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Estate Planning & Probate
Estate Planning & Probate 2022: Practical Aspects of Trust Administration from Professional Trustees
Description:
Join top experts and trustees who will discuss practical considerations regarding trusts, best practices and more.
SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership. Not a TBA member? Join now to 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...
- Gina King, FirstBank, Franklin
Gina has thirty years of experience providing trust services to clients. She began her career in the trust department of a large corporate bank in 1991. In 2004, Gina organized the Trust...
- Robert Malin, Pinnacle Financial Partners, Nashville
Read my bio on LinkedIn: www.linkedin.com/in/robmalinesq/
- 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 InformationHighlights
General Credits: 1.00
Total Credits: 1
- View from your laptop or device
- Approved distance learning
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.
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Mr. Carson did a tremendous job leading the narration. It's very interesting to hear some of the "behind the scenes" information and discussions (especially the special assets portion) at the trust departments at Diversified, First Bank, and such.