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Posted by: Lynn Pointer on Jan 31, 2014

This is an exciting time to be a member of the TBA Estate Planning & Probate Section. 

First, the Executive Council is producing the Section's annual CLE program.  The Estate Planning Forum 2014 will be held on February 28 at the Doubletree Hotel in Nashville.  All of us hope that you will make plans to attend this year's Forum as it promises to be packed with information for estate planning and administration practitioners, including sessions on planning for portability, important TennCare issues, DOMA, the impact of In Re Huber on asset protection planning, new conservatorship laws, and a legislative update.  Also, there will be a one-hour session on ethics for estate planning and administration.  Breakfast and lunch will also be provided to attendees, and all sessions will be led by distinguished practitioners. 

Second, members of the Section have been working with the TBA Public Education Committee to produce the "Legal Handbook for Tennessee Seniors."  This publication is based on a previous edition of the handbook that was published and distributed in 2001 by the TBA Elder Law Section, the TBA Young Lawyers Division, and the TBA Senior Lawyers Division.  

The previous edition of this handbook was very well received, and all copies of the book were quickly distributed based on requests.  Once completed, the updated handbook will be provided (at no cost) to TBA members via digital format for their use in counseling their clients.  TBA members will also be able to add their firm’s logo and contact information to the handbook cover for distribution to their clients. Some printed copies of the handbook will also be produced for distribution.

The updated handbook will contain practical advice on a wide range of topics, including applying for Social Security benefits, long-term care considerations, and estate planning, as well as completely new sections addressing online security and new health care legislation.  An updated list of resources relevant for Tennessee seniors will also be included.  The announcement concerning the launch and availability of this book is provided below. 

Finally, I want to take this opportunity to extend a word of thanks to the members of the Section's Executive Council who have planned our annual CLE program, reviewed various legislative items, and helped share relevant news and legal developments. 

It has been my honor to serve you, and I hope to hear from you if you have suggestions for what this Section can do to assist you in your practice.

 

Sincerely,
Donald Farinato, Chair
dfarinato@hpestatelaw.com