Estate Planning & Probate Forum 2025, 5 General, 2 Dual

Courses Included

• Estate Planning & Probate Forum 2025: Legislative Actions & Interest Items
  
  

  This presentation will report on 2024 legislative actions of the Tennessee Legislature and the US Congress and proposed 2025 Tennessee Legislative action and cases and other interest items affecting estate planning, estate administration, trusts and conservatorships.

  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 & Probate Forum 2025: Probate Panel
  
  

  This annual favorite will feature a panel of probate judges discussing best practices, and answering questions posed by attendees.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/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...
  • 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...
  • Judge Andra Hedrick, Seventh Circuit Court, Nashville
• Estate Planning & Probate Forum 2025: Ethics
  
  

  This session will cover ethical implications of generative AI (GAI) including Tennessee formal ethics opinions, ABA Formal Opinion 510, local court rules and more.

  Course Information

  Format:Online VideoDual Credits:1.00General Credits:0.00

  Speakers/Producers

  

  • Tiffany Tant-Shafer, Tennessee Board of Professional Responsibility, Brentwood
    B.A. - University of the South, Sewanee, TN J.D. - Washburn University School of Law, Topeka, KS LL.M. - Benjamin N. Cardozo School of Law, New York, NY
• Estate Planning & Probate Forum 2025: AI Considerations for Estate Planners
  
  

  This session will explore the rapid evolution of AI in the legal profession, with a special focus on its practical applications in law. This session will showcase real-world use cases, discuss emerging challenges, and engage in a dynamic conversation about the future of AI in legal practice.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Caitlin Moon, Vanderbilt University Law School, Nashville
    Caitlin (Cat) Moon teaches law students how to leverage technology in the design and delivery of 21st century legal services in the Program on Law and Innovation at Vanderbilt Law School, her alma...
  • T. Kyle Turner, Vanderbilt University, Nashville
    Kyle Turner is the Emerging Technology and Digital Initiatives Librarian and Lecturer in Law at Vanderbilt Law School. He is also serves as a member of the Vanderbilt Artificial Intelligence...
• Estate Planning & Probate Forum 2025: Community Property Trusts
  
  

  This session will detail best practices, and pros and cons related to community property trusts.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/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....
• Estate Planning & Probate Forum 2025: What Could Possibly Go Wrong? A Lawyer’s Guide to Serving as Trustee
  
  

  Estate Planning attorneys are tasked every day with advising their clients on fiduciary selection and the ethical responsibility of trustees according to Tennessee rules. If the client asks you to serve, should you? What could go wrong?

  Course Information

  Format:Online VideoDual Credits:1.00General Credits:0.00

  Speakers/Producers

  

  • Branch Howard, Brown Brothers Harriman & Co, Nashville
  • Robert Malin, Pinnacle Financial Partners, Nashville
    Read my bio on LinkedIn: www.linkedin.com/in/robmalinesq/
• Estate Planning & Probate Forum 2025: Reality - Uncertainty – Navigating your Planning Strategy
  
  

  The reality is that everything is uncertain, especially with estate planning in today’s environment. Death and taxes may be certain, but there are tools you can use to navigate constant change. This presentation provides actionable ideas including disclaimers; filing an estate tax return to protect unused federal tax exemptions; the creative use of non-judicial settlement agreements for estates and trusts; and the use of QTIP elections and other guidance.

  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...
  • Elizabeth Hickman, Pendleton Square Trust Company Inc., Nashville