Key Takeaways "The 1980s called, and they want their fax machines back." – CMS Director Dr. Mehmet Oz On May 26, 2026, regulations went into effect that, for the first time, established HIPAA standards for documentation submitted to support electronic health care claims transactions and the Continue Reading
Elder Financial Exploitation and Scam Prevention: What Families Need to Know
By: Sally Brewer As National Elder Law Month comes to an end, a time dedicated to raising awareness around the legal needs of older adults and their families, we are highlighting a significant issue facing this population today: financial exploitation. Our estate planning team regularly works Continue Reading
Tennessee’s New Rules for Noncompetes and Other Restrictive Covenants — Changes Coming July 1
Picture this: Your star sales rep jumps ship to join your primary competitor. Is your noncompete enforceable? What about other restrictive covenants? Tennessee's new law, effective July 1, 2026, will sharpen answers to these questions. Over the past few years, some states and the Federal Trade Continue Reading
Chambliss Estate Planning Newsletter – May 2026
How Does Divorce Impact Estate Planning in Tennessee? Revocation Laws, Trust Considerations, and Next Steps By: Jennifer "Jenni" Chambers-Smith The dissolution of a marriage is not only a significant life event emotionally — it also has a substantial impact on an estate plan. While there Continue Reading
How Does Divorce Impact Estate Planning in Tennessee?
Revocation Laws, Trust Considerations, and Next Steps By: Jennifer "Jenni" Chambers-Smith The dissolution of a marriage is not only a significant life event emotionally — it also has a substantial impact on an estate plan. While there may be a sense of relief once a final decree is entered, Continue Reading
Protecting Client AI Use in Litigation
A Legal Analysis of Warner v. Gilbarco, Inc., - F.Supp.3d -, 2026 WL 373043 (E.D. Mich. Feb. 10, 2026) A recent federal court decision offers new early guidance on how courts may treat client use of artificial intelligence in litigation — but it also raises important unanswered questions. In Continue Reading
Artificial Intelligence and Privilege: What Clients Need to Know
A Legal Analysis of United States v. Heppner, --- F. Supp. 3d ---, 2026 WL 436479 (S.D.N.Y. Feb. 17, 2026) A recent federal court decision is a reminder that using AI tools in connection with legal issues can pose real risks. On February 17, 2026, Judge Jed S. Rakoff of the United States District Continue Reading
Chambliss Estate Planning Newsletter – March 2026
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
