Estate Planning & Probate 2021: 5 General, 1 Dual

Courses Included

• Estate Planning and Probate 2021: Myth of the “Irrevocable” Trust
  Trust Modification Under the Tennessee Uniform Trust Code
  

  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.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Aaron Flinn, Holland & Knight LLP, Nashville
    Business owners and entrepreneurs, corporate officers and executives, and investors and families with inherited assets seek advice from Aaron Flinn for the purpose of ensuring financial stability and...
• Estate Planning and Probate 2021: Practicing Defensively During a Time of Crisis
  
  

  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.

  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...
  • Ashley Stearns, Trail, Coleman & Stearns,PLLC, Murfreesboro
    Stearns has built a law practice that focuses on all aspects of estate planning ranging end-to-end from living trusts to complex wills to decedent estate administration. She is the current President...
• Estate Planning and Probate 2021: Federal Transfer Tax Planning In 2021 And Beyond
  What We Now Know and What We Do Not Now Know About Using the Exemption
  

  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.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Paul Hayes, Hayes Law, PLLC, Brentood
    Paul Hayes is a founding member and tax attorney with Hayes Law, PLLC, a boutique law firm which limits its practice to the tax, trusts and estates, and litigation practice areas. His practice...
  • 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 and Probate 2021: Clerk & Masters’ Panel
  
  

  This annual favorite features a panel of Clerk & Masters discussing best practices, and answering live questions posed by attendees.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Amy Anderson, Clerk & Master Fayette Co.,
  • 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...
  • Donald Farinato, Hodges, Doughty & Carson, PLLC, Knoxville
    Donald J. Farinato is an attorney with Hodges, Doughty & Carson, PLLC in Knoxville, Tennessee.  His practice focuses on estate planning, estate administration, conservatorships, estate...
  • Robin Miller, Hamilton County Chancery Court Clerk and Master's Office, Chattanooga
    Robin L. Miller was appointed Clerk and Master in July 2014 and took office September 8, 2014. She received both her undergraduate degree and law degree from the University of...
• 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.

  Course Information

  Format:Online VideoDual Credits:1.00General Credits:0.00

  Speakers/Producers

  

  • Laura Chastain, Board of Professional Responsibility, Brentwood
    Laura is Ethics Counsel for the Board of Professional Responsibility of the Supreme Court of Tennessee. She is licensed in Tennessee, Texas and Kentucky and has been in private practice as in-house...
• Estate Planning and Probate 2021: Legislative Update
  
  

  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.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  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...