law Attorneys and the American Bar Association (Real Property, Probate & Trust Section). In 2001, he was included in the Memphis Business Journal's "Top 40 Under 40" for his community service and business development. Mr. Bailey earned his B.A. degree, with high honors, from Millsaps College and his J.D. degree from Vanderbilt University School of Law. He is an alumnus of the Institute for Comparative Political and Economic Systems at Georgetown University, in Washington D.C., and the London School of Economics in London, England. (Memphis location) ROBERT M. BLY is owner and principal of The Bly Law Firm, P.C., which concentrates in the areas of estate, business and asset protection planning at both the domestic and international levels. His practice serves a clientele throughout Tennessee and the Southeast. Mr. Bly is a frequent lecturer for National Business Institute and other groups on estate and asset protection planning matters. He also is a frequent writer on asset protection and estate planning issues and was a contributing author to the book Generations: Planning Your Legacy, published in 1999 by the Esperti Peterson Institute. Mr. Bly has served on the adjunct faculty at Valparaiso University and Indiana University, Kokomo Campus. He earned his B.S. degree from Ball State University and his J.D. degree from The University of Tennessee College of Law. Mr. Bly is a founding member and first chairman of the Mid South Estate Planning Forum and a member of The Offshore Institute. (Knoxville location) PETER T. DIRKSEN is a senior vice president and wealth strategies advisor for U.S. Trust, Bank of America Private Wealth Management. His responsibilities include offering value added solutions to bank customers by coordinating the delivery of tax, estate planning and financial consulting services to high-net-worth individuals and families. Mr. Dirksen works closely with clients and their outside advisors to provide specialized wealth management and fiduciary services. Prior to joining the bank, he was engaged in the practice of law, practicing in the areas of federal and state tax law, estate planning, probate and trust law, tax litigation, and probate litigation. Mr. Dirksen earned his B.B.A. degree from the University of Georgia, his J.D. degree from Mercer University and his LL.M. degree from the University of Florida. He is a member of The Florida Bar; the State Bar of Georgia; and the American, Nashville and Tennessee bar associations. (Nashville location) JERRY N. ESTES is a member of the Jerry N. Estes Law Offices, PLLC, where his main areas of practice are property law; business law; wills, trusts and estates; probate; personal injury; and civil litigation. Several professional magazines have published his writings and he wrote a bi-weekly newspaper column in a daily newspaper for many years. For more than 20 years, Mr. Estes has lectured and taught extensively for the National College for District Attorneys, Cleveland State Community College Police Academy and numerous other groups. His manuals and technical writings have been adopted by many of his peers in the legal profession. Mr. Estes is a member of the McMinn County Bar Association (past vice president), the Tennessee Bar Association (member, Board of Governors 1996-1998), the National District Attorneys Association (member, Board of Directors 2002-2006 and co-chair, Victim Services Committee 2002-2004) and the National Lawyers Association. He also is a former member of the International Association of Prosecutors. Mr. Estes earned his B.S. degree, with honors, and J.D. degree from the University of Tennessee at Knoxville. (Knoxville and Nashville locations) LINDSAY A. JONES is a member of the estate planning group of Wiseman Bray PLLC, where she concentrates her practice in the areas of estate planning and post-death administration, as well as asset protection planning and charitable planned giving. Ms. Jones counsels clients with respect to a wide range of issues relating to wills and trusts, estate planning, trusts administration, asset protection, charitable giving, business succession and taxes. She graduated, with honors, with a joint law degree and Master's of Business Administration degree from the University of Memphis Law School. (Memphis location) RALPH Z. LEVY JR. is of counsel with Dickinson Wright PLLC, where his areas of practice include entity formation and operation, entrepreneurial business services, estate planning and family succession planning, health enterprises and transactions, and tax planning and controversies. In nearly 35 years of practicing law, his extensive experience includes private practice, as well as serving for more than ten years as general counsel, executive vice president and secretary for Gambro Healthcare, Inc., a national provider of dialysis services. Mr. Levy earned his A.B. degree, cum laude, from Colgate University; his LL.M. degree from New York University; and his J.D. degree from Vanderbilt University School of Law. He is a member of the Tennessee Bar Association and the Nashville Bar Association. (Nashville location) PATRICK B. MASON is an attorney with The Mason Law Firm, in Memphis, where he concentrates his practice in the areas of estate planning, probate, corporate law and taxation. Mr. Mason has lectured for National Business Institute and other professional groups on probate, estate planning and asset protection issues. He is a member of the Memphis, Tennessee and American bar associations; the American Institute of Certified Public Accountants; and the Memphis Tax Watch. Mr. Mason earned his B.B.A. degree, magna cum laude, from the University of Notre Dame and his J.D. degree from Vanderbilt University. (Memphis location) ANNE M. McKINNEY is the principal attorney of Anne M. McKinney, P.C., where she focuses her practice on estate planning, estate administration and probate law, including estate, gift and generation-skipping transfer taxation. She has more than 30 years of experience in these areas, including a decade auditing estate and gift tax returns with the U.S. Internal Revenue Service. A member of the Duke Estate Planning Council and the prestigious American College of Trust and Estate Counsel, Ms. McKinney is a frequent lecturer at UT College of Law and countless legal conferences. She is the author of Estate Planning in Tennessee (now in its second printing) and a popular contributor to YouTube, where she posts as LadySingsTheNews. Ms. McKinney earned her B.A. degree, magna cum laude, from Duke University and her J.D. degree from the University of North Carolina School of Law. (Knoxville location)
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