Estate Planning and Probate Section

Once a part of the TBA Tax section, the Estate Planning and Probate section was created after it was determined that there was a need for a separate and distinct section. It now provides an annual CLE Forum and provides information through newsletters.

Chair
Chambliss, Bahner & Stophel, P...
605 Chestnut Street, Suite 1700
Chattanooga, TN 37450
(423)756-3000
Immediate Past Chair
U.S. Trust
414 Union St.
Nashville, TN 37219
(615)749-3906
Vice-Chair
Stites & Harbison PLLC
401 Commerce St., Ste. 800
Nashville, TN 37219
LinkedIn: michaelgoode
(404)680-6295

CLE on Special Needs Trusts Planned for Nov. 16

A new CLE on Special Needs Trusts will be held Nov. 16 at the Tennessee Bar Center in Nashville. This program will navigate through the tax code to maximize advantages for Qualified Disability Trusts and discuss ethical considerations of using a trust to qualify for Medicaid. There are many duties and ethical considerations associated with serving as a trustee – learn about these issues in this specialized program. 
read more »

Estate Planning 101 and 102

Get the basics in estate planning for Tennessee lawyers. Learn what should be in the estate plan, confidentiality and capacity. Attorneys Angelia Nystrom and Victoria Tillman provide pointers on planning documents and strategies. Register for Estate Planning 101 here and Estate Planning 102 here.
read more »