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Professionals

Turney P. Berry

Partner

P 502-562-7505 F 502-589-0309

500 West Jefferson Street
Suite 2800
Louisville, KY 40202

 

Turney Berry is a nationally recognized leader in the areas of estate and business planning, estate and trust administration, and charitable giving and tax-exempt organizations. He leads the Firm's Trusts, Estates & Personal Planning Service Team and also serves on the Firm's Executive Committee.

Turney P. Berry

Location

500 West Jefferson Street
Suite 2800
Louisville, KY 40202

Professional Activities and Memberships

  • American College of Trust and Estate Counsel
    • Chair, Estate and Gift Tax Committee
    • State Chair for Kentucky
    • Past Regent
    • Past President, ACTEC Foundation
    • Past Chair, Charitable and Tax Exempt Organizations Committee
    • Member of State Laws Committee
  • National Conference of Commissioners on Uniform State Laws
    • Chair, Drafting Committee on Revised Principal and Income Act (in progress); Vice-Chair, Study Committee on Trust Management of Funds Raised through Public Fundraising (in progress); Vice-Chair, Drafting Committee on Divided Trusteeship (in progress); Chair, Power of Appointment Act (2013); Revised Uniform Fiduciary Access to Digital Assets Act (2015); Trust Decanting (2013); Premarital and Marital Agreements (2012); Insurable Interests Amendment to the Uniform Trust Code (2010); Real Property Transfer on Death Act (2009); Probate Code Revisions (2008).
  • Member, Advisory Council of the Heckerling Institute on Estate Planning
  • Fellow, American College of Tax Counsel
  • Member, American Law Institute
  • American Bar Association (Taxation and Real Property, Probate & Trust Law Sections)
    • Vice Chair, Charitable Planning
    • Real Property, Probate, Trust & Estate Section Conservation Easement Task Force
  • Member, National Association of Estate Planners and Councils
  • Member, Joint Editorial Board for Uniform Trust and Estate Acts
  • Member, Advisory Board of Trusts and Estates Monthly
  • Member, Bloomberg BNA Tax Advisory Board (Estates, Gifts, and Trusts)
  • Co-Chair, Midwest/Midsouth Estate Planning Seminar (University of Kentucky)
  • Former Trustee, Southern Federal Tax Institute
  • Former Adjunct Professor, Vanderbilt University School of Law
    • Estate Planning and Drafting Seminar
    • Representing the Family Business, Tax and Non-Tax Aspects
    • Estate, Gift and Generation-Skipping Transfer Tax
  • Former Adjunct Professor, University of Louisville Brandeis School of Law
    • Estate Planning and Drafting (Non-Tax)
  • Former Adjunct Professor, University of Missouri School of Law
    • Representing the Family Business
  • Former Member, Council on Foundations
    • Legal Advisory Subcommittee
  • Former Articles Editor, The Tax Lawyer
  • National Committee on Planned Giving (Kentucky Chapter)
  • Louisville Estate Planning Council
  • Associate Member, American Association of Life Underwriters
  • Louisville Bar Association (Sections of Estate Planning and Probate and Taxation)
  • Kentucky Bar Association (Probate Section)

Presentations

His recent speaking engagements include:

  • "Estate Planning in a Trump World: Are We Making America Great, or Confused, Or Maybe Both?" Evansville Estate and Financial Planning Council (February 2017)
  • "Post-Mortem Tax Election Heaven," Cannon Financial Teleconference Series (February 2017)
  • "Charitable Giving For Family Business Families," Greater Boca Estate Planning Council (February 2017)
  • "Transferring Business Interests With A View Towards A Potential New Tax World," "Retaining, Obtaining, and Sustaining Basis," and
    "Do People Really Do That?" Johns Hopkins All Children's Hospital's 19th Annual Estate, Tax, Legal & Financial Planning Seminar (February 2017)
  • "Powers of Appointment," The National Association of Estate Planners & Councils (NAEPC) webinar (February 2017)
  • "Recent Developments," Baltimore Estate Planning Counsel (January 2017)
  • "Nothing Succeeds Like Successful Succession," and "Charitable Giving for Family Business Families," Heckerling Institute (January 2017)
  • "Current Developments in Estate and Tax Planning," ACTEC-ALI CLE Webinar (December 2016)
  • "Planning and Drafting for the Married Couple in an Era of Mobility, Portability, and Liability," ABA Section of Real Property, Trust and Estate Law Webinar (December 2016)
  • "Modern Uses of Partnerships That You Might Not Have Considered," Tennessee Federal Tax Conference (November 2016)
  • "It's All About Basis - Obtaining, Sustaining, Maximizing and Reporting Basis," Hawaii Tax Institute (November 2016)
  • "Brave! Exciting! Worrisome! The New World of Estate Planning As We Confront The Need For Income Tax Basis And The Looming Changes To Asset Valuation," 13th Annual Atlanta Estate Planning Forum (November 2016)
  • "Section 2704: Disregarded Restrictions? Disappearing Discounts? As the Empire Strikes Back, Can We Float Like a Butterfly and Sting Like a Bee?" 42nd Notre Dame Tax & Estate Planning Institute (October 2016)
  • "Directed and Delegated Trusts - The Options Available and The Risks Involved," Cannon Financial Teleconference Series (October 2016)
  • "Powers of Appointment in the Current Planning Environment," Duke University Estate Planning Conference (October 2016)
  • "Giving Business Interests to Charity," ABA Real Property, Probate and Trust Law Section Joint Meeting with the Tax Section (September 2016)
  • "'Super Creditor'! IRS Tools and Tactics to Collect an Unpaid Tax Liability," Cannon Financial Teleconference Series (September 2016)
  • "Hot Topics in Estates, Gifts and Trusts," Bloomberg BNA Webinar (September 2016)
  • "Valuation Vendetta: 2704 Regs Seek to Dump Discounts," Cannon Financial Teleconference Series (August 2016)
  • "Recent Developments in Federal Transfer Tax," Missouri Bar Association Annual Estate, Trust and Elder Law Institute (August 2016)
  • "Asset Protection," Cannon Financial Teleconference Series (August 2016)
  • "Recent Developments of Interest to Estate Planners," University of Kentucky College of Law's 43rd Annual Midwest/Midsouth Estate Planning Institute (July 2016)
  • "Preserving the Integrity of the Estate Plan," Cannon Financial Teleconference Series (June 2016)
  • "Practical & Creative Planning Series - Little Known, Highly Effective Charitable Structuring Ideas," Bloomberg BNA Webinar (May 2016)
  • "The Sometimes Complicated World of Charitable Giving," Cannon Financial Teleconference Series (May 2016) 
  • "Charitable Giving in the New Estate Planning Environment," Queens University of Charlotte 38th Annual Estate Planners Day (May 2016)
  • "Life Insurance Revisited," Cannon Financial Teleconference Series (April 2016)
  • "Avoiding the Estate Planning 'Blue Screen of Death' with Competent and Ethical Practices - Part II," The Kansas City Estate Planning Symposium (April 2016)
  • "Ethics Issues Arising in Estate Planning for Those in Different Family Contexts," Cannon Financial Teleconference Series (March 2016)
  • "Planning Opportunities for 501(c)(4) Organizations Under 2015 PATH Act" ACTEC 2016 Annual Meeting (March 2016)
  • "Professionalism in Estate Planning" Cannon Financial Teleconference Series (February 2016)
  • "Charitable Planning Techniques That Allow Uncle Sam to Contribute to Your Family and Charities" Bloomberg BNA Webinar (February 2016)
  • "Recent Developments" Portland Estate Planning Council Estate Planning Seminar (February 2016)
  • "Planning and Drafting for the Married Couple in an Era of Mobility, Portability, and Liability" Cincinnati Estate Planning Council (February 2016)
  • "Estate Planning in 2016" Cannon Financial Teleconference Series (January 2016)
  • "Planning and Drafting for the Married Couple in an Era of Mobility, Portability, and Liability" and "When $25 Million is Middle Class, How Should We Plan and Draft for the Middle Class Married Couple?" Heckerling Institute on Estate Planning (January 2016)
  • "Lawyer's Role on Non-Profit Boards," LBA Leadership Academy (December 2015)
  • "Ethics Issues in Trust Administration," Cannon Financial Teleconference Series (December 2015)
  • "Successfully Implementing Your Client’s Charitable Intent," ACTEC/ALI-CLE telephone seminar (November 2015)
  • "Business Succession or Business Cessation? Passing the Torch Without Dousing the Flame," 52nd Annual Hawaii Tax Institute (November 2015)
  • "Charitable Planning in the New Estate Planning Environment," The Estate Planning Council of Seattle and University of Washington School of Law's Graduate Program in Taxation 60th Annual Estate Planning Seminar (November 2015)
  • "The New Uniform Fiduciary Access to Digital Assets Act: An Overview by the Drafters," WealthManagement.com's Trusts & Estates Practice Management Webinar (November 2015)
  • "Taking the UTC Down The Pacific Coast Highway: Twists, Turns, Beautiful Views and Perilous Cliffs," American College of Trust and Estate Counsel (October 2015)
  • "Post-Mortem Estate Planning," Cannon Financial Teleconference Series (October 2015)
  • "Designing Charitable Giving Strategies for New Age Estate Planning," Richmond Jewish Foundation's 10th Annual Hirschler Professional Advisors Seminar (October 2015)
  • "Multi-State Trust Issues or Trust Situs Selection and Design Opportunities: Factors to Consider in Addition to Creditor Protection," Notre Dame 41st Annual Tax and Estate Planning Institute (September 2015)
  • "Powers of Appointment," Southern Arizona Estate Planning Council (September 2015)
  • "The Ascendancy of Income Tax Planning," Cannon Financial Teleconference Series (September 2015)
  • "Planning Considerations in the Current Environment," Southern Indiana Estate Planning Council (September 2015)
  • "Outsmart Your Competition: Understand Charitable Insights And Vehicles," Fidelity Charitable Webinar (September 2015)
  • "Working With Disabled Clients and a Client's Disabled Family Members," Cannon Financial Teleconference Series (August 2015)
  • “State Income Tax Issues With Trusts,” Cannon Financial Teleconference Series (July 2015)
  • “Notable Developments of Interest to Estate Planners," University of Kentucky 42nd Annual Midwest-Midsouth Estate Planning Institute (July 2015) 
  • "Charitable Planning in the New Estate Planning Environment," The Green River Area Community Foundation (June 2015)
  • "Closely Held Business Succession Planning - Opportunities and Challenges," Cannon Estate Planning Teleconference Series (June 2015)
  • "Ethics Issues in Estate Planning," Cannon Estate Planning Teleconference Series (May 2015) 
  • “Retaining, Obtaining, and Sustaining Basis”; “Things We Think We Know About Estate Planning, But Are We Sure?”; and “Charitable Planning Ideas in the Current Environment,” 55th Annual Probate & Estate Planning Institute - Probate & Estate Planning Section of the State Bar of Michigan (May 2015)
  • "Current Planning Issues In A Grantor Trust World," ALI-CLE Seminar Webcast (May 2015)
  • "Hot Topics," ABA Real Property, Trust and Estate 2015 Spring Symposia (April 2015)
  • "Trust Issues in Family Law," American Academy of Matrimonial Lawyers (April 2015)
  • "Giving Until it Feels Great!" Community Foundation of Southern Indiana (April 2015)
  • "Best Designs for the Exercise of Trustee Discretion," Cannon Financial Teleconference Series (March 2015)
  • "Giving the Business...to Charity," ACTEC 2015 Annual Meeting (March 2015)
  • "Charitable Giving in the New Estate Planning Environment," Central Kentucky Planned Giving Council (February 2015)
  • "Powers of Appointment in the Current Planning Environment," Heckerling Institute on Estate Planning (January 2015)
  • "Recent Tax Developments for Estate Planners," American Law Institute CLE-ACTEC Teleconference on Estate and Gift Tax Recent Developments (December 2014)
  • "Future of Estate Planning and Fiduciary Services," Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (December 2014)
  • "Uniform Laws: Changing Estate Planning Practice Across the Nation," ALI-CLE Telephone seminar/audio webcast (November 2014)
  • "Notable Developments of Interest to Estate Planners," Tennessee Federal Tax Conference (November 2014)
  • "Notable Developments of Interest to Estate Planners," Evansville Bar Association (November 2014)
  • "Retaining, Obtaining and Sustaining Basis and Venn Diagrams: The Intersection of Estate & Income Tax," 40th Annual Notre Dame Tax & Estate Planning Institute (November 2014)
  • "The Uniform Trust Code and Charitable Giving and Community Foundations," Foundation for the Tri-State Community (November 2014)
  • "Doing Well By Doing Good: Integrating Charity Into Your Estate Plan," United Way Foundation of Indian River County/Indian River Community Foundation (October 2014)
  • "Recent Cases, Regulations, Rulings, and Pronouncements," Southern Federal Tax Institute Annual Meeting (October 2014)
  • "Professional Liability and Ethics in Trusts and Estates," Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (October 2014)
  • "Charitable Giving in the New Estate Planning Environment," Jewish Federation of Greater Philadelphia's Bronstein Seminar for Professionals (October 2014)
  • "Estate Planning in the New World Order: What to do Now that Estate Planning is More Complex than Ever. Your Client May Not Have an Estate Tax Problem but What About Income Tax?" Colorado Bar Association 25th Advanced Estate Planning Symposium (September 2014)
  • "Who Wants This Job? Selection of Trustees and Other Fiduciaries," Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (August 2014)
  • "2014 Planning With 99 Year GRATs, 33 Year CLATs, and UPSPATS that are Ready To Go!" National Association of Estate Planners & Councils Webinar Series (August 2014)
  • "Notable Developments in Estate Planning," University of Kentucky 41st Annual Midwest-Midsouth Estate Planning Institute (July 2014)
  • "What Every Estate Planner and Fiduciary Needs to Know About the UTC," Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (July 2014)
  • “Donor-Centric Philanthropy: Mixing and Matching Private Foundations, Donor Advised Funds, and Supporting Foundations,” ALI CLE Charitable Planning Techniques (June 2014)
  • “Don't Forget Your Property Law: Uniform Prudent Management of Institutional Funds Act, Legal and Accounting Requirements, and other State Law Topics,” ALI CLE Charitable Planning Techniques (June 2014)
  • “Grantor Trusts,” Texas Bar CLE 38th Annual Advanced Estate Planning & Probate Course (June 2014)
  • “Charitable Planning Strategies for Non-Traditional Unions,” Society of Financial Service Professionals/American Cancer Society (June 2014)
  • “Pitfalls and Pots of Gold: Ethical Considerations with Charitable Giving,” Partnership for Philanthropic Planning Kentuckiana (June 2014)
  • “Ethics Considerations for the Trust and Estate Practitioner,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (May 2014)
  • "Charitable Planning in the Current Tax and Personal Planning Environment," The Community Foundation of Western North Carolina 23rd Annual Professional Seminar (May 2014)
  • “Updates in Estate Planning Topics for 2014,” Bluegrass Estate Planning Council (May, 2014)
  • “Deft Diplomacy – Designing and Administering Discretionary Trusts,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (April 2014)
  • “Planning for 2014 and Beyond,” Memphis Chapter of the Society of Financial Service Professionals (April 2014)
  • “Fixing a Broken Estate Plan,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (February 2014)
  • "The Role of Federal Law in Private Wealth Transfer," The Vanderbilt Law Review Spring 2014 Symposium (February 2014)
  • "Things You Think You Know about Estate Planning: Myths and Mistakes," ALI CLE Advanced Estate Planning Techniques (February 2014)
  • “Recent Developments of Interest to Estate Planners,” Estate Planning Council of Portland 43rd Annual Estate Planning Seminar (January 2014)
  • “Charitable Lead Trusts, For Fun, For Profit, For Good,” USC Gould School of Law 2014 Tax Institute (January 2014)
  • “Hot Topics in Estate and Gift Tax Planning,” USC Gould School of Law 2014 Tax Institute (January 2014)
  • “Estate Planning Strategies for 2014,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (January 2014)
  • “Recent Developments for Fiduciaries 2014,” 48th Annual Heckerling Institute on Estate Planning (January 2014)
  • “Charitable Giving in the New Estate Planning Environment,” 48th Annual Heckerling Institute on Estate Planning (January 2014)
  • “Charitable Planning Today,” 48th Annual Heckerling Institute on Estate Planning (January 2014)

To view Mr. Berry's prior speaking engagements, please click here.

Articles and Books

Mr. Berry has authored or co-authored the following books:

  • Co-Author, Sections 2053, 2054 and 2058 Tax Management Portfolio, Estate Tax Deductions
  • Co-Author, Section 4945 Tax Management Portfolio, Private Foundations -- Taxable Expenditures
  • Co-Author, Section 4941 Tax Management Portfolio, Private Foundations -- Self-Dealing
  • Co-Author, Sections 2053 and 2054 Tax Management Portfolio, Administration Expenses and Debts
  • Co-Author, Estate Planning Issues for S Corporations, in Kentucky Estate Planning, 3rd Ed. (UK/CLE)(2009)
  • "Drafting Wills & Trusts With Closely-Held Business Interests In Mind," Kentucky Estate Planning (University of Kentucky 2009)
  • "Generation Skipping Transfers" and "Drafting for Closely-Held Business Interests," Kentucky Estate Planning Guidebook (University of Kentucky 1996)

Mr. Berry has authored or co-authored the following articles:

  • "You Are Under Attack!" Louisville Business First, August 2016
  • Point-Counterpoint (with Jonathan Blattmachr), "Should it Stay or Should it Go? Two industry experts share their thoughts about the advantages and disadvantages of the estate tax," Trusts & Estates (August 2016)
  • "Exit Strategies: If You Can't Get Out, Should You Get In," CharitablePlanning.com (May 2016)
  • "How To Lower the High Cost of Dying - Business Succession 101," Louisville Business First (co-author) (April 2016)
  • "Review of Reviews: Medicaid Spend Down, Estate Recovery and Divorce: Doctrine, Planning and Policy," 23 Elder L.J. [John A. Miller, Weldon Schimke Distinguished Professor of Law at University of Idaho College of Law in Moscow, Idaho], Trusts & Estates (January 2016)
  • "You Can't Always Get What You Want: Understanding the Revised Uniform Fiduciary Access to Digital Assets Act," Trusts & Estates (co-author) (November 2015)
  • "Review of Reviews: Forfeiting Trust," 57 Wm. & Mary L. Rev. [Deborah S. Gordon, professor of law at Drexel University Thomas R. Kline School of Law, Philadelphia], Trusts & Estates (June 2015)
  • Article contribution to "Special Report: Review of Reviews," Review of Professor Robert H. Sitkoff and Steven J. Horowitz’s "Unconstitutional Perpetual Trusts," Trusts & Estates (February 2015) 
  • "Retaining, Obtaining, and Sustaining Basis," Estate Planning & Community Property Law Journal (co-author) (Fall 2014)
  • "Review of Reviews: Diversity Jurisdiction and Trusts," N.Y.U. Law Rev. [Jonathan J. Ossip, law student at New York University School of Law in New York City], Trusts and Estates (December 2014)
  • "Review of Reviews: Trusts and Estates: Implementing Freedom of Disposition," 58 St. Louis U. L. J. 3 [Robert H. Sitkoff, John L. Gray Professor of Law, Harvard University, Cambridge, Mass.], Trusts and Estates (March 2014)
  • “Implementing Early Inheritances,” Trusts & Estates (co-author) (December 2013)
  • “Fiduciary Law Update,” Trusts & Estates (co-author) (July 2013)
  • "Review of Reviews: The Trustee and the Spendthrift: The Argument Against Small Trust Termination" [Philip J. Ruce, "The Trustee and the Spendthrift: The Argument Against Small Trust Termination," 48 Gonz. L. Rev. 163 (2012)], Trusts & Estates (July 2013)
  • "Fiduciary Law Update," Trusts & Estates (May 2013) (co-author)
  • "Review of Reviews: Fiduciary Duties and Exculpatory Clauses: Clash of the Titans or Cozy Bedfellows?" [Professor Louise Lark Hill, 45 U. Mich. J.L. Reform, No. 4 (2012)], Trusts & Estates (March 2013)
  • "Fiduciary Law Update," Trusts & Estates (February 2013)
  • “Summary on Exculpatory Clauses,” Trusts & Estates (January 2013)
  • “The Uniform Premarital and Marital Agreements Act,” Trusts & Estates (co-author) (August 2012)
  • "Uniform Law Update: Issues Under Consideration By the ULC," Trusts & Estates (March 2012)
  • Article contribution to "Special Report: Review of Reviews," Review of Christopher M. Reimer’s "The Undiscovered Country: Wyoming’s Emergence as a Leading Trust Situs Jurisdiction," Trusts & Estates (February 2012)
  • Article contribution to "Special Report: Review of Reviews," Review of Carter G. Bishop’s "Forgotten Trust: A Check-the-Box Achilles Heel," Trusts & Estates (May 2011)
  • "Innovative CLAT Structures: Providing Economic Efficiencies to a Wealth Transfer Workhorse," 37 ACTEC Journal 1 (2011) (co-author) 
  • "News From Heckerling," Trusts & Estates (January 2011) (co-author)
  • "Reeling, Rolling and Reining In "Shark-Fin" CLATs, Tax Management Memorandum, Volume 51, Number 25, December 6, 2010, 435 (co-author)
  • “Doing Good While Doing Well: Charitable Planning with the Closely Held Business,” Williamette Management Associates’ Insights (co-author) (Fall 2010)
  • "Disclose. Disclose! Disclose? Longmeyer Distorts the Trustee's Duty to Inform Trust Beneficiaries," Probate and Property Magazine (ABA Section of Real Property, Trust and Estate Law) July/August 2010 Vol. 24 no 4 (co-author)
  • "Longmeyer Exposes (or Creates) Uncertainty About the Duty to Inform Remainder Beneficiaries of a Revocable Trust," 35 ACTEC Journal 179 (co-author) (2009)
  • "What the Hackl?:  Tax Court Expands Gifts of Future Interests to Encompass Nearly All Gifts of Closely Held Business Interests," Limited Liability Company Guide LLC Advisor (co-author) (May 23, 2002)
  • “Estate Tax Repeal: Should Congress Eliminate the Federal Tax on Inheritance?” The Courier-Journal (July 2000)
  • "Will We Need More Judges? The Effect of Wiggins on Trustees, Beneficiaries, and Courts," Louisville Bar Association Bar Briefs (September 1999)
  • “Charity From Nothing: Protection from Environmental and Premises Liability Under Check-The-Box," The Exempt Organization Tax Review (June 1999) (co-author)
  • “Charitable Gift Annuities Face Varied State Insurance Regulations," Trusts and Estates (August 1995)
  • "Charitable Giving: One of Few Remaining Tax Shelters," Business First (September 1993) (co-author)
  •  "Use Declining Interest Rates to Cut Your Estate Taxes," Business First (August, 1992) (co-author)
  • "Charitable Gift Annuities: Federal Taxation and State Regulation," Journal of Tax-Exempt Organizations (Summer 1991)
  • "Planning for the Client Who Owns Underproductive Property," Journal of Taxation (August 1990)
  • "IRS' Estate Freeze Guidance Leaves Limited Areas for Planning," Journal of Taxation (co-author) (December 1989)
  • "IRS Notice Adopts Broad Scope for Section 2036(c)," Journal of Taxation (co-author) (November 1989) 
  • "Using The Services' New Handbook for Estate Tax Examiners," Journal of Taxation (co-author) (May 1988)

Honors

Best Lawyers Generic Honors LogoTurney Berry, SL

  • Woodward/White’s The Best Lawyers in America® in the areas of Trusts & Estates and Litigation - Trusts & Estates, 1995-2017
  • Recipient of the National Philanthropy Day Baylor Landrum Award, 2016
  • Best Lawyers® 2014 Louisville Trusts and Estates "Lawyer of the Year"
  • Highest Professional Rating (AV®) by Martindale-Hubbell
  • National Association of Estate Planners & Councils Hall of Fame, 2015
  • Recognized by the Texas Bar Foundation for co-authoring the "Outstanding Law Review Article" of 2015, titled "Retaining, Sustaining, and Obtaining Basis"
  • Listed as a Kentucky Super Lawyers® in the area of Estate Planning & Probate
  • Listed in Who’s Who in American Law
  • Certified as an Accredited Estate Planner® by the National Association of Estate Planners & Councils
  • Recognized as one of the "Top Lawyers" in the area of Trusts, Wills & Estates Law by Louisville Magazine, March 2014
  • Forty Under Forty: Metro Louisville’s Foremost Young Business Leaders (inaugural class Business First 1996)

Education

1986 - J.D., Vanderbilt University

1983 - B.A., with honors, University of Memphis

1983 - B.L.S., with honors, University of Memphis

Admissions

  • Supreme Court of Kentucky
  • Supreme Court of the United States
  • United States Court of Appeals, Sixth Circuit

Civic Involvement

  • Chairman, Center for Interfaith Relations
  • Board of Directors, Actors Theatre of Louisville
  • Board of Directors, Earth School/Carbon Nation
  • Board of Directors, Kentucky Opera
  • Board of Directors, Muhammad Ali Center
  • Member, Louisville Downtown Rotary
  • Member, Honorable Order of Kentucky Colonels
  • Previously served on the boards of James Graham Brown Cancer Center, Fund for the Arts, The Filson Historical Society, the Kentucky Derby Festival Foundation, the Louisville Bar Foundation, Children's Hospital Foundation and American Lung Association of Kentucky, Bellarmine Board of Overseers, Arthritis Foundation, Louisville Third Century, Louisville Jaycees, Louisville Science Center
  • Frequent speaker to civic, charitable and community groups throughout Kentucky, Indiana, and Tennessee

Interests

  • Opera and Theater
  • Football and College Basketball
  • Classics and Math
  • Urban travel and walking

Professional Activities and Memberships

  • American College of Trust and Estate Counsel
    • Chair, Estate and Gift Tax Committee
    • State Chair for Kentucky
    • Past Regent
    • Past President, ACTEC Foundation
    • Past Chair, Charitable and Tax Exempt Organizations Committee
    • Member of State Laws Committee
  • National Conference of Commissioners on Uniform State Laws
    • Chair, Drafting Committee on Revised Principal and Income Act (in progress); Vice-Chair, Study Committee on Trust Management of Funds Raised through Public Fundraising (in progress); Vice-Chair, Drafting Committee on Divided Trusteeship (in progress); Chair, Power of Appointment Act (2013); Revised Uniform Fiduciary Access to Digital Assets Act (2015); Trust Decanting (2013); Premarital and Marital Agreements (2012); Insurable Interests Amendment to the Uniform Trust Code (2010); Real Property Transfer on Death Act (2009); Probate Code Revisions (2008).
  • Member, Advisory Council of the Heckerling Institute on Estate Planning
  • Fellow, American College of Tax Counsel
  • Member, American Law Institute
  • American Bar Association (Taxation and Real Property, Probate & Trust Law Sections)
    • Vice Chair, Charitable Planning
    • Real Property, Probate, Trust & Estate Section Conservation Easement Task Force
  • Member, National Association of Estate Planners and Councils
  • Member, Joint Editorial Board for Uniform Trust and Estate Acts
  • Member, Advisory Board of Trusts and Estates Monthly
  • Member, Bloomberg BNA Tax Advisory Board (Estates, Gifts, and Trusts)
  • Co-Chair, Midwest/Midsouth Estate Planning Seminar (University of Kentucky)
  • Former Trustee, Southern Federal Tax Institute
  • Former Adjunct Professor, Vanderbilt University School of Law
    • Estate Planning and Drafting Seminar
    • Representing the Family Business, Tax and Non-Tax Aspects
    • Estate, Gift and Generation-Skipping Transfer Tax
  • Former Adjunct Professor, University of Louisville Brandeis School of Law
    • Estate Planning and Drafting (Non-Tax)
  • Former Adjunct Professor, University of Missouri School of Law
    • Representing the Family Business
  • Former Member, Council on Foundations
    • Legal Advisory Subcommittee
  • Former Articles Editor, The Tax Lawyer
  • National Committee on Planned Giving (Kentucky Chapter)
  • Louisville Estate Planning Council
  • Associate Member, American Association of Life Underwriters
  • Louisville Bar Association (Sections of Estate Planning and Probate and Taxation)
  • Kentucky Bar Association (Probate Section)

Presentations

His recent speaking engagements include:

  • "Estate Planning in a Trump World: Are We Making America Great, or Confused, Or Maybe Both?" Evansville Estate and Financial Planning Council (February 2017)
  • "Post-Mortem Tax Election Heaven," Cannon Financial Teleconference Series (February 2017)
  • "Charitable Giving For Family Business Families," Greater Boca Estate Planning Council (February 2017)
  • "Transferring Business Interests With A View Towards A Potential New Tax World," "Retaining, Obtaining, and Sustaining Basis," and
    "Do People Really Do That?" Johns Hopkins All Children's Hospital's 19th Annual Estate, Tax, Legal & Financial Planning Seminar (February 2017)
  • "Powers of Appointment," The National Association of Estate Planners & Councils (NAEPC) webinar (February 2017)
  • "Recent Developments," Baltimore Estate Planning Counsel (January 2017)
  • "Nothing Succeeds Like Successful Succession," and "Charitable Giving for Family Business Families," Heckerling Institute (January 2017)
  • "Current Developments in Estate and Tax Planning," ACTEC-ALI CLE Webinar (December 2016)
  • "Planning and Drafting for the Married Couple in an Era of Mobility, Portability, and Liability," ABA Section of Real Property, Trust and Estate Law Webinar (December 2016)
  • "Modern Uses of Partnerships That You Might Not Have Considered," Tennessee Federal Tax Conference (November 2016)
  • "It's All About Basis - Obtaining, Sustaining, Maximizing and Reporting Basis," Hawaii Tax Institute (November 2016)
  • "Brave! Exciting! Worrisome! The New World of Estate Planning As We Confront The Need For Income Tax Basis And The Looming Changes To Asset Valuation," 13th Annual Atlanta Estate Planning Forum (November 2016)
  • "Section 2704: Disregarded Restrictions? Disappearing Discounts? As the Empire Strikes Back, Can We Float Like a Butterfly and Sting Like a Bee?" 42nd Notre Dame Tax & Estate Planning Institute (October 2016)
  • "Directed and Delegated Trusts - The Options Available and The Risks Involved," Cannon Financial Teleconference Series (October 2016)
  • "Powers of Appointment in the Current Planning Environment," Duke University Estate Planning Conference (October 2016)
  • "Giving Business Interests to Charity," ABA Real Property, Probate and Trust Law Section Joint Meeting with the Tax Section (September 2016)
  • "'Super Creditor'! IRS Tools and Tactics to Collect an Unpaid Tax Liability," Cannon Financial Teleconference Series (September 2016)
  • "Hot Topics in Estates, Gifts and Trusts," Bloomberg BNA Webinar (September 2016)
  • "Valuation Vendetta: 2704 Regs Seek to Dump Discounts," Cannon Financial Teleconference Series (August 2016)
  • "Recent Developments in Federal Transfer Tax," Missouri Bar Association Annual Estate, Trust and Elder Law Institute (August 2016)
  • "Asset Protection," Cannon Financial Teleconference Series (August 2016)
  • "Recent Developments of Interest to Estate Planners," University of Kentucky College of Law's 43rd Annual Midwest/Midsouth Estate Planning Institute (July 2016)
  • "Preserving the Integrity of the Estate Plan," Cannon Financial Teleconference Series (June 2016)
  • "Practical & Creative Planning Series - Little Known, Highly Effective Charitable Structuring Ideas," Bloomberg BNA Webinar (May 2016)
  • "The Sometimes Complicated World of Charitable Giving," Cannon Financial Teleconference Series (May 2016) 
  • "Charitable Giving in the New Estate Planning Environment," Queens University of Charlotte 38th Annual Estate Planners Day (May 2016)
  • "Life Insurance Revisited," Cannon Financial Teleconference Series (April 2016)
  • "Avoiding the Estate Planning 'Blue Screen of Death' with Competent and Ethical Practices - Part II," The Kansas City Estate Planning Symposium (April 2016)
  • "Ethics Issues Arising in Estate Planning for Those in Different Family Contexts," Cannon Financial Teleconference Series (March 2016)
  • "Planning Opportunities for 501(c)(4) Organizations Under 2015 PATH Act" ACTEC 2016 Annual Meeting (March 2016)
  • "Professionalism in Estate Planning" Cannon Financial Teleconference Series (February 2016)
  • "Charitable Planning Techniques That Allow Uncle Sam to Contribute to Your Family and Charities" Bloomberg BNA Webinar (February 2016)
  • "Recent Developments" Portland Estate Planning Council Estate Planning Seminar (February 2016)
  • "Planning and Drafting for the Married Couple in an Era of Mobility, Portability, and Liability" Cincinnati Estate Planning Council (February 2016)
  • "Estate Planning in 2016" Cannon Financial Teleconference Series (January 2016)
  • "Planning and Drafting for the Married Couple in an Era of Mobility, Portability, and Liability" and "When $25 Million is Middle Class, How Should We Plan and Draft for the Middle Class Married Couple?" Heckerling Institute on Estate Planning (January 2016)
  • "Lawyer's Role on Non-Profit Boards," LBA Leadership Academy (December 2015)
  • "Ethics Issues in Trust Administration," Cannon Financial Teleconference Series (December 2015)
  • "Successfully Implementing Your Client’s Charitable Intent," ACTEC/ALI-CLE telephone seminar (November 2015)
  • "Business Succession or Business Cessation? Passing the Torch Without Dousing the Flame," 52nd Annual Hawaii Tax Institute (November 2015)
  • "Charitable Planning in the New Estate Planning Environment," The Estate Planning Council of Seattle and University of Washington School of Law's Graduate Program in Taxation 60th Annual Estate Planning Seminar (November 2015)
  • "The New Uniform Fiduciary Access to Digital Assets Act: An Overview by the Drafters," WealthManagement.com's Trusts & Estates Practice Management Webinar (November 2015)
  • "Taking the UTC Down The Pacific Coast Highway: Twists, Turns, Beautiful Views and Perilous Cliffs," American College of Trust and Estate Counsel (October 2015)
  • "Post-Mortem Estate Planning," Cannon Financial Teleconference Series (October 2015)
  • "Designing Charitable Giving Strategies for New Age Estate Planning," Richmond Jewish Foundation's 10th Annual Hirschler Professional Advisors Seminar (October 2015)
  • "Multi-State Trust Issues or Trust Situs Selection and Design Opportunities: Factors to Consider in Addition to Creditor Protection," Notre Dame 41st Annual Tax and Estate Planning Institute (September 2015)
  • "Powers of Appointment," Southern Arizona Estate Planning Council (September 2015)
  • "The Ascendancy of Income Tax Planning," Cannon Financial Teleconference Series (September 2015)
  • "Planning Considerations in the Current Environment," Southern Indiana Estate Planning Council (September 2015)
  • "Outsmart Your Competition: Understand Charitable Insights And Vehicles," Fidelity Charitable Webinar (September 2015)
  • "Working With Disabled Clients and a Client's Disabled Family Members," Cannon Financial Teleconference Series (August 2015)
  • “State Income Tax Issues With Trusts,” Cannon Financial Teleconference Series (July 2015)
  • “Notable Developments of Interest to Estate Planners," University of Kentucky 42nd Annual Midwest-Midsouth Estate Planning Institute (July 2015) 
  • "Charitable Planning in the New Estate Planning Environment," The Green River Area Community Foundation (June 2015)
  • "Closely Held Business Succession Planning - Opportunities and Challenges," Cannon Estate Planning Teleconference Series (June 2015)
  • "Ethics Issues in Estate Planning," Cannon Estate Planning Teleconference Series (May 2015) 
  • “Retaining, Obtaining, and Sustaining Basis”; “Things We Think We Know About Estate Planning, But Are We Sure?”; and “Charitable Planning Ideas in the Current Environment,” 55th Annual Probate & Estate Planning Institute - Probate & Estate Planning Section of the State Bar of Michigan (May 2015)
  • "Current Planning Issues In A Grantor Trust World," ALI-CLE Seminar Webcast (May 2015)
  • "Hot Topics," ABA Real Property, Trust and Estate 2015 Spring Symposia (April 2015)
  • "Trust Issues in Family Law," American Academy of Matrimonial Lawyers (April 2015)
  • "Giving Until it Feels Great!" Community Foundation of Southern Indiana (April 2015)
  • "Best Designs for the Exercise of Trustee Discretion," Cannon Financial Teleconference Series (March 2015)
  • "Giving the Business...to Charity," ACTEC 2015 Annual Meeting (March 2015)
  • "Charitable Giving in the New Estate Planning Environment," Central Kentucky Planned Giving Council (February 2015)
  • "Powers of Appointment in the Current Planning Environment," Heckerling Institute on Estate Planning (January 2015)
  • "Recent Tax Developments for Estate Planners," American Law Institute CLE-ACTEC Teleconference on Estate and Gift Tax Recent Developments (December 2014)
  • "Future of Estate Planning and Fiduciary Services," Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (December 2014)
  • "Uniform Laws: Changing Estate Planning Practice Across the Nation," ALI-CLE Telephone seminar/audio webcast (November 2014)
  • "Notable Developments of Interest to Estate Planners," Tennessee Federal Tax Conference (November 2014)
  • "Notable Developments of Interest to Estate Planners," Evansville Bar Association (November 2014)
  • "Retaining, Obtaining and Sustaining Basis and Venn Diagrams: The Intersection of Estate & Income Tax," 40th Annual Notre Dame Tax & Estate Planning Institute (November 2014)
  • "The Uniform Trust Code and Charitable Giving and Community Foundations," Foundation for the Tri-State Community (November 2014)
  • "Doing Well By Doing Good: Integrating Charity Into Your Estate Plan," United Way Foundation of Indian River County/Indian River Community Foundation (October 2014)
  • "Recent Cases, Regulations, Rulings, and Pronouncements," Southern Federal Tax Institute Annual Meeting (October 2014)
  • "Professional Liability and Ethics in Trusts and Estates," Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (October 2014)
  • "Charitable Giving in the New Estate Planning Environment," Jewish Federation of Greater Philadelphia's Bronstein Seminar for Professionals (October 2014)
  • "Estate Planning in the New World Order: What to do Now that Estate Planning is More Complex than Ever. Your Client May Not Have an Estate Tax Problem but What About Income Tax?" Colorado Bar Association 25th Advanced Estate Planning Symposium (September 2014)
  • "Who Wants This Job? Selection of Trustees and Other Fiduciaries," Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (August 2014)
  • "2014 Planning With 99 Year GRATs, 33 Year CLATs, and UPSPATS that are Ready To Go!" National Association of Estate Planners & Councils Webinar Series (August 2014)
  • "Notable Developments in Estate Planning," University of Kentucky 41st Annual Midwest-Midsouth Estate Planning Institute (July 2014)
  • "What Every Estate Planner and Fiduciary Needs to Know About the UTC," Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (July 2014)
  • “Donor-Centric Philanthropy: Mixing and Matching Private Foundations, Donor Advised Funds, and Supporting Foundations,” ALI CLE Charitable Planning Techniques (June 2014)
  • “Don't Forget Your Property Law: Uniform Prudent Management of Institutional Funds Act, Legal and Accounting Requirements, and other State Law Topics,” ALI CLE Charitable Planning Techniques (June 2014)
  • “Grantor Trusts,” Texas Bar CLE 38th Annual Advanced Estate Planning & Probate Course (June 2014)
  • “Charitable Planning Strategies for Non-Traditional Unions,” Society of Financial Service Professionals/American Cancer Society (June 2014)
  • “Pitfalls and Pots of Gold: Ethical Considerations with Charitable Giving,” Partnership for Philanthropic Planning Kentuckiana (June 2014)
  • “Ethics Considerations for the Trust and Estate Practitioner,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (May 2014)
  • "Charitable Planning in the Current Tax and Personal Planning Environment," The Community Foundation of Western North Carolina 23rd Annual Professional Seminar (May 2014)
  • “Updates in Estate Planning Topics for 2014,” Bluegrass Estate Planning Council (May, 2014)
  • “Deft Diplomacy – Designing and Administering Discretionary Trusts,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (April 2014)
  • “Planning for 2014 and Beyond,” Memphis Chapter of the Society of Financial Service Professionals (April 2014)
  • “Fixing a Broken Estate Plan,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (February 2014)
  • "The Role of Federal Law in Private Wealth Transfer," The Vanderbilt Law Review Spring 2014 Symposium (February 2014)
  • "Things You Think You Know about Estate Planning: Myths and Mistakes," ALI CLE Advanced Estate Planning Techniques (February 2014)
  • “Recent Developments of Interest to Estate Planners,” Estate Planning Council of Portland 43rd Annual Estate Planning Seminar (January 2014)
  • “Charitable Lead Trusts, For Fun, For Profit, For Good,” USC Gould School of Law 2014 Tax Institute (January 2014)
  • “Hot Topics in Estate and Gift Tax Planning,” USC Gould School of Law 2014 Tax Institute (January 2014)
  • “Estate Planning Strategies for 2014,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (January 2014)
  • “Recent Developments for Fiduciaries 2014,” 48th Annual Heckerling Institute on Estate Planning (January 2014)
  • “Charitable Giving in the New Estate Planning Environment,” 48th Annual Heckerling Institute on Estate Planning (January 2014)
  • “Charitable Planning Today,” 48th Annual Heckerling Institute on Estate Planning (January 2014)

To view Mr. Berry's prior speaking engagements, please click here.

Articles and Books

Mr. Berry has authored or co-authored the following books:

  • Co-Author, Sections 2053, 2054 and 2058 Tax Management Portfolio, Estate Tax Deductions
  • Co-Author, Section 4945 Tax Management Portfolio, Private Foundations -- Taxable Expenditures
  • Co-Author, Section 4941 Tax Management Portfolio, Private Foundations -- Self-Dealing
  • Co-Author, Sections 2053 and 2054 Tax Management Portfolio, Administration Expenses and Debts
  • Co-Author, Estate Planning Issues for S Corporations, in Kentucky Estate Planning, 3rd Ed. (UK/CLE)(2009)
  • "Drafting Wills & Trusts With Closely-Held Business Interests In Mind," Kentucky Estate Planning (University of Kentucky 2009)
  • "Generation Skipping Transfers" and "Drafting for Closely-Held Business Interests," Kentucky Estate Planning Guidebook (University of Kentucky 1996)

Mr. Berry has authored or co-authored the following articles:

  • "You Are Under Attack!" Louisville Business First, August 2016
  • Point-Counterpoint (with Jonathan Blattmachr), "Should it Stay or Should it Go? Two industry experts share their thoughts about the advantages and disadvantages of the estate tax," Trusts & Estates (August 2016)
  • "Exit Strategies: If You Can't Get Out, Should You Get In," CharitablePlanning.com (May 2016)
  • "How To Lower the High Cost of Dying - Business Succession 101," Louisville Business First (co-author) (April 2016)
  • "Review of Reviews: Medicaid Spend Down, Estate Recovery and Divorce: Doctrine, Planning and Policy," 23 Elder L.J. [John A. Miller, Weldon Schimke Distinguished Professor of Law at University of Idaho College of Law in Moscow, Idaho], Trusts & Estates (January 2016)
  • "You Can't Always Get What You Want: Understanding the Revised Uniform Fiduciary Access to Digital Assets Act," Trusts & Estates (co-author) (November 2015)
  • "Review of Reviews: Forfeiting Trust," 57 Wm. & Mary L. Rev. [Deborah S. Gordon, professor of law at Drexel University Thomas R. Kline School of Law, Philadelphia], Trusts & Estates (June 2015)
  • Article contribution to "Special Report: Review of Reviews," Review of Professor Robert H. Sitkoff and Steven J. Horowitz’s "Unconstitutional Perpetual Trusts," Trusts & Estates (February 2015) 
  • "Retaining, Obtaining, and Sustaining Basis," Estate Planning & Community Property Law Journal (co-author) (Fall 2014)
  • "Review of Reviews: Diversity Jurisdiction and Trusts," N.Y.U. Law Rev. [Jonathan J. Ossip, law student at New York University School of Law in New York City], Trusts and Estates (December 2014)
  • "Review of Reviews: Trusts and Estates: Implementing Freedom of Disposition," 58 St. Louis U. L. J. 3 [Robert H. Sitkoff, John L. Gray Professor of Law, Harvard University, Cambridge, Mass.], Trusts and Estates (March 2014)
  • “Implementing Early Inheritances,” Trusts & Estates (co-author) (December 2013)
  • “Fiduciary Law Update,” Trusts & Estates (co-author) (July 2013)
  • "Review of Reviews: The Trustee and the Spendthrift: The Argument Against Small Trust Termination" [Philip J. Ruce, "The Trustee and the Spendthrift: The Argument Against Small Trust Termination," 48 Gonz. L. Rev. 163 (2012)], Trusts & Estates (July 2013)
  • "Fiduciary Law Update," Trusts & Estates (May 2013) (co-author)
  • "Review of Reviews: Fiduciary Duties and Exculpatory Clauses: Clash of the Titans or Cozy Bedfellows?" [Professor Louise Lark Hill, 45 U. Mich. J.L. Reform, No. 4 (2012)], Trusts & Estates (March 2013)
  • "Fiduciary Law Update," Trusts & Estates (February 2013)
  • “Summary on Exculpatory Clauses,” Trusts & Estates (January 2013)
  • “The Uniform Premarital and Marital Agreements Act,” Trusts & Estates (co-author) (August 2012)
  • "Uniform Law Update: Issues Under Consideration By the ULC," Trusts & Estates (March 2012)
  • Article contribution to "Special Report: Review of Reviews," Review of Christopher M. Reimer’s "The Undiscovered Country: Wyoming’s Emergence as a Leading Trust Situs Jurisdiction," Trusts & Estates (February 2012)
  • Article contribution to "Special Report: Review of Reviews," Review of Carter G. Bishop’s "Forgotten Trust: A Check-the-Box Achilles Heel," Trusts & Estates (May 2011)
  • "Innovative CLAT Structures: Providing Economic Efficiencies to a Wealth Transfer Workhorse," 37 ACTEC Journal 1 (2011) (co-author) 
  • "News From Heckerling," Trusts & Estates (January 2011) (co-author)
  • "Reeling, Rolling and Reining In "Shark-Fin" CLATs, Tax Management Memorandum, Volume 51, Number 25, December 6, 2010, 435 (co-author)
  • “Doing Good While Doing Well: Charitable Planning with the Closely Held Business,” Williamette Management Associates’ Insights (co-author) (Fall 2010)
  • "Disclose. Disclose! Disclose? Longmeyer Distorts the Trustee's Duty to Inform Trust Beneficiaries," Probate and Property Magazine (ABA Section of Real Property, Trust and Estate Law) July/August 2010 Vol. 24 no 4 (co-author)
  • "Longmeyer Exposes (or Creates) Uncertainty About the Duty to Inform Remainder Beneficiaries of a Revocable Trust," 35 ACTEC Journal 179 (co-author) (2009)
  • "What the Hackl?:  Tax Court Expands Gifts of Future Interests to Encompass Nearly All Gifts of Closely Held Business Interests," Limited Liability Company Guide LLC Advisor (co-author) (May 23, 2002)
  • “Estate Tax Repeal: Should Congress Eliminate the Federal Tax on Inheritance?” The Courier-Journal (July 2000)
  • "Will We Need More Judges? The Effect of Wiggins on Trustees, Beneficiaries, and Courts," Louisville Bar Association Bar Briefs (September 1999)
  • “Charity From Nothing: Protection from Environmental and Premises Liability Under Check-The-Box," The Exempt Organization Tax Review (June 1999) (co-author)
  • “Charitable Gift Annuities Face Varied State Insurance Regulations," Trusts and Estates (August 1995)
  • "Charitable Giving: One of Few Remaining Tax Shelters," Business First (September 1993) (co-author)
  •  "Use Declining Interest Rates to Cut Your Estate Taxes," Business First (August, 1992) (co-author)
  • "Charitable Gift Annuities: Federal Taxation and State Regulation," Journal of Tax-Exempt Organizations (Summer 1991)
  • "Planning for the Client Who Owns Underproductive Property," Journal of Taxation (August 1990)
  • "IRS' Estate Freeze Guidance Leaves Limited Areas for Planning," Journal of Taxation (co-author) (December 1989)
  • "IRS Notice Adopts Broad Scope for Section 2036(c)," Journal of Taxation (co-author) (November 1989) 
  • "Using The Services' New Handbook for Estate Tax Examiners," Journal of Taxation (co-author) (May 1988)

Honors

Best Lawyers Generic Honors LogoTurney Berry, SL

  • Woodward/White’s The Best Lawyers in America® in the areas of Trusts & Estates and Litigation - Trusts & Estates, 1995-2017
  • Recipient of the National Philanthropy Day Baylor Landrum Award, 2016
  • Best Lawyers® 2014 Louisville Trusts and Estates "Lawyer of the Year"
  • Highest Professional Rating (AV®) by Martindale-Hubbell
  • National Association of Estate Planners & Councils Hall of Fame, 2015
  • Recognized by the Texas Bar Foundation for co-authoring the "Outstanding Law Review Article" of 2015, titled "Retaining, Sustaining, and Obtaining Basis"
  • Listed as a Kentucky Super Lawyers® in the area of Estate Planning & Probate
  • Listed in Who’s Who in American Law
  • Certified as an Accredited Estate Planner® by the National Association of Estate Planners & Councils
  • Recognized as one of the "Top Lawyers" in the area of Trusts, Wills & Estates Law by Louisville Magazine, March 2014
  • Forty Under Forty: Metro Louisville’s Foremost Young Business Leaders (inaugural class Business First 1996)

Education

1986 - J.D., Vanderbilt University

1983 - B.A., with honors, University of Memphis

1983 - B.L.S., with honors, University of Memphis

Admissions

  • Supreme Court of Kentucky
  • Supreme Court of the United States
  • United States Court of Appeals, Sixth Circuit

Civic Involvement

  • Chairman, Center for Interfaith Relations
  • Board of Directors, Actors Theatre of Louisville
  • Board of Directors, Earth School/Carbon Nation
  • Board of Directors, Kentucky Opera
  • Board of Directors, Muhammad Ali Center
  • Member, Louisville Downtown Rotary
  • Member, Honorable Order of Kentucky Colonels
  • Previously served on the boards of James Graham Brown Cancer Center, Fund for the Arts, The Filson Historical Society, the Kentucky Derby Festival Foundation, the Louisville Bar Foundation, Children's Hospital Foundation and American Lung Association of Kentucky, Bellarmine Board of Overseers, Arthritis Foundation, Louisville Third Century, Louisville Jaycees, Louisville Science Center
  • Frequent speaker to civic, charitable and community groups throughout Kentucky, Indiana, and Tennessee

Interests

  • Opera and Theater
  • Football and College Basketball
  • Classics and Math
  • Urban travel and walking
Turney P. Berry