Estate Planning Advanced: 3.75 General and 1 Dual (Ethics) Hours

Courses Included

• Estate Planning Advanced: Legislative Update
  
  

  In this presentation, attorney Al Secor will discuss legislative updates for estate planners and other items of interest. He will go over Tennessee legislative changes (non-tax) concerning estate administration from the past year. Next, he will discuss tax related issues from the Tennessee Legislature and federal tax changes. Finally, he will address areas of interest concerning wills, premarital agreements, and tenants by the entirety accounts.

  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 Advanced: Ethics Bowl
  
  

  In this program, a panel of estate planning attorneys will be given a multiple-choice test of hypothetical ethical situations. Their answers will be compared to answers given by Laura Chastain from the Tennessee Board of Professional Responsibility. Topics include: questions concerning independent professional judgment, competency, multi-family representation, duties of prospective clients, and transmission of information over the internet.

  Course Information

  Format:Online VideoDual Credits:1.00General Credits:0.00

  Speakers/Producers

  

  • Newman Bankston, Egerton, McAfee, Armistead & Davis, Knoxville
    Newman Bankston is a Shareholder with Egerton McAfee Armistead & Davis, P.C. Newman's primary focus is estate and business succession planning. He regularly works with clients to create a plan for...
  • Jeffrey Carson, Diversified Trust, Franklin
    Jeff Carson is a Principal with Diversified Trust Co. in Nashville, Tennessee. Jeff serves firm-wide as Senior Fiduciary Officer, charged with leadership and ongoing oversight of the Firm's...
  • 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...
  • Sandra Garrett, The Board of Professional Responsibility, Brentwood
    SANDY GARRETT is Chief Disciplinary Counsel for the Board of Professional Responsibility of the Supreme Court of Tennessee. Sandy has been with the Board of Professional Responsibility since October,...
  • Joel Roettger, Gentry, Tipton & McLemore, Knoxville
    Joel D. Roettger is a shareholder in the law firm of Gentry, Tipton & McLemore, P.C., in Knoxville, Tennessee. He focuses his practice on wills, estates, and trusts.  He represents...
• Estate Planning Advanced: Medicare and Coordination of Benefits
  
  

  This presentation will provide an overview of Medicare knowledge to help you in your estate planning practice. The speaker will discuss Medicare Parts A-B-D, Advantage Plans, Supplements, IRMAA, and other Medicare insights.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:0.75

  Speakers/Producers

  

  • Frank Cardenas , FEDlogic, LLC, Nashville
    Frank Cardenas is a community advocate whose passion for serving the public and advancing human rights has led him into a career in public service. He is an Equal Opportunity Counselor for the United...
• Estate Planning Advanced: Retirement Assets
  
  

  In this session, the speakers will discuss basic concepts regarding estate planning for retirement assets. The speakers will also discuss whether it's a good idea to make retirement assets payable to a trust. The goal of this seminar is to address non-tax estate planning concerns. Finally, the speakers will address RMDs, IRS tables, Conduit Trust, and Accumulation Trust.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Joel Roettger, Gentry, Tipton & McLemore, Knoxville
    Joel D. Roettger is a shareholder in the law firm of Gentry, Tipton & McLemore, P.C., in Knoxville, Tennessee. He focuses his practice on wills, estates, and trusts.  He represents...
  • Stacy Roettger, The Trust Company of Tennessee, Knoxville
    Stacy is the Chief Legal Officer of The Trust Company of Tennessee. She received a Bachelor of Arts in English, with honors, from the University of Tennessee. She then went on to receive her Juris...
• Estate Planning Advanced: Family Law Issues in Estate Planning
  
  

  In this program, attorney David Parson will answer questions concerning estate planning in the divorce context. Some issues discussed include: what to do about your client's existing estate planning documents on divorce, the impact of the 2017 Tax Act on divorce planning, can a trustee decant to protect trust assets from the possible divorce of a trust beneficiary, and how to make trusts more difficult to reach in a divorce proceeding.

  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....

This course is no longer available for purchase.