TBA Law Blog

Posted by: Christy Gibson on Jan 14, 2013

Estate Planning Forum 2013

February 22, 2013 – Nashville, TN


Program Description: Join the TBA's Estate Planning Section at its annual Estate Planning Forum, where you will be able to learn from Tennessee's top attorneys on estate planning techniques and probate considerations, as well as gain insight into the new legislation and case law rulings affecting these areas.  This information-packed, full-day program will provide 6 CLE hours, including 1 hour of ethics credit.  Breakfast & Lunch will also be provided.


Program Producer:  Donald Farinato, Holbrook Peterson Smith PLLC



8:00 – 8:30 a.m.                  Registration/Breakfast/Welcome                                 

8:30 – 9:30 a.m.                  Estate Recovery: Saving Momma’s Home

We will discuss issues regarding clients in long-term care facilities and options to keep them from losing their homes; how long-term care affects planning; how to succeed when presenting your case to the county Medicaid agency; and the evolution of Tennessee estate recovery.

                                                          Monica Franklin, Elder Law Practice LLC                                              

9:30- 10:30 a.m.                 Estate Planning For Special Assets

This will be a review of estate planning for assets that require special consideration or present special challenges. The presentation will include consideration of the following: digital assets; works of art and collectibles; copyrights, patents and trademarks; vacation homes; the body; firearms; companion animals; and mineral, oil and gas properties.

                                                         David Parsons, Baker Campbell & Parsons

10:30 – 10:45 a.m.            BREAK

10:45 – 11:45 a.m.            Probate Panel: Discussion from the Bench of Estate

                                         Administration Issues

The panel will offer a judicial view of the estate administration process.  The panel will discuss both good and bad administration techniques, as well as details that one should consider throughout the estate administration process.

Moderator:  Matthew Thornton, Bourland, Heflin, Alvarez, Minor & Matthews, PLC

                                                          S. Lee Akers, Hamilton County Clerk & Master  

                                                          Judge Robert Benham, Shelby County Probate

                                                          Court Division I

                                                          Judge Randy Kennedy, Davidson County Probate


11:45 – 1:00 p.m.             LUNCH (lunch will be provided)

1:00 – 2:00 p.m.              Conservatorship Panel: Practice Issues and Recent


A few recent high-profile cases have thrust attention on Conservatorship proceedings.  There have been changes in the law regarding conservatorships, including the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act.  Additional changes in the law are anticipated in light of the Tennessee Bar Association’s conservatorship hearings held across the state.  This panel discussion addresses statutory changes and practice issues related to this area of the law.

Rebecca Blair,The Blair Law Firm

Sarah E.C. Malia, Counselor at Law

                                                          Scott Peatross, Bourland, Heflin, Alvarez, Minor &

                                                          Matthews, PLC                                                         

2:00 – 3:00 p.m.            Ethics for Estate Planning and Estate Administration (1 Dual)

Estate Planners and Administrators can face numerous ethical issues, such as joint representation, client confidentiality, client identification, and proper billing practices.  This presentation will clarify some of these dilemmas.

Eileen Burkhalter Smith, TN Board of Professional Responsibility           

3:00 – 3:15 p.m.            BREAK                                         

3:15 – 4:15 p.m.            Legislative Update

A summary of legislation adopted by and being considered by the Tennessee Legislature; legislation adopted by Congress and decisions made by various Courts and agencies affecting estate planning, estate administration and tax matters.  Be up to date on matters affecting your practice and your clients.

              Albert Secor, CapitalMark Bank & Trust

Credit hours: 

5 general, 1 dual


To register for the Estate Planning Forum 2013, please click on the following link:  http://www.tnbaru.com/CLE/catalog_course_details.php?course=7369