Drawing on over 20 years of progressive entrepreneurial and law practice problem-solving experience, I am unswervingly committed to the development and persuasive communication of creative cross-disciplinary planning solutions for wealth creation, preservation, and transfer to clients and like-minded professionals while maintaining a devotion to the timely delivery of results along with an experience beyond their expectations.
Practice areas
20 years, 150 cases
20 years, 1,000 cases
22 years, 1,000 cases
22 years, 750 cases
22 years, 800 cases
Languages spoken
English
State | Status | Acquired | Updated |
---|---|---|---|
TN | Active | 2005 | 01/18/2021 |
FL | Member in Good Standing | 2004 | 12/20/2020 |
GA | Active Member in Good Standing | 1999 | 12/21/2020 |
Legal answers | 279 |
Legal guides | 0 |
Award name | Grantor | Date granted |
---|---|---|
Who's Who Among American Executives and Professionals | Cambridge Worldwide | 2006 |
Title | Company name | Duration |
---|---|---|
Managing Shareholder | WelchCounsel, PC | 2015 - Present |
Shareholder/Managing Director | Private Client Law Group | 2014 - 2015 |
General Counsel | Arrow Exterminators | 2012 - 2014 |
Partner | Sanders Welch LLC | 2002 - 2012 |
Association name | Position name | Duration |
---|---|---|
MidSouth Estate Planning Forum | Member | 2005 - Present |
Florida Bar, Real Property, Probate and Trust Law Section | Member | 2005 - Present |
State Bar of Georgia, Taxation Law Section | Member | 2005 - Present |
WealthCounsel | Member | 2002 - Present |
State Bar of Georgia, Fiduciary Law Section | Member | 2002 - Present |
ePlanners Educational Alliance | Member | 2008 - 2017 |
---|---|---|
Tennessee Bar Association | Member | 2008 - 2016 |
Estate Planning Council of the Emerald Coast | Member | 2005 - 2008 |
Florida Bar, Tax Section | Member | 2005 - 2017 |
Florida Bar, Business Law Section | Member | 2005 - 2017 |
State Bar of Georgia, Business Law Section | Member | 2004 - 2017 |
North Georgia Estate Planning Council | Member | 2003 - 2012 |
Publication name | Title | Date |
---|---|---|
Atlanta Bar Association | Catch Me If You Can!: Planning Gimmicks and What's In A Name | 2011 |
School name | Degree | Graduated |
---|---|---|
University of Georgia School of Law | JD - Juris Doctor | 1998 |
Georgia State University | BA - Bachelor of Arts | 1996 |
Conference name | Title | Date |
---|---|---|
WHY YOUR CLIENTS NEED LIFE INSURANCE: SURPRISING OPPORTUNITIES IN A HIGH EXEMPTION ESTATE TAX REGIME | Income and Estate Tax Planning | 2016 |
Selling Your Business Without Fracturing Your Family: Succession Planning for the Closely-Held Company | Business Succession Planning | 2011 |
Catch Me If You Can!: Planning Gimmicks and What's In A Name | Asset Protection | 2011 |
Ethical Considerations With The Typical Business Succession Client: A Transactional Case Study | Ethics and Business Succession Planning | 2010 |
Estate Planning Traps For The Unwary: What Everyone Should Know Before They See An Attorney | Estate Planning | 2007 |
Legacy Building: Motivating Donors and Mobilizing Financial Capacity | Charitable Planning | 2005 |
---|---|---|
Use of Life Insurance and Valuation Discount Planning in Avoiding the 75% Tax Trap on Qualified Plans | Income and Estate Tax Planning | 2005 |
A Biblical Philosophy of Stewardship | Charitable Planning | 2004 |
Case name | Outcome |
---|---|
High Net Worth Life Insurance Planning | 125MM life insurance; 2.2MM ordinary income tax deductions; 1.5MM premium reductions |
Commercial Real Estate Refinance | 150K annual debt service reduction |
Gift Tax Planning | 13MM generational wealth transfer; zero gift tax. |
S Corporation Planning | 40% lease cost reduction; 50MM tax liability avoidance |
401(k) Plan Restructuring | Plan administration fee reduction over 35 basis points |
Business Succession Planning | 65MM potential estate and gift atx savings |
---|---|
HNW Wealth Transfer Planning | 600K ordinary income tax deduction; 40MM potential estate and gift tax savings. |
Asset Preservation Planning | 10MM reduction debt/surety liability; |
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Mon Jan 22 2018
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Thu Apr 06 2017
Conner Watts, Estate planning Attorney on Dec 19, 2018
Relationship: Worked for lawyer
Steve is one of the brightest and most intelligent individuals that I know. He can handle your legal matter with pristine care. I endorse this lawyer.
Randall Borkus, Estate planning Attorney on Jan 8, 2018
Relationship: Worked together on matter
I have had the pleasure of working with and learning from Steven for many years in at least two national groups of estate planning attorneys. His skill, knowledge, and advice are the standard of excellence in the areas in which he focuses his practice. His clients speak highly of him and so do his colleagues. That professional reputation is both impeccable and deserved. I whole heartily endorse Steven and urge you to consider him for your estate, business and asset preservation planning needs.
Joseph Yolofsky, Estate planning Attorney on Nov 21, 2017
Relationship: Worked together on matter
What an opportunity it was to collaborate with Steve on an inbound international tax matter in the preparation of an estate plan. Steve's extensive experience with these topics made working with him a simple affair. Throughout the process, he regularly communicated and updated the team on his progress. The matter was successfully resolved in the client's favor. You would do well to bring Steve on as your counsel. He will ensure you receive the highest level of concierge service and will also keep you smiling.
Larry Bray, Estate planning Attorney on Apr 14, 2017
Relationship: Fellow lawyer in community
Steven and I participate in a national study group of estate planning attorneys. He is knowledgeable, professional and experienced and he takes great care with each of his clients. Steven is committed to excellence for all of his clients. I find him to be an attorney that clients can trust and rely upon who provides high quality work that is personalized to each client’s needs. Steven is creative and finds innovative ways to help clients. He is respected by clients and other attorneys across the country. I endorse Steven Thomas Welch as an estate planning, trust, business and tax attorney.
Genevieve Dame, Contracts and agreements Attorney on May 12, 2016
Relationship: Fellow lawyer in community
I endorse this lawyer.
Matthew Ausley, Estate planning Attorney on May 6, 2016
Relationship: Worked for lawyer
Steven is not only an experienced attorney; he has one of the sharpest minds I have ever encountered. That is high praise in a professional space occupied predominately with great and powerful thinkers. I trust Steven’s legal acumen and ethical commitment, which I know are in the highest echelon of the legal profession.
Bradford Stevens, Estate planning Attorney on May 3, 2016
Relationship: Other
Steven is an excellent attorney and very knowledgeable in the business and tax side of the practice. I met Steve at a professional association of estate planning attorneys and would recommend him to anyone seeking a highly qualified and experienced attorney.
S. Stone, Estate planning Attorney on May 2, 2016
Relationship: Other
I endorse this lawyer. Steven is highly competent and experienced in estate planning for both traditional and high net worth families. His background in tax and corporate transactions gives him an advantage when working with families with complex transactions or assets, such as closely held businesses. I highly recommend Steven's professional services.
Larry Gibbs, Corporate and incorporation Attorney on Apr 6, 2016
Relationship: Worked together on matter
I endorse this lawyer. Prompt, ethical. Above average qualifications for complex estate planning, business organization, and federal/estate taxation.
Matthew Majors, Estate planning Attorney on Apr 6, 2016
Relationship: Worked together on matter
I have worked with Steven on several estate and business planning matters. Steven is very professional and a pleasure to work with. He is a knowledgeable and experienced estate planning attorney.
Mr. Welch is a highly competent estate planning attorney. He works tirelessly for his clients and I would recommend him to anyone looking for a great estate planning attorney. I would welcome the chance to work with him again.
David Goldman, Estate planning Attorney on Apr 6, 2016
Relationship: Worked together on matter
I have worked with Mr Welch on estate planning matters as well as family law issues for several years. He is always very responsive and treats clients correctly. I would highly recommend taking a look at Mr. Welch's new firm if you are looking for legal services in GA
James Voeller, Estate planning Attorney on Apr 6, 2016
Relationship: Fellow lawyer in community
I have known Steve Welch for over 10 years. Steve is a highly respected member of the estate planning community. What is unique about Steve is that he is a kind and compassionate attorney who truly cares about his clients. He is not a lawyer who speaks down to people. Steve will discover what your goals are and then will offer solutions that will give you true peace of mind. I highly endorse Steve Welch. You will never regret hiring him. Jim Voeller
Stanley Miller, Estate planning Attorney on Apr 5, 2016
Relationship: Worked together on matter
I endorse this lawyer.
J. Warren, Estate planning Attorney on Jul 30, 2015
Relationship: Worked together on matter
Steve is an excellent attorney who brings knowledge, wisdom and experience to the estate planning process for clients. I highly recommend him.
Jennifer Taddeo, Real estate Attorney on Mar 2, 2011
Relationship: Worked together on matter
I endorse this lawyer. As a Massachusetts attorney who focuses my practice in estate planning, I often have clients with Florida property, and so have needed to find an attorney who is licensed in Florida and who can work to transfer my clients' property in an efficient, effective manner. Attorney Welch has been that attorney for my clients and me time and time again. I have great confidence in his abilties, and look forward to working with him again.
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