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Steven K. Wood

Shareholder
Nashville
T: 615.726.5679
F: 615.744.5679
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Steven K. Wood is a shareholder in the Firm's Tax Group.

Featured Experience

Devised an estate plan for successful rancher, involving merger of related real estate companies and gifting of non-voting interests in ranch to dynasty trust for daughter and future descendants.

Successfully represented a corporate trust institution with respect to an IRS audit of an estate worth more than $70 million.

Represented professional athletes in devising their estate plans in the U.S. and abroad.

Professional Biography

Mr. Wood focuses his practice in the areas of federal and state income taxation, estate planning and administration, business law, including corporations, partnerships and limited liability companies, and tax-exempt organizations.

Prior to his law career, Mr. Wood was a member of the tax practice of a national accounting firm and is a certified public accountant.*

  • Represented sellers in a transaction valued at more than $200 million involving five quarries and related operations in the Southeastern United States.

  • Represented Franklin American Mortgage in the sale of substantially all of its assets to Citizens Financial Group (NYSE: CFG).

  • Structured grantor retained annuity trusts (GRATs) for local executive and business owner and legally shifted more than $20 million appreciation to next generation without estate or gift tax.

  • Devised an estate plan for successful rancher, involving merger of related real estate companies and gifting of non-voting interests in ranch to dynasty trust for daughter and future descendants.

  • Represented a family in utilizing their $11.58 million federal estate and gift tax exemptions with the use of gifts in trust, administration of multiple GRATs, and the sale of business interests to an intentionally defective grantor trust.

  • Represented a national trust company in the administration of an estate valued at more than $75 million, including representation in a federal estate tax audit and settlement of claims against the estate.

  • Represented a bank trust company regarding certain business trust matters.

  • Represented a regional trust company in fiduciary matters regarding trust acceptance and administration.

  • Successfully represented a corporate trust institution with respect to an IRS audit of an estate worth more than $70 million.

  • Represented professional athletes in devising their estate plans in the U.S. and abroad.

  • AV® Preeminent™ Peer Review Rated by Martindale-Hubbell
  • Listed in The Best Lawyers in America® for Trusts and Estates since 2013; Tax Law since 2008; Non-Profit/Charities Law since 2007
  • Named the Best Lawyers® 2015 Trusts and Estates "Lawyer of the Year" in Nashville; 2018 and 2013 Non-Profit/Charities Law "Lawyer of the Year" in Nashville; 2014 and 2012 Tax Law "Lawyer of the Year" in Nashville
  • Member – American Bar Association
    • Tax and Real Property and Probate Law Sections
  • Member – Tennessee Bar Association
  • Member – Nashville Bar Association
    • Past Chairman, Tax and Estate Planning Committees
  • Board of Directors – Estate Planning Council of Middle Tennessee (2016 – 2021)
  • President – Estate Planning Council of Middle Tennessee (2020 – 2021)
  • Member – Brentwood United Methodist Church
    • Past Member, Board of Trustees
    • Past Member of Staff Pastor, Parish Relations Committee
    • Past Board Member, Brentwood United Methodist Church Foundation
    • Past Member of Board of Patient Advocate Ministry, Inc.
  • The CFO Leadership Council – Nashville Chapter (January 2020)
  • "Developer Track: Tax Efficient Structures for Your Business," Tennessee Hospitality & Tourism Law Symposium, Nashville, Tennessee (July 2016)
  • "Introduction to Estate Planning," Tennessee Bar Association Annual CLE (August 2015)

*Baker Donelson is not a CPA firm.

Practices

Industries

Education

  • University of Tennessee College of Law, J.D., cum laude, 1982
  • University of Memphis, B.B.A, magna cum laude, 1978

Admissions

  • Tennessee, 1984
  • United States Tax Court, 1985
  • United States Sixth Circuit Court of Appeals, 1990

Featured Media

Potential Tax Refunds Resulting from Constitutional Issue with Franchise Tax
Publication / March 7, 2024
Summaries Released of Select Informal Conference Decisions
Publication / February 12, 2024
Legislation Filed Addressing Potential Constitutional Issue with Franchise Tax
Publication / January 24, 2024

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