Carter Shelton Jones, PLC

Nashville, TN

Boutique law firm on Richard Jones Road focused on tax, business planning, and estate/succession planning

Quick Facts

Category: Estate Planning
Address: 2021 Richard Jones Rd #240, Nashville, TN
Phone: (615) 200-8798
Website: https://cartersheltonlaw.com
Service area / notable facts: Founded by Brett Carter, Brian Shelton, and Warner Jones; maintains @TNTaxLawyer social media presence and tax-focused blog content; serves Davidson County and surrounding areas

Overview

Carter Shelton Jones, PLC is a boutique law firm operating out of its office on Richard Jones Road in Nashville. The firm was founded by Brett Carter, Brian Shelton, and Warner Jones, and takes its name from these three founding partners. Its boutique scale is central to how it positions itself: the firm aims to combine the scope of larger firms with the close, attentive approach of a small team.

The firm’s expertise centers on three areas: state and local tax matters, business planning, and estate and succession planning. This combination distinguishes it from a typical estate planning practice by integrating tax law knowledge into estate planning — a profile that particularly appeals to business owners and high-net-worth clients looking to optimize tax obligations during wealth and business transfer.

In its own words, the firm’s core philosophy is “practical, efficient, business-minded representation.” This approach promises a client experience focused on concrete, actionable outcomes rather than elaborate legal rhetoric.

The firm also engages in thought leadership on tax law topics through its @TNTaxLawyer social media account and blog content, reflecting how its tax-focused expertise carries through into its marketing approach. From its Nashville base, the firm serves individual and business clients throughout Davidson County and the surrounding area with estate planning, succession planning, and tax advisory services.

Services

  • State and local tax matters
  • Business planning
  • Estate planning
  • Succession planning
  • Tax advisory services

What Sets Carter Shelton Jones, PLC Apart

  • Founded and led by three named partners: Brett Carter, Brian Shelton, and Warner Jones
  • Boutique-scale firm offering large-firm scope with close, personal attention
  • Combines tax law expertise directly with estate and succession planning
  • Stated philosophy of “practical, efficient, business-minded representation”
  • Active tax law thought leadership via @TNTaxLawyer and firm blog content

Frequently Asked Questions

What services does Carter Shelton Jones, PLC offer?
The firm offers state and local tax counsel, business planning, and estate and succession planning services.

Where is Carter Shelton Jones, PLC located?
The firm’s office is located at 2021 Richard Jones Rd #240, Nashville, TN, serving clients in Davidson County and the surrounding area.

What makes Carter Shelton Jones, PLC different from other estate planning firms?
The firm integrates tax law expertise directly into its estate and succession planning work, which is particularly valuable for business owners and high-net-worth clients managing tax obligations during wealth transfer. It also maintains a boutique scale with a stated focus on practical, business-minded representation.

Who founded Carter Shelton Jones, PLC?
The firm was founded by Brett Carter, Brian Shelton, and Warner Jones, whose names form the firm’s title.

Location & Contact

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