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
UT Inst of Agriculture-Ofc of...
114 Morgan Hall 2621 Morgan Cir.
Knoxville, TN 37996
(865)974-7423
Immediate Past Chair
Hodges, Doughty & Carson, PLLC
617 W. Main St.
Knoxville, TN 37902
(865)292-2307

50 Years of Travel, Plus Columns on Wills, Banking, Uber

To celebrate the Journal’s 50th birthday, travel back through some of the exotic trips the TBA has taken over the years -- Rome, Mexico, the Caribbean and more. This month, columnist Eddy Smith asks (and answers) the question, "Strictly Speaking, When Is a Will Not a Will?" and in her column, Kathryn Reed Edge gives an overview of interest rates. Humor columnist Bill Haltom suggests a slight career concept change … to Uber Attorney. See the entire August Journal here.

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Strictly Speaking, When Is a Will Not a Will?

“Close don’t count in baseball. Close only counts in horseshoes and hand grenades.”
– Hall of Fame baseball player Frank Robinson[1]


When is a will not a will, even when the testator, witnesses and drafting lawyer intend it to be a will? When the statutory requirements for execution are not strictly followed. The Tennessee Court of Appeals recently reiterated that point in In re Estate of Morris.[2] The opinion should lead lawyers to check their will forms and clients’ existing wills to make sure they comply with the statute of wills.

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