Login
Estate Planning & Probate
Estate Planning 2020: Panel Discussion Regarding Administration of Trusts
Description:
This session includes a panel discussion by experts in the field covering decisions around setting beneficiary withdrawal rights, Change of Situs considerations, trust advisors and protectors, unusual and custom provisions and administering unique assets.
SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership. Not a TBA member? Join nowto start saving!
Speakers/Producers
- Jeffrey Carson, Diversified Trust, Franklin
Jeff Carson is a Principal with Diversified Trust Co. in Nashville, Tennessee. Jeff serves firm-wide as Senior Fiduciary Officer, charged with leadership and ongoing oversight of the Firm's...
- Michael Parham, Parham Estate Law, Memphis
- Stacy Roettger, The Trust Company of Tennessee, Knoxville
Stacy is the Chief Legal Officer of The Trust Company of Tennessee. She received a Bachelor of Arts in English, with honors, from the University of Tennessee. She then went on to receive her Juris...
This course is no longer available for purchase.
Course InformationCourse Credits
Dual Credits: 0.00
General Credits: 1.00
Total Credits: 1
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.
You may also be interested in these courses:
- Estate Planning & Probate Forum 2024: Probate PanelAdd to Cart
- Estate Planning Tee-off 2023: Silent TrustsAdd to Cart
- Estate Planning Tee-off 2023: Hybrid Club (Living Trust) or Fairway Wood (Last Will & Testament): How do you select which to use?Add to Cart
- The Rookie's Guide to Estate PlanningAdd to Cart
- Estate Planning & Probate Forum 2024: Marital DeductionsAdd to Cart
Great to learn from trustees about their practical experience.
very helpful information for dealing with corporate trustees
Great speakers!
Clarification on SECURE Act changes not affected current conduit trust provisions on past trusts was helpful as well as the ideas on supplemental trust administration and the pre-loaded cards.