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.

 

EXCELLENT PRESENTATION! THANK YOU SO MUCH, LADIES!

Living trust is generally inappropriate

I am a newly admitted to the TN Bar and these presenters were extraordinary in their understandability, coverage of the topic, and excellence of supporting materials. (Note: I watched about 20 minutes of this on my phone and the presentation worked just as well there as my laptop; the technology worked wonderfully.)

I learned things about trusts that I was not aware of. Great overview!

I had not fully considered the benefit of a living trust for clients with real property outside TN.

Good basic program.

Helpful information on living trusts. Good presentation materials. Thanks for the course. I might go to the next live seminar on this.

Very good basics.

As advertised; helpful.

This was one of the best, if not the best, TBA webinars I have watched! (You may share with presenters.)

Helped give me additional language to be used in the wills I prepare, I didn't have the language previously...overall very practical.

Excellent advice professionally and personally.

Speakers/Producers

This course is no longer available for purchase.

Course InformationHighlights
  • 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.