AGENDA 

FACULTY BIOS

ATTENDANCE FORM

PROGRAM EVALUATION

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VIRTUAL EXHIBIT HALL OF SPONSORS

 


COURSE MATERIAL


 

SESSION ONE: MYTH OF THE “IRREVOCABLE” TRUST: TRUST MODIFICATION UNDER THE TENNESSEE UNIFORM TRUST CODE 

PowerPoint Presentation

Tennessee’s Uniform Trust Code provides several methods for modifying an otherwise irrevocable trust, and this presentation will seek to provide an overview of these methods and the issues raised by modifying an irrevocable trust. 

Aaron Flinn, Waller Lansden Dortch & Davis

 

SESSION TWO: PRACTICING DEFENSIVELY DURING A TIME OF CRISIS

Outline

From the planning stage to probate, this panel will explore ways to proactively protect your clients and ensure you are implementing proper protocols during a time of crisis, including a pandemic. 

Ashley Stearns, Trail Coleman & Stearns
Jennifer Exum, Chambliss Bahner & Stophel

 

SESSION THREE: FEDERAL TRANSFER TAX PLANNING IN 2021 AND BEYOND: WHAT WE KNOW AND WHAT WE DO NOT KNOW ABOUT USING THE EXEMPTION

Outline

PowerPoint Presentation

This program will discuss the current state of uncertainty estate planners face in light of a new Congress and Administration. Planning for the use of the federal estate and gift tax exemption will be emphasized. 

David Parsons, Attorney at Law
Paul Hayes, Howard Mobley Hayes & Gontarek

 

SESSION FOUR: CLERK AND MASTERS' PANEL

Panel Presentation only. Submit questions in advance here.

This annual favorite features a panel of Clerk & Masters discussing best practices, and answering live and pre-submitted questions posed by attendees.

Donald Farinato, Hodges, Doughty & Carson (Moderator)
Amy Anderson, Clerk & Master Fayette County
Elaine Beeler, Clerk & Master Williamson Co.
Robin Miller, Clerk & Master Hamilton Co.

 

SESSION FIVE: ETHICAL CONSIDERATIONS IN ESTATE PLANNING AND PROBATE (DUAL)

PowerPoint Presentation

This presentation will include conflicts of interest, competence, testamentary capacity, diligence and continuing obligations for planners. The discussion will also feature updates from the Board of Professional Responsibility.

Laura Chastain, Tenn. Board of Professional Responsibility

 

SESSION SIX: LEGISLATIVE UPDATE

Outline

Elective Share Evaluator

Waiver of Elective Share

Join expert and Chairman of the Tennessee Probate Study Group Al Secor, who will discuss recently passed legislation affecting the practice area and what’s on the horizon for estate planning.

Al Secor, Thomas & Thomas Law Firm