Estate Planning and Probate: 3.75 General Hours

Courses Included

• EPP 2019: Income Tax Planning for Estates
  
  

  With the dramatically increased estate tax exemption, less and less planning revolves around the estate tax since it now affects so few people. As such, income tax planning for estates is now the most important planning for the majority of estate planning clients and we will cover some of the most common issues and solutions.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Michael Goode, Lewis Thomason, 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...
  • 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....
• EPP 2019: Medicaid Protection with Trusts
  
  

  Integrating estate planning with long-term care planning for trusts that are not just for the rich. Different types of trusts that can be used for reducing income tax concerns. This session will focus on tips and strategies regarding the various options for your clients.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • James Barry Jr, J Barry Law Office, Lebanon
    J Barry is in private practice in Lebanon, Tennessee, practicing elder law and estate planning for seniors and their children. In addition to graduating from the Pepperdine School of Law he also...
• EPP 2019: Charitable Planning After the 2017 Tax Act
  
  

  The Tax Cuts and Jobs Act of 2017 made major changes to the country’s tax laws. While the legislation will potentially simplify the filing process for millions of Americans, it may also complicate giving strategies for many who have historically deducted charitable contributions. This session will provide an in-depth look at topics affecting these contributions such as charitable IRA rollovers, legacy IRAs, lifetime CRATs, charitable gifts from trusts and estates, the private foundation investment tax and donor-advised funds in context of the new legislation to help advisors align donor’s philanthropic desires with new giving strategies and opportunities.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • 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...
  • Joe Chickey, Sharpe Group, Memphis
    Joe Chickey, Senior Vice President and Consulting Director for Sharpe, has worked for 30 years in the charitable arena for nonprofits and for-profits, including St. Jude Children’s Research...
• EPP 2019: Legislative Update
  
  

  This session will feature updates on legislation enacted within the last year, proposed legislation for the current legislative session and highlights of cases decided that affect the wills, trust, guardian, conservator, probate and trust administration areas.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:0.75

  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...

This course is no longer available for purchase.