MEMBER CENTER
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SESSION ONE: REALITY = UNCERTAINTY: NAVIGATING YOUR PLANNING STRATEGY
The reality is that everything is uncertain, especially with estate planning in today’s environment. Death and taxes may be certain, but there are tools you can use to navigate constant change. This presentation provides actionable ideas including disclaimers; filing an estate tax return to protect unused federal tax exemptions; the creative use of non-judicial settlement agreements for estates and trusts; and the use of QTIP elections and other guidance.
Aaron Flinn, Holland & Knight
Elizabeth Hickman, Pendleton Square Trust
SESSION TWO: WHAT COULD POSSIBLY GO WRONG? A LAWYER'S GUIDE TO SERVING AS A TRUSTEE
Estate Planning attorneys are tasked every day with advising their clients on fiduciary selection. If the client asks you to serve, should you? What could go wrong?
Branch Howard, Brown Brothers Harriman
Rob Malin, Pinnacle Financial Partners
SESSION THREE: COMMUNITY PROPERTY TRUSTS
This session will detail best practices, and pros and cons related to community property trusts.
David Parsons, David Parsons Law
SESSION FOUR: AI FOR ESTATE PLANNERS
This session will explore the rapid evolution of AI in the legal profession, with a special focus on its practical applications in law. This session will showcase real-world use cases, discuss emerging challenges and engage in a dynamic conversation about the future of AI in legal practice.
Caitlin Moon, Vanderbilt Univ. Law School
Kyle Turner, Vanderbilt Univ. Law School
Mark Williams, Vanderbilt Univ. Law School
SESSION FIVE: ETHICS
This presentation will cover an overview of the history of ethical guidance on generative AI (GAI) beginning in 2019 to present. The presenter will provide detailed information on Formal Ethics Opinion 2015-F-159 regarding cloud computing, ABA Formal Opinion 510, TN Rules of Professional Conduct, local court rules and more.
Tiffany Tant-Shafer, Tenn. Board of Professional Responsibility
SESSION SIX: PROBATE PANEL
This annual favorite will feature a panel of clerk & masters and a judge discussing best practices, and answering questions posed by attendees.
Submit Your Question Here | Handout | PowerPoint
Jennifer Exum, Baker Donelson Bearman Caldwell & Berkowitz (Moderator)
Judge Andra Hedrick, Seventh Circuit Court
Chancellor Jeffrey Atherton, Hamilton Co. Chancery Court
Judge Kathy Gomes, Shelby Co. Probate Court
SESSION SEVEN: LEGISLATIVE ACTIONS & INTEREST ITEMS
This presentation will report on 2024 legislative actions of the Tennessee Legislature and the US Congress and proposed 2025 Tennessee Legislative action and cases and other interest items affecting estate planning, estate administration, trusts and conservatorships.
Albert Secor, The Law Firm of Thomas & Thomas