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Joseph B. Walker - Memphis, TN

Crescent Center6075 Poplar AvenueSuite 500 Memphis, TN 38119

Super Lawyers®

1

Updated: 05/07/2013

Memphis Wealth Transfer Planning (Domestic) Lawyer

Overview

Joseph "Joe" Walker joined Adams and Reese in 2006 when the firm expanded its regional footprint to Memphis. He became the Partner in Charge of the Memphis office upon joining the firm and continued in that role until 2009. He serves on the Intellectual Property and Technology and Tax teams.

Joe practices in the area of information technology/software licensing and contracting...

Joseph "Joe" Walker joined Adams and Reese in 2006 when the firm expanded its regional footprint to Memphis. He became the Partner in Charge of the Memphis office upon joining the firm and continued in that role until 2009. He serves on the Intellectual Property and Technology and Tax teams.

Joe practices in the area of information technology/software licensing and contracting. Joe is also one of a few partners in the firm and the only partner in Memphis with extensive experience in sophisticated estate and tax planning, including matters relating to obtaining and maintaining tax-exempt status for 501(c)(3) charitable organizations (such as educational and medical institutions), tax controversy matters, fiduciary compliance, asset protection and trust and probate estate matters.

Joe's key information technology clients include a broad spectrum of licensors/licensees ranging from start-up companies to global Fortune 500 corporations. His key estate and tax clients include individuals of high net worth seeking sophisticated estate planning, trust departments of financial institutions and charitable organizations seeking to establish or maintain tax-exempt status while creatively maximizing their community benefit within the 501(c)(3) environment.

Joe's significant contributions to his clients and the practice of law in general include:

·Serving the business needs of licensors or licensees of computer/information technology software, communication networks and databases (from initial development and beta sites through cloud computing) by the negotiation and drafting of proper licensing, hosting, protection, development, maintenance, marketing and consulting agreements - regardless of the size of the public or private business.

·Providing experienced counsel for obtaining tax-exempt status, avoiding tax traps and penalties in maintaining favorable tax status, and devising creative solutions for operations through targeted IRS ruling requests based upon his years of experience consulting with founders of new charitable enterprises and collaborating with other professionals and the CEO's of sophisticated educational or medical institutions regarding initiatives in the not-for-profit arena.

·Protecting lifetime assets through technical knowledge of tax, probate estates and trusts while relating to the various personalities and needs within a family. Joe is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and is one of the few estate planning attorneys who have been listed in Best Lawyers - Trusts and Estates, every year since its first edition in 1983.

In addition, Joe is a member of the Tennessee and American Bar Associations and the Estate Planning Council of Memphis. He serves on the Tennessee Probate Study Committee and formerly served as President of the Memphis Tax Watch and as President of the Tennessee Federal Tax Institute. He was named as one of the top professional legal advisors in the country and one of only three listed for the State of Tennessee in J.K. Lasser's book, Estate Planning for Baby Boomers and Retirees.

Joe is also a Mid South Super Lawyer and was named to the Top 100 in Tennessee Super Lawyers and Top 50 Memphis Area Super Lawyers. He admires President George Washington and Fred Smith, the founder of Federal Express. In his free time, Joe loves travel almost as much as planning the adventures. He also enjoys political and financial news and golf. He is married and has two adult children, a teacher and a CPA.

About Joseph B. Walker

Current Employment Position(s)

  • Partner

Practice Areas

  • Wealth Transfer Planning (Domestic)
  • Tax
  • State and Local Tax
  • Intellectual Property & Technology
  • Intellectual Property
  • Estate Administration and Probate
  • Tax Exempt Organizations
  • Taxation of Businesses
  • Estates and Trusts

Qualifications

Bar Admissions

  • Tennessee, 1973
  • U.S. Tax Court, 1976
  • U.S. Court of Appeals 6th Circuit
  • U.S. District Court Western District of Tennessee

Other Affiliations

  • Tennessee Bar Association, 1984 - 1985 (Co-Chairman, Real Estate, Probate & Trust Section)
  • American Bar Association (Member, Tax Exempt Organizations)
  • Memphis Bar Association (Member)
  • Tennessee Federal Tax Institute, 1980 - Present (Trustee)
  • Tennessee Federal Tax Institute, 1981 - 1982 (Treasurer)
  • Tennessee Federal Tax Institute, 1984 - 1985 (President)
  • The American College of Trust and Estate Counsel (Fellow)
  • American Bar Association (Member, Employee Benefits)
  • Anmerican Bar Association (Member, Generation Skipping Trusts)
  • American Bar Association (Member, Gift & Estate Tax Committees)
  • Tennessee Bar Association (Past Chairman)
  • Tennessee Probate Study Committee (Member)
  • Estate Planning Council of Greater Memphis (Member)
  • Tennessee Federal Tax Institute (Past President)
  • Memphis Tax Watch (Past President)
  • Intellectual Property and Technology Team of the Special Business Services Group (Member)
  • Tax Team of the Transactions and Corporate Advisory Services Group (Member)

Education

  • University of Memphis School of Law, Memphis, Tennessee, 1973
    J.D.
  • University of Mississippi, Oxford, Mississippi, 1969
    B.B.A.
    Major: Accounting

Fraternities and Sororities

  • Phi Delta Phi

Office Information

Address

Crescent Center6075 Poplar AvenueSuite 500 Memphis, TN 38119

Fax

  • (901) 680-7201

Achievements

Other Sources of Feedback About Joseph B. Walker

Included on the 2019 Mid-South list


Past Lists

  • 2018 Mid-South Super Lawyers list
  • 2017 Mid-South Super Lawyers list
  • 2015 Mid-South Super Lawyers list
  • 2014 Mid-South Super Lawyers list
  • 2013 Mid-South Super Lawyers list
  • 2012 Mid-South Super Lawyers list
  • 2011 Mid-South Super Lawyers list
  • 2010 Mid-South Super Lawyers list
  • 2009 Mid-South Super Lawyers list
  • 2008 Mid-South Super Lawyers list
  • 2007 Mid-South Super Lawyers list
  • 2006 Mid-South Super Lawyers list

View the profile for Joseph B. Walker on Super Lawyers

Honors

  • The Best Lawyers in America (Trusts and Estates)
  • J.K. Lasser's book, Estate Planning for Baby Boomers and Retirees
  • Mid-South Super Lawyers
  • Mid-South Super Lawyers
  • Top 50 Memphis Area Super Lawyers

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