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.

University of Tennessee
600 Andy Holt Tower
Knoxville, TN 37996
Immediate Past Chair
Holbrook Peterson & Smith PLLC
Tyson Place Ste 150, 2607 Kingston Pike
Knoxville, TN 37919

BPR Opinion Looks at Disclosure of Client Wills

A formal ethics opinion issued by the Board of Professional Responsibility on June 13 looks at whether a lawyer who represented a testator can refuse to disclose the will prior to the client’s death based on attorney-client privilege or confidentiality. The opinion was requested by an attorney who says it is becoming more common for courts to order wills and other testamentary documents drafted for competent clients be made available to guardians or conservators handling the affairs of the individual after he or she is no longer competent.

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Memphis Lawyer Dies

Memphis lawyer William Clary Lunsford died Sunday (June 8). Born in 1939, Lunsford received his law degree from Vanderbilt University and worked at Pete Marrick in Little Rock, Arkansas, before practicing Tax and Estate Law in Memphis at the old Montidonico Firm. Later he was a partner at Laughlin Halle Law Firm. Funeral services were held Monday. In lieu of flowers, memorials may be sent to Grace-St. Luke's Church in Memphis, Grace Episcopal Church, P.O. Box 1791 in Anniston, Alabama, or to the charity of one's choice.

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