Estate Planning & Probate, Ethics

Estate Planning and Probate 2021: Ethical Considerations in Estate Planning and Probate


This presentation will include conflicts of interest, competence, testamentary capacity, diligence and continuing obligations for planners. The discussion will also feature updates from the Board of Professional Responsibility.


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The coverage on Rule 1.7(b) for joint representation was the most helpful segment of the presentation to me, especially Ms. Chastain's suggestions on how to deal with any joint representation dilemmas that arise.

The presentation was very informative about issues to be aware of related to representation in estate planning matters, and the need to be candid and forthright when dealing with Tennessee courts.


Course Pricing
  • Member: 45.00
  • Non-Member: 75.00
  • Section: 35.00
If you are not a TBA Member, you can join now to receive CLE discount prices and three prepaid credits.

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.