General, Solo, Small Firms, Estate Planning & Probate

Probate 102: Tax Returns, Title and Discovery of Assets


The purpose of this series is to assist attorneys with a fundamental understanding of estate planning and probate in Tennessee. This session will continue the discussion on the probate process in Tennessee, including basic documents required for probate, tax returns, issues related to TennCare and avoidance of probate pitfalls. Topics include:

  • Fiduciary income tax return
  • Title and discovery of assets
  • Contested wills

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 especially appreciated the helpful practice tips!

Basic information, but was a good review and reminder of procedure. Included new statutes and procedures.

Great course and tremendous materials included.

The presenter individually did a great job, and as a team their coordination was equally effective, which is not easy to do.

Content was excellent!

This had a lot of good, specific information, particularly concerning dates and timelines in filing and reporting.


Course Pricing
  • Section: 35.00
  • Member: 45.00
  • Non-Member: 75.00
TBA members who are judges, lawmakers and law students can take TBA CLE onsite courses at no charge for the programming. There may be a separate charge if meals, special materials or other premium features are involved.
Course Information Webcast - Archived Video Highlights
  • Dual PowerPoint and video presentation
  • Flexible to your schedule
  • Viewable on desktop, iPad, and mobile
  • Discount for Estate Planning and Probate Section Members
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 for Georgia and Mississippi CLE credit.