Faculty Profile: Jeffrey Carson

Jeffrey CarsonDiversified Trust3102 West End Ave #600 Nashville, TN 37203 Work Phone: (615) 386-7302Website: www.diversifiedtrust.comEmail Address:
Previous Courses Taught (8)
  • Estate Planning Advanced: Ethics Bowl
  • Estate Planning & Probate Forum 2019
  • Topgolf CLE: Estate Planning Tee-Off
  • Estate Planning & Probate Forum 2018
  • Estate Planning 2016: Ethics Bowl
  • Estate Planning & Probate Forum 2017
  • Court Square Series 2016 in Columbia
  • Estate Planning & Probate Forum 2016
Biography

Jeff Carson is Senior Vice President with Diversified Trust Co. in Nashville, Tennessee. Jeff serves firm-wide as Senior Fiduciary Officer, charged with leadership and ongoing oversight of the Firm’s comprehensive trust and estate services. Additionally, Jeff is Lead Wealth Strategist for the Nashville office, where he works to proactively deepen and broaden relationships with existing clients, as well as the development of new client relationships, through the assessment of goals, objectives, and current financial situations. Jeff promotes the Firm’s planning and trust services, both internally and externally, by serving as a subject-matter and solutions expert on estate and wealth transfer issues. Prior to joining Diversified Trust, Jeff served as Senior Vice President and Senior Trust Officer with U.S. Trust, Bank of America Private Wealth Management. Additional previous experience includes serving as Managing Attorney in the Tennessee office of Vasallo Law, P.L., a Miami-based boutique tax and estate planning law firm, as a Trust Advisor and Relationship Manager with The Northern Trust Company, as Assistant Legal Counsel for Southern Farm Bureau Life Insurance Company and as an Attorney with a boutique litigation firm early in his career. Jeff earned his undergraduate (B.A.) degree from the University of Mississippi, a law degree (J.D.) from Mississippi College School of Law and the Master of Laws (LL.M.) degree in Estate Planning from the University of Miami Law School. Jeff regularly speaks and presents on a variety of topics to professional and consumer audiences. He is actively involved with numerous community and professional organizations, including as a Board Member and current President of The Westhaven Foundation. Jeff also currently serves as the President of the Board for The Planned Giving Council of Middle Tennessee. Jeff is on the Executive Council of the Estate and Probate Section of the Tennessee Bar Association, for which he served as Program Chair in 2016-2017. Jeff is a 2018 graduate of Leadership Middle Tennessee and he is currently serving a five-year term as a Commissioner on the Historic Zoning Commission for the City of Franklin, Tennessee. Jeff also volunteers his time as a Member of the District 6 Investigation Committee of the Tennessee Board of Law Examiners, as well as legal counsel in a pro bono capacity with the Volunteer Lawyers for the Arts, a service of the Arts and Business Council of Greater Nashville. Jeff is admitted to practice in Tennessee, Mississippi and before the Northern and Southern Districts of Mississippi, Fifth Circuit Court of Appeals and the U.S. Tax Court. In the recent past, he has served with the Partnership for Philanthropic Planning of Miami-Dade, the Planned Giving Advisory Board for Miami Children’s Hospital, The Hearing and Speech Center of Florida, Inc., Special Olympics of Miami-Dade, the Miami-Dade Sports Commission.