Estate Planning & Probate Forum 2020: 4.75 General, 1 Dual Hours

Courses Included

• Estate Planning 2020: Legislative Updates
  
  

  This session covers legislative updates in Tennessee affecting estate planners; including: trusts, tax code, guardianship and much more.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:0.75

  Speakers/Producers

  

  • Albert Secor, Thomas & Thomas Law Firm, Chattanooga
    Mr. Secor returned to the private practice of law, joining the Law Firm of Thomas & Thomas June 1, 2018.  Before returning to private practice he worked with the Trust Departments of SunTrust...
• Estate Planning 2020: Practical Will and Trust Drafting
  
  

  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.

  Course Material Available Here

   

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • David Parsons, David Parsons Law, Gallatin
    David Bate Parsons is a solo practitioner in Nashville, Tennessee.  He was previously a partner for over thirty years with the Nashville, Tennessee, law firm of Baker, Campbell & Parsons....
• Estate Planning 2020: Testimonials Regarding Probate Litigation and Will Contests
  
  

  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.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Jennifer Exum, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, Chattanooga
    Jennifer Kent Exum practices primarily in the areas of estate administration, estate planning, estate-related litigation, general civil litigation and receiverships. Jennifer works with clients to...
  • Gregory Reed, Law Office of Greg Reed, Murfreesboro
• Estate Planning 2020: Probate Panel
  
  

  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.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Newman Bankston, Egerton, McAfee, Armistead & Davis, Knoxville
    Newman Bankston is a Shareholder with Egerton McAfee Armistead & Davis, P.C. Newman's primary focus is estate and business succession planning. He regularly works with clients to create a plan for...
  • Elaine Beeler, Clerk & Master Williamson Co, Chancery Ct, Franklin
    Elaine B. Beeler serves as the Clerk and Master for Williamson County Chancery Court.  She was appointed in April, 1998, by the Circuit Judges serving as Chancellors for a six-year term and...
  • Judge Kathleen Gomes, Probate Court of Shelby County-Division One, Memphis
    Judge Kathleen N. Gomes: After earning her B.A. in Political Science from UT-Chattanooga in 1974, Judge Kathleen N. Gomes moved to Washington, D.C., and spent a year working as a Staff Assistant for a...
  • Howard Hogan, Chancery Court - 6th Judicial District, Knoxville
    Howard G. Hogan has served as Clerk and Master, Sixth Judicial District since his appointment on September 1, 1998.  Mr. Hogan graduated with a  B.A. degree from Gettysburg College in 1971...
• Estate Planning 2020: Panel Discussion Regarding Administration of Trusts
  
  

  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.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  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...
• Estate Planning 2020: Ethics for Estate Planners
  
  

  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.

  Course Information

  Format:Online VideoDual Credits:1.00General Credits:0.00

  Speakers/Producers

  

  • A McDaniel, Williams McDaniel, Memphis