This program presented February 2020 and sponsored by the Estate Planning and Probate section feature legislative updates, administration of trusts, practical will and trust drafting and a probate panel discussion.
This session covers legislative updates in Tennessee affecting estate planners; including: trusts, tax code, guardianship and much more.
This session is focused on the practical aspects of will and trust drafting; including when to use a revocable trust as opposed to a will, avoiding drafting defects, tax problems, execution errors, the Secure Act and much more.
Get the knowledge you need to best protect your clients with this informative presentation. The session details in depth why planners should be mindful of potential litigation issues. Topics covered include will contests, jury instruction, case examples, statistics and other concerns for planners.
A panel discussion with Clerk & Masters for east and middle Tennessee, and the judge who oversees these matters in Shelby Co. Moderated by TBA Estate Planning & Probate Section Chair Newman Bankston.
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.
This in-depth discussion is focused on ethics for estate planners; including not only the rules governing the practice, but also the sources, considerations and reasoning for adoption of these rules.