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
U.S. Trust
414 Union St.
Nashville, TN 37219
(615)749-3906
Immediate Past Chair
UT Institute of Agriculture,...
114 Morgan Hall 2621 Morgan Cir.
Knoxville, TN 37996
(865)974-7423

Court Square 2016 Debuts in Columbia

This year’s Court Square CLE series will launch Sept. 7 at First Farmers Bank in Columbia. Nathan Ridley, Jeff Carson and Roger Maness will address legislative updates, estate planning for digital assets and family law in mediation. Learn more or register online.

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Retirement Webinar on Tap for Wednesday

The ABA Retirement Funds Program is hosting a free webinar on the role of self-directed brokerage accounts (SDBA) within retirement plans. The session will be held this Wednesday at noon Central Daylight Time. Topics include: the basics of SDBAs, the benefits of SDBAs, SDBA product details, how SDBAs work within the regulatory environment of ERISA, and trends related to SDBAs in the marketplace.

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