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Waller

Aaron B. Flinn

Aaron B. Flinn

Conselor

Waller
Tennessee, U.S.A.

tel: 615 850 8866
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Local Time: Fri. 14:38

Profile
Business owners and entrepreneurs, corporate officers and executives, and investors and families with inherited assets seek advice from Aaron Flinn for the purpose of ensuring financial stability. Serving clients with trust and estate as well as wealth preservation needs, Aaron helps craft and deliver strategies that reflect the client's values while capturing the tax benefits available under their given circumstances.

Aaron offers advice to clients on how to protect and retain wealth through strategic planning related to income, estate, gift, and generation-skipping transfer taxes. Tax-exempt and non-profit organizations also rely on Aaron for day-to-day guidance in relation to taxation and governance matters.

Aaron also assists trust officers and other fiduciaries in the administration trusts and decedents’ estates, and works with ultra-high net worth families with regards to all facets of private family trust companies in Tennessee, including the migration of trusts and other administration issues.

Bar Admissions

Tennessee
California
Florida

Education

J.D., University of Tennessee, 2004
LL.M., Taxation, University of Florida, 2005
B.S., Business Administration, University of Tennessee, 2001
Areas of Practice
Professional Career

Professional Associations

  • American Bar Association

Member, American Bar Association, Section of Taxation
Member, California Bar Association, Tax Section, Trusts and Estates Section
Member, Florida Bar Association, Tax Section, Real Property, Probate and Trust Law Section
Member, Tennessee Bar Association, Tax Section, Estate Planning and Probate Section


Professional Activities and Experience

Family Wealth and Tax Planning Associate, Hopkins & Carley, San Jose, Calif.
Mergers and Acquisitions Associate, KPMG, LLP, Mountain View, Calif.

WSG's members are independent firms and are not affiliated in the joint practice of professional services. Each member exercises its own individual judgments on all client matters.

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