Practices and Industries
Estate Planning
Overview
Credentials
Perspectives

Beth is a member of the Firm’s Trusts, Estates & Personal Planning Service Team.  She concentrates her practice in the area of estate planning, trust and estate administration, gift, estate and inheritance tax, and business planning.

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EDUCATION

  • L.L.M., The Philip E. Heckerling Graduate Program in Estate Planning, University of Miami School of Law
  • J.D., University of Tennessee College of Law
  • B.S., University of Tennessee

ADMISSIONS

  • Kentucky
  • Tennessee
  • Florida

HONORS

  • Recognized by Best Lawyers® as “Ones to Watch” in Trusts and Estates, 2021-2024
  • Recognized by her peers as a Kentucky Super Lawyers® Rising Star, 2016-2022

PROFESSIONAL ACTIVITIES & MEMBERSHIPS

  • Fellow, American College of Trusts and Estate Counsel (ACTEC)
  • American Bar Association
    • Section of Real Property Trust & Estate Law, Elder Law and Special Needs Planning Group, Group Chair
    • Section of Real Property Trust & Estate Law, Diversity and Inclusion Committee, Member
    • Section of Real Property Trust & Estate Law, Heckerling Reporter
    • Liaison to the Uniform Law Commission, Fundraising Through Public Appeals Act
  • Louisville Bar Association Diversity and Inclusion Committee, Member
  • Estate Planning Council of Metro Louisville
  • Kentucky Bar Association, Member
  • Tennessee Bar Association, Member
  • Florida Bar Association, Member

CIVIC INVOLVEMENT

  • Friends of the Louisville Free Public Library, Highlands-Shelby Park Branch President
  • Leadership Louisville’s Focus Louisville Program, Class of 2012

PUBLICATIONS

  • The Basic Will and Codicil, Chapter 2 Elder Law in Kentucky 1st Edition (2018)
  • The Tools & Techniques of Trust Planning, 1st Edition Leimberg Library (2016) and 2nd Edition (2019) (contributing author)
  • Basic Estate Planning Documents in Kentucky: The Basic Will & Codicil; Advance Directives; and Durable Power of Attorney, Chapter 4 Kentucky Estate Planning 4th Edition (UK/CLE) (2015)
  • “Trends and Developments in Fiduciary Law,” Trusts & Estates, May 2015
  • “An Overview of Kentucky’s Uniform Trust Code,” Louisville Bar Association’s Bar Briefs, Jan. 2015
  • Multi-State Problems in Estate Administration, Chapter 10, Kentucky Estate Administration 5th edition, 2014 update author
  • Agent Authority to Enter Arbitration Agreements within Nursing Home Admission Forms,” ABA Real Property Trust & Estate Law eReport, Feb. 2014.

PRESENTATIONS

  • “Current Developments in Estate Planning,” University of Louisville Federal Estate Planning Institute (June 2021)
  • “Recent Legal Developments & Charitable Planning Strategies,” The Community Foundation of Louisville Advisor Webinar (November 2020)
  • “Creating a Charitable Legacy with the Community Foundation,” The Community Foundation of Louisville Advisor Webinar (June 2020)
  • “Modernizing Kentucky T & E Law: 2020 Brings A Great Leap Forward!,” Wyatt Tarrant & Combs, LLP Live Webinar (Spring 2020)
  • “Key Provisions and Clauses for Trusts That Will Stand the Test of Time (and War Stories of Many That Didn’t),” Heckerling Institute on Estate Planning (January 2020)
  • “A Collaborative Approach to Major & Planned Gifts,” Charitable Gift Planners of Kentuckiana Panel Discussion (September 2019)
  • “Fixing Bad Trusts Under the Kentucky UTC,” 45th Annual Midwest-Midsouth Estate Planning Institute (July 2018)
  • “Crossing Boundaries: Comparison of State Trust Codes,” 44th Annual Midwest-Midsouth Estate Planning Institute (July 2017)
  • “Powers of Attorney and Financial Institutions: Oil and Vinegar?,” ABA RPTE 2017 Spring Symposia (April 2017)
  • “Kentucky’s New Uniform Trust Code,” 35th Annual Conference on Legal Issues for Financial Institutions (October 2015)
  • “Trust Me: Understanding Kentucky’s New Tax Code,” Kentucky District Judges College (September 2015)
  • Living with the Uniform Trust Code and Decanting: What Have We Learned? 42nd Annual Midwest-Midsouth Estate Planning Institute (July 2015)
  • Marshalling/Valuing Assets, NBI’s Probate Boot Camp (June 2015)
  • Spouses’ Elective Share vs. Second Probate, NBI’s Probate Boot Camp (June 2015)
  • Hot Topics in Estate Planning from Heckerling Institute, Estate Planning Council of Southern Indiana meeting (February 2015)
  • Power of Attorney in Disability Planning: Silver Bullet or Landmine? ABA eCLE (February 2015)
  • The Uniform Trust Code, Lexington Financial Institutions Seminar (October 2014)
  • Everything You Need to Know about the Newly Adopted Uniform Trust Code, 2014 Kentucky Law Update, Owensboro, Kentucky (October 2014)
  • Selected Cases Interpreting the Uniform Trust Code, 41st Annual Midwest-Midsouth Estate Planning Institution, Lexington, Kentucky (July 2014)
  • Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases, 41st Annual Midwest-Midsouth Estate Planning Institution, Lexington, Kentucky (July 2014)
  • Power of Attorney in Disability Planning: Silver Bullet or Landmine? ABA Section of Real Property, Trust and Estate Law Spring Symposia (May 2014)
  • Turney Berry & Friends 2013 Live Update: Estate planning for the rich, poor, and folks next door (June 2013)

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