General, Solo, Small Firms, Estate Planning & Probate

Estate Planning 101: What Should Be in The Estate Plan


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.

The attached materials were excellent for attorneys learning the practice.

This was a very good presentation!

Very informative.

Excellent CLE. Practical, real-world examples of what to look out for and how to prepare.

Materials were amazing!

I was not aware that with minor children it's better to have a trust than to have to deal with the many requirements for probating a will.

the speaker do an excellent job of presenting.

Very informative and interesting!

Good setup with the 2 going back and forth. Kept the material more interesting.


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 and Probate Section
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.