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Estate Planning & Probate Forum 2023: 5 General, 2 Dual
The 2023 Estate Planning & Probate Forum features the insight you need to stay on top of key developments in the practice area. This event provides seven hours of CLE, including two hours of dual credit, focused on timely, relevant topics such as: legislative updates, ethics, the annual clerk & master’s panel, real estate in probate court, estate administration and much more. Don’t miss this chance to hear from top estate planning experts.
Courses Included
- Estate Planning & Probate Forum 2023: Drafting Engagement Letters in Planning and Administration
You know you need an engagement letter, but it just doesn’t always happen. Presenters will give you a gentle reminder of the importance as well as cover the important topics that your letter should address.
Rob Malin, Pinnacle Financial Partners
Steele Cantey, Manier & Herod
Course InformationFormat:Online VideoDual Credits:1.00General Credits:0.00Speakers/Producers - Estate Planning & Probate Forum 2023: Tennessee Franchise & Excise Taxes
Estate plans often involve the creation and administration of various business entities. For estate planners in Tennessee, the use of business entities gives rise to the application of various Tennessee taxes, most notably Tennessee’s Franchise and Excise Tax. This presentation will provide a brief overview of Tennessee’s F&E Tax and its application to those business entities commonly employed by planners.
Aaron Flinn, Waller Lansden Dortch & Davis
Course InformationFormat:Online VideoDual Credits:0.00General Credits:1.00Speakers/Producers - Estate Planning & Probate Forum 2023: Dispatches from the Front: What Estate Planning Lawyers Need to Know about Estate Administration
Estate planning should be viewed (and reviewed) through a real-life lens. An estate plan should be tax efficient and compliant with legal requirements, but it should also serve your clients’ specific needs and family dynamics. In this presentation, experienced estate and trust practitioners review practical considerations (and provide suggestions for implementation) when creating and personalizing an estate plan to yield more effective estate and trust administration consistent with the decedent’s wishes while mitigating the risk and expense of conflict.
Elizabeth Hickman, Pendleton Square Trust Company
Jill Mastroianni, Waller Lansden Dortch & Davis
Course InformationFormat:Online VideoDual Credits:0.00General Credits:1.00Speakers/Producers
- Elizabeth Hickman, Pendleton Square Trust Company Inc., Nashville
- Jillian Mastroianni, Holland & Knight LLP, Nashville
Jill Mastroianni advises high net worth individuals, owners of closely-held companies, executives and other clients in complex trust and estate planning matters. Jill is well-versed in planning...
- Estate Planning & Probate Forum 2023: Probate Panel
This annual favorite will feature a panel of Clerk & Masters discussing best practices, and answering questions posed by attendees.
Charles Frazier, Law Offices of Charles R. Frazier (Moderator)
Amy Anderson, Fayette County Chancery Court
Brian Kahrs, Chief Deputy Clerk, Davidson Co. Circuit Court
Robin Miller, Clerk & Master Hamilton Co.
Course InformationFormat:Online VideoDual Credits:0.00General Credits:1.00Speakers/Producers
- Amy Anderson, Clerk & Master Fayette Co.,
- Charles Frazier, Law Offices Of Charles R. Frazier, LaVergne
Charles R. Frazier is a Board-Certified Estate Planning Law Specialist and a Tax Attorney. He earned a J.D. at the University of Tennessee College of Law, a Master of Taxation degree from Florida...
- Brian Kahrs, Davidson Co. Circuit Court,
- 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 & Probate Forum 2023: Ethics
This presentation will focus upon ethical issues commonly encountered by estate and probate lawyers, including conflicts of interest, confidentiality, and communication with unrepresented parties.
Steven Christopher, Tennessee Board of Professional Responsibility
Course InformationFormat:Online VideoDual Credits:1.00General Credits:0.00Speakers/Producers - Estate Planning & Probate Forum 2023: Special Concerns and Procedures for Handling Real Estate in Probate Court
For the lawyer practicing in probate court, it is often difficult to navigate such burning questions as: 1) Is the decedent’s interest in real estate part of the probate estate?; 2) Does the personal representative have any duty or authority regarding the real estate?; 3) Who pays the expenses of the real estate and for how long?; 4) Who may reside at the real estate and may rent be charged?; 5) When, how, and why would real estate be sold under the supervision of the probate court?; 6) How can an expedited hearing be obtained when there is a closing or foreclosure scheduled to take place before the next available hearing date?; 7) What pleadings, supporting documentation and notice are required when real property is sold by order of the probate court?; 8) Who’s name should be listed on the contract for sale?; and 9) Does the contract for sale require court approval? The presenter will explore those questions and more, walking through the most used statutes and rules of court that apply to the handling of real estate in probate court. She will also explain the differences between a full probate, a small estate administration, a muniment of title probate, and an affidavit of heirship as those options do (or in some cases do not) affect interests in real estate.
Judge Andra Hedrick, Circuit Court Judge - Davidson Co.
Course InformationFormat:Online VideoDual Credits:0.00General Credits:1.00Speakers/Producers - Estate Planning & Probate Forum 2023: Legislative Actions and Interest Items
This presentation will report on 2022 legislative actions of the Tennessee Legislature and the US Congress and proposed 2023 Tennessee Legislative action and cases and other interest items affecting estate planning, estate administration, trusts and conservatorships.
Albert Secor, The Law Firm of Thomas & Thomas
Course InformationFormat:Online VideoDual Credits:0.00General Credits:1.00Speakers/Producers
- Member: 350.00
- Non-Member: 560.00 (Includes TBA Complete Membership)
- Section: 280.00
TBA members who are judges, lawmakers and law students can take TBA CLE onsite courses at no charge for the programming. There may be a separate charge if meals, special materials or other premium features are involved.
General Credits: 5
Total Credits: 7 Highlights
- Convenient CLE package
- Ethics credit available
- Viewable from mobile device