These courses from the 2021 Estate Planning & Probate Forum feature the insight you need to stay on top of key developments in the practice area. This package provides six hours of CLE, including an hour of dual credit, and will be focused on timely, relevant topics such as legislative updates, ethics, a Clerk and Masters’ panel, planning and tax changes under the Biden administration, trust modifications and decanting and much more.
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Tennessee’s Uniform Trust Code provides several methods for modifying an otherwise irrevocable trust, and this presentation will seek to provide an overview of these methods and the issues raised by modifying an irrevocable trust.
From the planning stage to probate, this panel will explore ways to proactively protect your clients and ensure you are implementing proper protocols during a time of crisis, including a pandemic.
This program will discuss the current state of uncertainty estate planners face in light of a new Congress and Administration. Planning for the use of the federal estate and gift tax exemption will be emphasized.
This annual favorite features a panel of Clerk & Masters discussing best practices, and answering live questions posed by attendees.
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.
Join expert and Chairman of the Tennessee Probate Study Group Al Secor, who will discuss recently passed legislation affecting the practice area and what’s on the horizon for estate planning.