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.

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

Distinctions

• Recognized by Best Lawyers® as “Ones to Watch" in Trusts and Estates, 2021-2025
• Recognized by her peers as a Kentucky Super Lawyers® Rising Star, 2016-2022

Professional Activities

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

News

Blog Posts

• “Not Too Rich, Not Too Poor- Goldilocks Planning For Middle Rich Clients,” Financial Planning Association of Middle Tennessee CE/Networking Chapter Meeting (January 2025)
• "Charitable Giving Techniques and Traps", 51st Annual Midwest-Midsouth Bondurant/Bagby Estate Planning Institute (July 2024)
• "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)
• The Basic Will and Codicil, Chapter 2 Elder Law in Kentucky 1st Edition (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)
• 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
• “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)
• Power of Attorney in Disability Planning: Silver Bullet or Landmine? ABA eCLE (February 2015)
• Hot Topics in Estate Planning from Heckerling Institute, Estate Planning Council of Southern Indiana meeting (February 2015)
• Spouses' Elective Share vs. Second Probate, NBI's Probate Boot Camp (June 2015)
• Marshalling/Valuing Assets, NBI's Probate Boot Camp (June 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.
• 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)