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Steven K. Wood

Shareholder

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 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 $200+ million transaction involving five quarries and related operations in the Southeastern United States.

  • Represented a privately-held mortgage company in the sale of substantially all of its assets to national bank for consideration in excess of $1 billion.

  • 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.

  • Successfully represented a corporate 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® since 2007 in the areas of Trusts and Estates, Tax Law and Non-Profit/Charities Law
  • Named the 2015 Nashville  Trusts and Estates "Lawyer of the Year;" 2018 and 2013 Nashville Non-Profit/Charities Law "Lawyer of the Year;" 2014 and 2012 Nashville Tax Law "Lawyer of the Year" in The Best Lawyers in America®
  • 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 – 2019)
  • 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.

*Baker Donelson is not a CPA firm.

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