Estate Planning & Probate

Estate Planning Part 1: What Should Be In The Estate Plan

Description:

The purpose of this series is to assist attorneys with a fundamental understanding of estate planning and probate in Tennessee. This session will include an overview of basic estate planning documents and strategies, including advance directives, wills, revocable living trusts, testamentary trusts and basics of tax planning.

Other topics include:

  • What clients should know about estate planning
  • What should be in an estate plan
  • What the Estate Tax Act is
  • What clients do not understand

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member, join now to start saving.

 

I appreciated the step-by-step information shared in this presentation. The presenters are great about giving real life situations.

The materials provided with this CLE will be extremely helpful as a reference tool, especially because they included forms and example documents.

Outstanding program; outstanding presentation. Presenters are obviously experts in their field. Very helpful.

Excellent program.

Good refresher on estate planning.

Speakers/Producers


This course is no longer available for purchase.

Course Information Webcast - Archived Video Highlights
  • Dual PowerPoint and video presentation
  • Viewable on desktop, iPad, and mobile
  • Flexible to your schedule
Course Credits Dual Credits: 0.00
General Credits: 1.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to cle@tnbar.org for Georgia and Mississippi CLE credit.