TBA Law Blog

Posted by: Jenny Jones on Mar 25, 2014

Estate Planning Forum

Estate Planning and Probate attorneys from across the state packed the Doubletree Hotel in downtown Nashville for the Tennessee Bar Association’s annual Estate Planning Forum. The day-long session featured some of Tennessee's top attorneys on estate planning techniques and probate considerations.

Produced by Knoxville attorney Donald Farinato of Holbrook Peterson Smith PLLC, the program offered updates on new legislation and case law, as well as insights into emerging trends. Many of the individual sessions are now available online. They include:

The Supreme Court’s DOMA Decision: Estate Planning For Same-Sex Couples In Tennessee
This presentation analyzed the estate planning and tax impact of the Windsor decision.
David Parsons, Baker Campbell & Parsons

Ethics for Estate Planning and Estate Administration
Attorneys implementing estate plans and administering those plans often face numerous ethical issues, such as joint representation, client confidentiality, client competence, and billing inquiries. This ethics presentation will explore many of the difficult to resolve dilemmas faced by trusts and estates attorneys.
Stephen McDaniel, Wyatt Tarrant & Combs PLLC

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.
Albert Secor, CapitalMark Bank & Trust

The New Tennessee Conservatorship Laws: Correcting the Myths
Tennessee's conservatorship statutes underwent a major overhaul effective July 1, 2013 to settle a number of areas of confusion. In this session, the following questions will be addressed: How do you get help in a hurry for a ward in distress? What is the proper role of the Guardian ad Litem? What should your petition contain? Who will pay for the proceedings?
Kelly Frere, Guyton & Frere

Planning for Portability
Portability is here to stay! No more planning necessary, right? How portability is changing estate planning and how we advise our clients.
Stacy Roettger, The Trust Co. of Knoxville

Spray-on “Tanner”: The Tennessee Supreme Court’s
Tanner decision (295 S.W.3d 610 (2009)) and its progeny can still “burn” the unsuspecting probate practitioner This presentation will provide a synopsis of the appellate rulings regarding TennCare claims against decedent’s estates and strategies for resolving TennCare claims.
Matthew Thornton, Bourland, Heflin, Alvarez, Minor & Matthews, PLC