Estate Planning & Probate, Ethics

Estate Planning & Probate Forum 2018


Join estate planning and probate practitioners from across the state at TBA's annual forum. Speakers will address family law issues, IRA planning and best practices, Medicare benefits and our legislative update with Albert Secor of Southeastern Trust Company. The popular probate panel returns with Chancellor Jeffrey Atherton, Judge Kathleen Gomes and attorneys Matthew Thorton and Jennifer Exum to offer guidance and answer questions. You will have the opportunity to visit with colleagues, learn from sponsors and share ideas during lunch.

Thank you to our Sponsors, Exhibitors and Advertisers:

American Cancer Society—Breakfast Sponsor

Argent Trust—Break Sponsor

Franklin Synergy Bank—Break Sponsor

Lunch Sponsor—Patton Albertson & Miller

Egerton, McFee, Armistead & Davis, PC—Exhibitor

Case Antiques Inc.—Exhibitor

Lexis Nexis—Exhibitor

Lawgic, LLC—Exhibitor 

Vista Points—Exhibitor

Diversified Trust—Exhibitor 

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and save on this course. Not a TBA member? Join now to start saving.


This course is no longer available for purchase.

Course Information February 23, 2018
  • Registration: 8:00 AM - 8:30 AM
  • Schedule: 8:30 AM - 4:00 PM
  • Discount for Estate Planning & Probate section members
  • Networking opportunities
  • Ethics Credit
  • Lunch Included
Course Credits Dual Credits: 1.00
General Credits: 5.00
Total Credits: 6

This program will be filed for Tennessee CLE credit. Please contact TBA for Georgia, Mississippi and Alabama credit.

Course Agenda

View or download agenda now