Estate Planning & Probate Forum 2026: 6 General, 1 Dual

Courses Included

• TBA Estate Planning & Probate Forum 2026: Hot Topics in Probate Court Litigation
  
  

  Experienced probate litigators will discuss current hot topics in will and trust litigation and key procedural nuances every probate lawyer should know. Topics include fiduciary fees, whether to file a petition or motion, giving notice to interested persons, use of summonses, appeals from probate rulings from judges and magistrates, when to involve the Attorney General in your case and much more.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Rebecca Blair, The Blair Law Firm, Brentwood
    Rebecca is listed in The Best Lawyers in America in the fields of Personal Injury Litigation and Business Litigation. She has been listed with Mid-South Super Lawyers since 2009. She was selected to a...
  • Lisa Helton, Sherrard Roe Voigt & Harbison, Nashville
    Lisa Helton's practice areas include estate and trust litigation, appellate practice, general and commercial litigation, landlord/tenant law, representation of homeowners associations, homeowners...
  • Andrea Sinclair, Sherrard Roe Voigt & Harbison, Nashville
• TBA Estate Planning & Probate Forum 2026: Not So Secret Agents — Practical AI for Your Law Firm
  
  

  Artificial intelligence isn’t coming to your law firm—it’s already there. This practical session will explain what AI actually is (and isn’t), introduce the concept of agentic AI, and show estate planning attorneys how to use these tools strategically in drafting, client communication and firm operations. The session will also address implementation, change management, ethics and AI safety so you can adopt these tools with confidence.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Zachary Glaser, Affinity Consulting Group, Bartlett
    Zack Glaser has been practicing Creditors’ Rights since 2011 at The Glaser Firm, P.C. In addition to practicing law, he is also the Legal Tech Advisor for Lawyerist.com, and runs the legal...
• TBA Estate Planning & Probate Forum 2026: The One Big Beautiful Bill Act
  
  

  This presentation will provide a practical overview of four key developments and strategic considerations that directly impact today’s estate planning climate: recent legislative changes under the One Big Beautiful Bill Act, the evolving role of portability in transfer tax planning, selected income tax strategies that influence estate plan design and administration, and practical guidance for navigating common planning and drafting challenges.

  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....
  • 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...
• TBA Estate Planning & Probate Forum 2026: Public Receivership Update - Lessons for Estate Planners
  
  

  This session will provide an update on the public receivership program in Hamilton County. Presenters will share lessons learned, including the program’s background and early work, current case studies and challenges, and how estate planners play a critical role in the survival of their clients’ businesses upon the owner’s death or incapacity.

  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...
  • 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...
• TBA Estate Planning & Probate Forum 2026: Conflicts of Interest in Estate Planning and Probate Practice
  
  

  This session will cover applicable rules of Professional Responsibility that drive the obligations attorneys have to detect, mediate and resolve conflicts of interest in an estate planning and probate setting. The presenter will highlight the particular pitfalls involved with conflicts of interest and estate planning and probate practice, and how these can be avoided, as demonstrated through a mix of court opinions and disciplinary actions.

  Course Information

  Format:Online VideoDual Credits:1.00General Credits:0.00

  Speakers/Producers

  

  • Arthur Cook, Bass Berry & Sims, Metairie
• TBA Estate Planning & Probate Forum 2026: Probate Panel
  
  

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

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Chancellor William Cole, Twenty-Fifth District Chancery Court, Atoka
  • 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...
  • Judge Tolbert Gilley III, Rutherford County General Sessions Judge Part III, Murfreesboro
  • Jared Smith, Sequatchie County Clerk of Court, Dunlap
• TBA Estate Planning & Probate Forum 2026: Legislative Actions & Interest Items
  
  

  This session will feature a report of statutory changes in conservatorship, guardianship, estate administration, trusts and wills that were enacted during the 2025 Legislative session, Bills pending in the same topics in the 2026 Legislative session. The session will also report on administrative announcements, and United States and Tennessee cases of interest on the above topics.

  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...