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Professionals

Mary Elizabeth Anderson

Senior Associate

P 502-562-7178 F 502-589-0309

500 West Jefferson Street
Suite 2800
Louisville, KY 40202

 

Beth is a member of the Firm's Trusts, Estates & Personal Planning Service Team.  She concentrates her practice in the areas of estate planning, trust administration, estate tax, inheritance tax, gift tax, probate, business planning and elder law.

Mary Elizabeth Anderson

Location

500 West Jefferson Street
Suite 2800
Louisville, KY 40202

Honors

  • Recognized by her peers as a Kentucky Super Lawyers® Rising Star, 2016-2019

Education

2012 - L.L.M., The Philip E. Heckerling Graduate Program in Estate Planning, University of Miami School of Law

2011 - J.D., University of Tennessee College of Law

2005 - B.S., University of Tennessee

Presentations

  • “A Collaborative Approach to Major & Planned Gifts,” Charitable Gift Planners of Kentuckiana Panel Discussion (September 2019)
  • “Fixing Bad Trusts Under the Kentucky UTC,” 45th Annual Midwest-Midsouth Estate Planning Institute (July 2018)
  • “Crossing Boundaries: Comparison of State Trust Codes,” 44th Annual Midwest-Midsouth Estate Planning Institute (July 2017)
  • “Powers of Attorney and Financial Institutions: Oil and Vinegar?,” ABA RPTE 2017 Spring Symposia (April 2017)
  • “Kentucky's New Uniform Trust Code,” 35th Annual Conference on Legal Issues for Financial Institutions (October 2015)
  • “Trust Me: Understanding Kentucky’s New Tax Code,” Kentucky District Judges College (September 2015)
  • Living with the Uniform Trust Code and Decanting: What Have We Learned? 42nd Annual Midwest-Midsouth Estate Planning Institute (July 2015)
  • Marshalling/Valuing Assets, NBI's Probate Boot Camp (June 2015)
  • Spouses' Elective Share vs. Second Probate, NBI's Probate Boot Camp (June 2015)
  • Hot Topics in Estate Planning from Heckerling Institute, Estate Planning Council of Southern Indiana meeting (February 2015)
  • Power of Attorney in Disability Planning: Silver Bullet or Landmine? ABA eCLE (February 2015)
  • The Uniform Trust Code, Lexington Financial Institutions Seminar (October 2014)
  • Everything You Need to Know about the Newly Adopted Uniform Trust Code, 2014 Kentucky Law Update, Owensboro, Kentucky (October 2014)
  • Selected Cases Interpreting the Uniform Trust Code, 41st Annual Midwest-Midsouth Estate Planning Institution, Lexington, Kentucky (July 2014)
  • Review of the Past Year's Significant, Curious, or Downright Fascinating Fiduciary Cases, 41st Annual Midwest-Midsouth Estate Planning Institution, Lexington, Kentucky (July 2014)
  • Power of Attorney in Disability Planning: Silver Bullet or Landmine? ABA Section of Real Property, Trust and Estate Law Spring Symposia (May 2014)
  • Turney Berry & Friends 2013 Live Update: Estate planning for the rich, poor, and folks next door (June 2013)

Publications

  • The Basic Will and Codicil, Chapter 2 Elder Law in Kentucky 1st Edition (2018)
  • The Tools & Techniques of Trust Planning, 1st Edition Leimberg Library (2016) and 2nd Edition (2019) (contributing author)
  • Basic Estate Planning Documents in Kentucky: The Basic Will & Codicil; Advance Directives; and Durable Power of Attorney, Chapter 4 Kentucky Estate Planning 4th Edition (UK/CLE) (2015)
  • "Trends and Developments in Fiduciary Law," Trusts & Estates, May 2015
  • "An Overview of Kentucky's Uniform Trust Code," Louisville Bar Association's Bar Briefs, Jan. 2015
  • Multi-State Problems in Estate Administration, Chapter 10, Kentucky Estate Administration 5th edition, 2014 update author
  • "Agent Authority to Enter Arbitration Agreements within Nursing Home Admission Forms," ABA Real Property Trust & Estate Law eReport, Feb. 2014.

Professional Activities and Memberships

  • American Bar Association
    • Section of Real Property Trust & Estate Law, Elder Law and Special Needs Planning Group, Group Chair
    • Section of Real Property Trust & Estate Law, Diversity and Inclusion Committee, Member
    • Section of Real Property Trust & Estate Law, Heckerling Reporter
    • Liaison to the Uniform Law Commission, Fundraising Through Public Appeals Act
  • Kentucky Bar Association, Probate Section Immediate Past Chair
  • Estate Planning Council of Metro Louisville, Vice Chair
  • Louisville Bar Association, Member
  • Tennessee Bar Association, Member
  • Florida Bar Association, Member

Admissions

  • Kentucky
  • Tennessee
  • Florida

Civic Involvement

  • Friends of the Louisville Free Public Library, Highlands-Shelby Park Branch President

  • Leadership Louisville’s Focus Louisville Program, Class of 2012

Honors

  • Recognized by her peers as a Kentucky Super Lawyers® Rising Star, 2016-2019

Education

2012 - L.L.M., The Philip E. Heckerling Graduate Program in Estate Planning, University of Miami School of Law

2011 - J.D., University of Tennessee College of Law

2005 - B.S., University of Tennessee

Presentations

  • “A Collaborative Approach to Major & Planned Gifts,” Charitable Gift Planners of Kentuckiana Panel Discussion (September 2019)
  • “Fixing Bad Trusts Under the Kentucky UTC,” 45th Annual Midwest-Midsouth Estate Planning Institute (July 2018)
  • “Crossing Boundaries: Comparison of State Trust Codes,” 44th Annual Midwest-Midsouth Estate Planning Institute (July 2017)
  • “Powers of Attorney and Financial Institutions: Oil and Vinegar?,” ABA RPTE 2017 Spring Symposia (April 2017)
  • “Kentucky's New Uniform Trust Code,” 35th Annual Conference on Legal Issues for Financial Institutions (October 2015)
  • “Trust Me: Understanding Kentucky’s New Tax Code,” Kentucky District Judges College (September 2015)
  • Living with the Uniform Trust Code and Decanting: What Have We Learned? 42nd Annual Midwest-Midsouth Estate Planning Institute (July 2015)
  • Marshalling/Valuing Assets, NBI's Probate Boot Camp (June 2015)
  • Spouses' Elective Share vs. Second Probate, NBI's Probate Boot Camp (June 2015)
  • Hot Topics in Estate Planning from Heckerling Institute, Estate Planning Council of Southern Indiana meeting (February 2015)
  • Power of Attorney in Disability Planning: Silver Bullet or Landmine? ABA eCLE (February 2015)
  • The Uniform Trust Code, Lexington Financial Institutions Seminar (October 2014)
  • Everything You Need to Know about the Newly Adopted Uniform Trust Code, 2014 Kentucky Law Update, Owensboro, Kentucky (October 2014)
  • Selected Cases Interpreting the Uniform Trust Code, 41st Annual Midwest-Midsouth Estate Planning Institution, Lexington, Kentucky (July 2014)
  • Review of the Past Year's Significant, Curious, or Downright Fascinating Fiduciary Cases, 41st Annual Midwest-Midsouth Estate Planning Institution, Lexington, Kentucky (July 2014)
  • Power of Attorney in Disability Planning: Silver Bullet or Landmine? ABA Section of Real Property, Trust and Estate Law Spring Symposia (May 2014)
  • Turney Berry & Friends 2013 Live Update: Estate planning for the rich, poor, and folks next door (June 2013)

Publications

  • The Basic Will and Codicil, Chapter 2 Elder Law in Kentucky 1st Edition (2018)
  • The Tools & Techniques of Trust Planning, 1st Edition Leimberg Library (2016) and 2nd Edition (2019) (contributing author)
  • Basic Estate Planning Documents in Kentucky: The Basic Will & Codicil; Advance Directives; and Durable Power of Attorney, Chapter 4 Kentucky Estate Planning 4th Edition (UK/CLE) (2015)
  • "Trends and Developments in Fiduciary Law," Trusts & Estates, May 2015
  • "An Overview of Kentucky's Uniform Trust Code," Louisville Bar Association's Bar Briefs, Jan. 2015
  • Multi-State Problems in Estate Administration, Chapter 10, Kentucky Estate Administration 5th edition, 2014 update author
  • "Agent Authority to Enter Arbitration Agreements within Nursing Home Admission Forms," ABA Real Property Trust & Estate Law eReport, Feb. 2014.

Professional Activities and Memberships

  • American Bar Association
    • Section of Real Property Trust & Estate Law, Elder Law and Special Needs Planning Group, Group Chair
    • Section of Real Property Trust & Estate Law, Diversity and Inclusion Committee, Member
    • Section of Real Property Trust & Estate Law, Heckerling Reporter
    • Liaison to the Uniform Law Commission, Fundraising Through Public Appeals Act
  • Kentucky Bar Association, Probate Section Immediate Past Chair
  • Estate Planning Council of Metro Louisville, Vice Chair
  • Louisville Bar Association, Member
  • Tennessee Bar Association, Member
  • Florida Bar Association, Member

Admissions

  • Kentucky
  • Tennessee
  • Florida

Civic Involvement

  • Friends of the Louisville Free Public Library, Highlands-Shelby Park Branch President

  • Leadership Louisville’s Focus Louisville Program, Class of 2012

Mary Elizabeth Anderson