Estate Planning Tee Off 2026: 3 General

Courses Included

• Estate Planning Tee-off 26 - Structuring an Effective Initial Estate Planning Consultation
  
  

  The initial consultation is the highest-leverage hour in the entire engagement. It sets scope, determines whether the prospect becomes a client, shapes drafting accuracy, and drives your fee. Presenters will walk through the full arc, from intake and preparation through the interview, difficult family conversations, issue spotting, and the signed engagement letter.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Robert Hazard, Hazard Law, PLLC, Brentwood
  • 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...
• Estate Planning Tee-off 26 - From Tee Box to Tax Trap: Estate Planning Tax Hazards for Tennessee Attorneys
  
  

  Tennessee has no estate or inheritance tax — but that does not make a family’s plan tax-free. This session will walk through the federal traps hiding inside routine Tennessee estate planning: deed changes that trade a step-up in basis for probate avoidance, quitclaim deeds that are not actually exempt from recordation tax, revocable trusts oversold as tax planning, grantor trust powers that are misdrafted more often than not, and the post-death filings a successor trustee never sees coming.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/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...
  • Michael Goode, Lewis Thomason, P.C., 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 Tee-off 26 - Unspoken Courtroom Etiquette
  
  

  This session examines the written and unwritten rules of etiquette for attorneys who appear in probate court. The presenters will draw on their own experiences as judicial officers and look to guidance found in the Davidson County Local Rules, Chamber Rules, Tennessee Rules of Professional Conduct and Tennessee Code of Judicial Conduct.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:0.75

  Speakers/Producers

  

  • Judge Andra Hedrick, Seventh Circuit Court, Nashville