General, Solo, Small Firms, Estate Planning & Probate

Estate Planning 102: Confidentiality and Capacity


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 basic estate planning documents and strategies, including advance directives, wills, revocable living trusts, testamentary trusts and basics of tax planning.

Other topics include:

  • Communication, confidentiality, and capacity
  • Client under a disability
  • Elements of undue influence
  • Disposition of documents

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.

Add a co-trustee to a living trust... when grantor is also trustee.

Great overview. I recently completed Wills and Estates class and this presentation serves as an excellent overview of significant issues of concern that practitioner should be aware of in the estate planning process. The information provided about elderly clients is extremely helpful to effectively help these clients.

I have greatly enjoyed 101 and 102. Insightful and understandable.


This course is no longer available for purchase.

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.