Charitable Remainder Trusts: Structural Nuances and Planning Consideration By: David Roberts How a Charitable Remainder Trust Works At its core, a CRT is an irrevocable split-interest trust. It pays a specified amount to one or more noncharitable beneficiaries for a term of up to 20 years Continue Reading
Steve Barham Authors Article on AI Use Policies in Business TREND
Steve Barham recently authored, "The Imperative for Formal AI Use Policies: Safeguarding Business Operations in the Age of Artificial Intelligence" for the Chattanooga Chamber of Commerce Business TREND. In this article, he discusses the growing use of AI and the need for businesses to create formal Continue Reading
Charitable Remainder Trusts: Structural Nuances and Planning Considerations
By: David Roberts Charitable remainder trusts (CRTs) remain a key strategy in philanthropic and tax planning, particularly for clients facing significant liquidity events or seeking to diversify highly appreciated, low-yielding assets. When structured properly, a CRT can allow donors to support Continue Reading
Staying Ahead in 2026: Legal Trends and Insights You Should Know
Entering a new year often brings change, as businesses and individuals navigate a legal landscape shaped by regulatory developments, technological advancements, and evolving expectations. Each area of law presents its own considerations, and staying aware of emerging trends can support more Continue Reading
A Global Journey of Justice and Service Shapes Jennifer Lea’s Litigation Practice
The Hamilton County Herald recently published "Lea Traces Amazing Journey to Chattanooga, Law," an article that highlights Jennifer Lea and the international experiences that shaped her path to litigation and brought her to practice in Chattanooga. From her upbringing across cultures to military Continue Reading
Chambliss Estate Planning Newsletter – January 2026
Supporting Grief in the Workplace By: Sally Brewer Grief is a complicated but universal experience. Still, how you and your colleague handle it around the water cooler is anything but typical. Let's take inventory of your approach to a coworker's loss. By sharing what I've experienced as a Continue Reading
Supporting Grief in the Workplace
By: Sally Brewer Grief is a complicated but universal experience. Still, how you and your colleague handle it around the water cooler is anything but typical. Let's take inventory of your approach to a coworker's loss. By sharing what I've experienced as a family caregiver and elder care Continue Reading
Health Care: Reminder to Providers and Health Plans: Upcoming Compliance Deadline for Updates to HIPAA Notices of Privacy Practice
Many providers and health plans are aware that recent regulatory changes to the HIPAA Privacy Rule from 2024 were invalidated in court on June 18, 2025. However, as a reminder, one Privacy Rule change that survived and remains in effect is the requirement that providers and health plans that create Continue Reading
Intellectual Property: The Hidden Minefield in PR and Marketing
Every public relations (PR) campaign is also an intellectual property (IP) decision — even if it doesn't feel like one. A single social media post can spark a lawsuit. User-generated content can carry unexpected liability. Artificial intelligence (AI) is introducing new legal gray areas every day. Continue Reading
Chambliss Estate Planning Newsletter – November 2025
Understanding ABLE Accounts: What They Are and How They Work By: Rebecca Miller For individuals with disabilities and their families, saving for the future has long presented unique challenges due to the asset limits tied to essential government benefits. ABLE accounts — tax-advantaged savings Continue Reading