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Estate Planning & Probate 2024: 5.75 General, 1 Dual
The 2024 Estate Planning & Probate Forum features the insight you need to stay on top of key developments in the practice area. The event provides seven hours of CLE, including one hour of dual credit, focused on timely, relevant topics such as: avoiding probate, legislative updates, ethics, the annual clerk & master’s panel, marital deductions, public receivership and much more.
SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and save on this course. Not a TBA member? Join now to start saving. Not an Estate Planning Section member? Join the section for additional savings and benefits.
Courses Included
- Estate Planning & Probate Forum 2024: Legislative Actions & Interest Items
This presentation will report on 2023 legislative actions of the Tennessee Legislature and the US Congress and proposed 2024 Tennessee Legislative action and cases and other interest items affecting estate planning, estate administration, trusts and conservatorships.
Course InformationFormat:Online VideoDual Credits:0.00General Credits:1.00Speakers/Producers - Estate Planning & Probate Forum 2024: Common Errors That Lead to the Filing of Board Complaints
This presentation will cover some of the most common mistakes made by Tennessee attorneys that lead to the filing of board complaints and the imposition of disciplinary sanctions, including errors relating to conflicts of interest regarding prospective clients, handling cases on a pro bono basis, misunderstandings relating to practicing in an office sharing arrangement and ghost-writing.
Course InformationFormat:Online VideoDual Credits:1.00General Credits:0.00Speakers/Producers - Estate Planning & Probate Forum 2024: Marital Deductions
This session will cover selected martial deduction issues ranging from sunset of the federal estate tax exemption, utilizing inter vivos QTIP trusts, portability, testamentary QTIP trusts, marital deduction trusts owning pass-thru business interests, and retirement benefits paid to marital deduction trusts.
Course InformationFormat:Online VideoDual Credits:0.00General Credits:1.00Speakers/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....
- 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...
- David Parsons, David Parsons Law, Gallatin
- Estate Planning & Probate Forum 2024: Probate Panel
This annual favorite will feature a panel of Clerk & Masters and a probate judge discussing best practices, and answering questions posed by attendees.
Course InformationFormat:Online VideoDual Credits:0.00General Credits:1.00Speakers/Producers
- 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...
- 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...
- 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...
- Jakob Schwendimann, Williamson County Chancery Court, Franklin
- Charles Frazier, Law Offices Of Charles R. Frazier, LaVergne
- Estate Planning & Probate Forum 2024: Business Interests in Estates: The Creation of a Statute Allowing a Receiver
This session will explore the steps taken in Hamilton County to create a statute allowing a receiver to be appointed over a Decedent’s business interests in probate. In addition to their local and legislative efforts, presenters will discuss how the office of the Public Receiver has been successfully implemented in Hamilton County to protect what is often the largest asset in a Decedent’s estate.
Course InformationFormat:Online VideoDual Credits:0.00General Credits:1.00Speakers/Producers
- Jeffrey Atherton, Hamilton County Chancery Court, Chattanooga
- 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...
- Estate Planning & Probate Forum 2024: Splitting Heirs’ (Property): An Overview of the New Partition Act
In 2022, Tennessee adopted the Uniform Partition of Heirs Property Act. This act addresses the inequity that resulted under prior law where a third party could buy out one heir, force a partition sale and then buy valuable property for a song. The new law establishes a process to provide heirs (1) a realistic opportunity to keep the property in the family and/or (2) a better chance to be bought out at market value.
Course InformationFormat:Online VideoDual Credits:0.00General Credits:0.75Speakers/Producers - Estate Planning & Probate Forum 2024: No Will – No Probate – No Problem?
When someone dies there are things to do but sometimes no need to go to court. This panel explores practical ways to help: With real property in estates; How to navigate situations when there’s no need to open an estate; When you can open a small estate; When to look at the Muniment of Title statute; and how to deal with common situations so you can help your clients.
Course InformationFormat:Online VideoDual Credits:0.00General Credits:1.00Speakers/Producers
- Member: 340.00
- Non-Member: 540.00 (Includes TBA Complete Membership)
- Section: 270.00
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: 5.75
Total Credits: 6.75 Highlights
- Convenient CLE package
- Ethics credit available
- Section discount available
- Viewable from mobile device