Estate Planning and Probate: 2.75 General and 1 Dual (Ethics) Hours

Courses Included

• Estate Planning and Probate: Legislative Update and Other Items
  
  

  A review of Tennessee and US legislation enacted, court decisions and regulatory pronouncements affecting estate planning, estate administration and other fiduciary relationships.

  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...
• Estate Planning and Probate: International Issues in Estate Planning
  
  

  This presentation will cover important requirements when a person inherits an estate located in a foreign country, as well as reporting requirements for a personal representative for an estate with foreign assets. It will also cover what to do if a decedent failed to properly report foreign assets.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Michael Goode, Lewis Thomason, Nashville
    Michael S. Goode, shareholder in Lewis Thomason's Nashville office, focuses his practice on the tax, business, and estate planning needs of families and businesses. On an international level, he also...
• Estate Planning and Probate: Changes in the Legal Profession in our Practice
  
  

  There have been considerable changes to the practice of law, and more are forthcoming. This panel discussion will examine how the legal profession is changing for trust and estate attorneys, and how the changes impact the ethical delivery of legal services.

  Course Information

  Format:Online VideoDual Credits:1.00General Credits:0.00

  Speakers/Producers

  

  • 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...
  • 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: Charitable Planning 3D...Deductions, Disclosures, Don'ts
  
  

  This presentation will examine the basics of charitable deductions under current federal tax law, various charitable gift mechanisms, and important considerations for drafting attorneys and their clients. It will include suggestions about working with charities’ development professionals and an examination of some examples of charitable planning gone awry. 

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:0.75

  Speakers/Producers

  

  • Sherri Alley, Pinnacle Financial Partners, Knoxville
    Sherri graduated from UT College of Law in 2003. She practiced with the Maryville firm of Kizer & Black, Attorneys, PLLC in the areas of estate planning, probate, conservatorships and trusts for...