Amy Morris Hess

UTK Distinguished Service and Waller Lansden Dortch and Davis Distinguished Professor of Law
B.A., 1968, Barnard College
J.D., 1971, University of Virginia
Estates and Trusts, Property, Taxation

Hess@libra.law.utk.edu

Professor Hess specializes in estates and trusts, property, and taxation. She is the successor author of the multi-volume treatise Bogert, The Law of Trusts and Trustees and her articles on federal taxation have appeared in The Tennessee Law Review, The Real Property, Probate and Trust Journal, and The Tax Lawyer. She was associate editor of the Real Property, Probate and Trust Journal from 1990 until 1997 and editor from 1997 to 2001. Professor Hess received the 2005 Treat Award for Excellence from the National College of Probate Judges for her many contributions to the development of probate and trust law. She has been honored with the Bass, Berry & Sims Award for Service to the Bench and Bar twice, the Harold C. Warner Outstanding Teacher Award twice, the UTK National Alumni Outstanding Teacher Award, and the Carden Award for Outstanding Achievement in Scholarship. Prof. Hess has been a visiting professor at the University of Missouri-Columbia, the University of Texas and the University of South Carolina, and an associate professor at the University of Colorado.

Selected Publications

Books:
An Introduction to Trusts and Estates (2002)(co-author).
Bogert: The Law of Trusts and Trustees, an 18 volume treatise supplemented annually (successor author, beginning with 1995 supplements; replacement volume on statutory standards of trust investment, 2000).

Articles:
“Freeing Property Owners from the RAP Trap: Tennessee Adopts the Uniform Statutory Rule Against Perpetuities,” 62 Tenn. L. Rev. 267 (1995).
“The Federal Transfer Tax Consequences of Joint and Mutual Wills,” 24 ABA Real Prop. Prob. & Tr. J. 469 (1990).

Professional Presentations and Service

Panelist, “The Institution of Marriage,” AALS Workshop on the Family in the Millennium, Palm Springs, Calif., March 2001.
Member, faculty, "Estate Planning in Depth," ALI-ABA course of study, Madison, Wis., June 1999.
Speaker, “Post-Mortem Tax Planning and Elections for Closely Held Business Interests,” CLE program at Spring Council and CLE meeting, ABA Section of Real Property, Probate and Trust Law, Washington, D.C., May 1997.
Speaker, “Planning for Qualified Subchapter S Trusts,” Fiduciary Income Tax Committee of ABA Section of Taxation annual meeting, Orlando, Fla., August 1996.
Speaker, “Is It Safe to Cross the Street? A Discussion of Estate of Street v. Commissioner and Other Cases on the Charging of Administration Expenses Against Income,” Fiduciary Income Tax Committee of ABA Section of Taxation, spring meeting, Washington, D.C., May 1994.
“Carryover Basis at Death: Opportunities for Post-Mortem Planning under H.R. 3496,” presented at Spring CLE and Committee Meeting, ABA Section of Real Property, Probate and Trust Law, Nashville, May 1992.
Member, Board of Directors, Knoxville Estate Planning Council, 2002-present.
Member, Tennessee Joint Study Commission on the Uniform Probate Code, 1995-97; Editor, ABA Real Property, Probate and Trust Journal, 1997-2001 (Associate Editor for Probate and Trust, 1989-97); Chair, Subcommittee on Important Developments, 1991-95, Subcommittee on Grantor Trusts, 1995-97, Committee on Fiduciary Income Tax, ABA Section of Taxation; Executive Committee member, 1987-92, and Chair, 1991, AALS Section on Donative Transfers, Fiduciaries, and Estate Planning.

Recent Achievements and Affiliations

Harold C. Warner Outstanding Teacher Award, 1993 and 2002; Bass, Berry & Sims Award for Service to the Bench and Bar, 1994 and 2001; Carden Outstanding Faculty Award for Scholarship, 1998; Chapter President, UTK Chapter of Phi Kappa Phi Honor Society, 1996-97; UTK Alumni Outstanding Teacher Award, 1994; Faculty honoree, Roosevelt Inn (University of Tennessee chapter), Phi Delta Phi Legal Fraternity, 1993.

Works in Progress

Replacements for 4 volumes of Bogert, The Law of Trusts and Trustees, to be published by West Group, 2003-2005.

July 21, 2003