News

This Week's Wellness Item Was Based on TBJ 'Older & Wiser' Column

Yesterday's “Wellness Wednesday” item about recognizing and addressing dementia in your clients was correctly attributed to authors Matt and Kelly Frere but should have noted that their column in the Tennessee Bar Journal is called “Older & Wiser.” Read the article here.

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New TBA Sidebar Podcast Episode Shares Benefits of Improv Comedy For Lawyers

A new installment of the Tennessee Bar Association Podcast Network show, Sidebar, is now available. The episode focuses on improv skills for attorneys and features interviews with the co-owner of the Third Coast Comedy Club in Nashville and Kirsten Jacobson, staff attorney at the Tennessee Alliance for Legal Services and improv student. Sidebar is available on the TBA's website or anywhere you listen to podcasts, including Spotify, Apple Podcasts, Google Play, Stitcher and TuneIn. Simply search the show title of "Tennessee Bar Association." Do you have a story lead you'd like to hear on a future episode? Submit your ideas here.

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Deputy Commissioner of TennCare Roberts to Speak at TBA Health Law Forum

As Tennessee deals with the rising medical needs of its rural citizens and seeks to realize its Medicaid block grant proposal, there are many developments on the horizon for TennCare. TBA Health Law Section member and Deputy Commissioner of TennCare Gabe Roberts will address some of these plans on Oct. 17 at the 31st Annual TBA Health Law Forum. Roberts’ address — along with presentations by Johns Hopkins health policy expert and New York Times bestselling author Marty Makary and health care policy advisor to the White House Larry Van Horn — will make this year’s forum the must-see, must-do event in health law. You can learn more and see the rest of the program’s stellar line-up using this link.
 
When: Oct. 17-18; registration begins at 7 a.m., CDT on Oct. 17
Where: Embassy Suites Cool Springs, 820 Crescent Centre Drive, Franklin
 
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Clients Moving from High-tax States Face Increased Likelihood of Residency Audit

For clients with a significant net worth who seek to move from high-tax states to keep their pastures greener, planners should consider the strong possibility of a residency audit, The Washington Post reports. State governments have become particularly focused on the trend following the Trump Administration's cap on deductions of state and local taxes, which hits higher earning and taxed residents the hardest. Experts say red flags increasing the likelihood of an audit include moving to a state with a much lower tax burden, still having a home or business ties in the old state, a recent move before selling a business, and possessing a large number of stock or other valuable assets.

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The Hidden Cost of Medicaid Benefits

A recent article by The Atlantic explores the Medicaid assistance program and its implications regarding the estates of decedent beneficiaries. The piece examines one case in particular where a Massachusetts woman was notified of an almost $200,000 lien on a family home after her mother succumbed to Alzheimer’s Disease. As it stands, Medicaid is the only welfare program that can function as a loan, with recipients over the age of 55 expected to repay the government for medical expenses or face seizure of property to satisfy the debt.

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TDCI Urges Legal Representatives and Beneficiaries to Check for Unclaimed Life Insurance Benefits

The Tennessee Department of Commerce and Insurance (TDCI) is working to address the issue of unclaimed life insurance benefits, urging residents in the state to take advantage of the National Association of Insurance Commissioner’s Life Insurance Policy Locator that enables beneficiaries, executors, or legal representatives of a deceased person to track down the life insurance policies or annuity contracts of their late family members or friends. TDCI announced that the tool is responsible for recovery of more than $18.5 million in unclaimed benefits by Tennesseans this year, with over $188 million recovered nationally.

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Lee Names New Insurance Commissioner

Gov. Bill Lee has picked Hodgen Mainda to be the new commissioner of the Tennessee Department of Commerce & Insurance, the Chattanooga Times Free Press reports. Mainda most recently served as vice president for community development at the Electric Power Board in Chattanooga. He previously held positions with lobbying and consulting firm River Branch Strategies and a workplace health care provider based in Chattanooga. The Nashville Post reports that he also served as director of legal operations, government relations and community outreach for a local law firm. Mainda succeeds Julie Mix McPeak, who left government service over the summer to open a Tennessee office for law firm Greenberg Traurig. Mainda will start his new job Oct. 1.

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Legal Aid Society to Celebrate 50-Year Anniversary

The Legal Aid Society of Middle Tennessee and the Cumberlands will hold its 50th Anniversary Celebration “An Evening at the Frist” on Nov. 9 at the Frist Museum in downtown Nashville. The event will feature cocktails, live music and a gallery exhibition, and provide a unique opportunity to honor the group’s distinguished 50-year legacy of providing “justice for all.” Tickets are available online.

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Elder Law Basics in Jamestown

The Elder Law Basics Forum this year will hit the road, taking place in Jamestown on Nov. 22. An annual favorite of attorneys in the field, the program will feature timely topics such as the ins and outs of public benefits as pertaining to seniors, special needs trusts, veteran's benefits, general practice tips and more. Don't miss this opportunity to obtain necessary CLE credits while learning important skills and networking with attorneys of a similar focus. Here are the key details.

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How Financial Planners Can Combat Elder Abuse

Financial planners who assist elderly clients might be a first line of defense in recognizing elder abuse, which makes spotting these signs of abuse and knowing how to assist abused seniors by these professionals imperative, according to a recent piece in Financial Planning. In fact, 23 states — including Tennessee — have adopted model legislation by the North American Securities Administrators Association (NASAA) that addresses such issues because of advisors’ distinct ability to notice early warning signs of abuse. Tennessee codified its version of NASAA’s model legislation in 2017.

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September Episode Of TBA BarBuzz Podcast Now Available

Get a monthly recap of bar association news and upcoming events on this month’s episode of BarBuzz, part of the Tennessee Bar Association Podcast Network. Also included in the network are Sidebar, a show covering human interest stories from attorneys in Tennessee and HealthyBar, a podcast centered on attorney wellbeing. The shows are now available on Spotify, Apple Podcasts, Google Play, Stitcher, TuneIn and the TBA’s website. Simply search the show title or “Tennessee Bar Association” wherever you listen to podcasts.

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Solo Attorney Interested in Group Health Insurance? Here's Help

You’re in luck! As a solo attorney, you’re eligible for the new association group health insurance plan if you have at least one W-2 employee working 30+ hours per week. Rates may be as much as 30% less than what you’re paying today! Guaranteed issue coverage, no health questions and no pre-existing condition exclusions! Enroll or get a quote today. Contact the TBA for more information or call 423-629-2400 x264.

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New TBA Member Benefit: Group Health Insurance!

The Tennessee Bar Association and TBA Member Insurance Solutions have been diligently working with Humana to bring TBA employer members an affordable association group health insurance plan. The fully-funded plan is available exclusively to TBA members. Enrollment is open now and ends Dec. 1. Get a quote or enroll today. Have questions? Contact us at tbams@tnbar.org or call 423-629-2400 x264.

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Volunteers Needed for New Nashville Legal Clinic

Legal Aid Society will host its Downtown Free Legal Clinic at the Nashville Public Library on Sept. 4 from 4 – 6 p.m., CDT. This is a new monthly service where lawyers can provide counsel and advice to those who otherwise could not afford it. The legal clinic will be held the first Wednesday of each month at this same time and location. For more information or to volunteer, please contact Kendra Cheek, 615-780-7131.

When: Wednesday, Sept. 4, 4 – 6 p.m., CDT

Where: Nashville Public Library, 615 Church St., Nashville

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TBJ Columns Cover Meth Houses, Trusts and Gumption

If you haven't read this month's Tennessee Bar Journal, you can still catch up! In addition to the main stories, its columns cover banking, estates and a story to touch your heart. "Banks do all they can do to minimize the costs associated with foreclosure," Kathryn Reed Edge warns in her column, "but if a lender wants to be as sure as it can be that the institution is not taking ownership of a contaminated piece of real estate, some level of testing prior to foreclosure may be prudent." She explains what to look for with foreclosures on meth houses. Tennessee is often ranked among the top states for trust laws, Dan Holbrook tells us this and why in his column this month. And read about Nashville lawyer Leticia Mason, who loves practicing law so much she ended up going to law school and taking bar exams in two countries. Here's the rest of the August issue.
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Johns Hopkins Health Policy Expert, White House Health Policy Advisor to Speak at TBA Health Law Forum

The Tennessee Bar Association’s Health Law Section has selected Johns Hopkins health policy expert and New York Times bestselling author Marty Makary, M.D., M.P.H. along with health care policy advisor Larry Van Horn as the keynote speakers for its 31st Annual Health Law Forum to take place on Oct. 17-18 in Franklin. Makary has written for The Wall Street Journal, USA Today, TIME, Newsweek and regularly appears on various news networks as a health care expert. Van Horn has advised the state of Tennessee on health policy and is currently working with the White House on issues related to price transparency in health care markets — regularly meeting with the White House, U.S. Department of Health and Human Services, and Federal Trade Commission on the topic. Don’t miss out on this opportunity to hear from the preeminent voices in today’s health care sector and enjoy other exceptional programming from top players in the field. Here are the key details:

When: Oct. 17-18; registration begins at 7 a.m., CDT on Thursday, Oct. 17

Where: Embassy Suites Cool Springs, 820 Crescent Centre Drive, Franklin, TN 37067

REGISTER NOW

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Aug. 30 Deadline: 36th Annual TBA Academy & U.S. Supreme Court Admissions Ceremony

If admission to practice before the U.S. Supreme Court is one of your career goals, don’t miss the opportunity to make it a reality during the 36th Annual TBA Academy on Nov. 3-4 in Washington, D.C., where a select group of Tennessee attorneys will be able to take part in a private admissions ceremony at the court. Prior to the private swearing-in ceremony, admittees are invited to attend a President's Reception and special dinner to celebrate with colleagues and bar leadership. The registration deadline to participate in this opportunity is Aug. 30. You can learn more and register here.

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Services Pending for Crossville Attorney, Former Commissioner

Crossville attorney and former county commissioner Harry D. Sabine died Wednesday. He was 78. A University of Tennessee College of Law graduate, Sabine practiced law in Crossville for 51 years and was a longtime member of the TBA's Estate Planning and Probate Section. He also served as a captain in the U.S. Marine Corps and a JAG officer during his deployment to Vietnam in 1967. Details are not yet available on memorial services, 1057 News reports.
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MALS to Host Legal Clinic in Memphis Tomorrow

AutoZone and Bass, Berry & Sims PLC, in conjunction with Memphis Area Legal Services (MALS), will host the 11th Annual “Give a Little, Help a Lot” pro bono clinic tomorrow at the Orange Mound Senior Center. During the legal aid clinic, legal professionals will help low-income, Memphis-area senior citizens at the Orange Mound Senior Center prepare for the future. Since its inception, this annual legal aid clinic has provided hundreds of seniors with free legal services, addressing health care law, estate planning and other legal matters. The clinic will take place from 10 a.m. to noon. Attorneys interested in attending or learning more may contact Mikey Mooney of Poston Communications.
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New Details Emerge of a Lawsuit Regarding Astronaut Neil Armstrong's Death

News of a secret $6 million lawsuit settlement surrounding the death of astronaut Neil Armstrong broke just days after the 50th anniversary of his moon walk, The New York Times reports. Armstrong passed away in August 2012, two weeks after heart bypass surgery, as nurses attempted to remove a temporary pacemaker and causing uncontrollable bleeding. The case was settled in 2014 after Armstrong’s daughter-in-law, and family attorney Wendy R. Armstrong, sent a letter to opposing counsel saying the astronaut’s sons would go public with the accusations of malpractice against the hospital. A lawyer for Armstrong’s children, who participated in the secret hearings, said in a filing: “Any linkage of this health provider to the death of (Armstrong) could irreparably and unfairly forever taint the business enterprise … No institution wants to be remotely associated with the death of one of America’s greatest heroes.”

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Member Access to Solo Practice Toolkit

The TBA offers a user-friendly guide for new solo and small firm attorneys opening their own practices. The information contained in the TBA Solo in a Box Toolkit was gathered from numerous existing TBA resources, practitioners from across the state and input from TBA Sections. Start with exploring business structures most often used for solo and small firm practice.

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Online Court Bonds Now Available from TBA Member Insurance Solutions

The new Court Bond Program from TBA Member Insurance Solutions offers a full range of court bonds – Civil Court Bonds, Probate and Fiduciary Bonds, Notary Bonds, Lost Instrument Bonds and Public Official Bonds. Bonds are underwritten by experienced, knowledgeable underwriters with a quick turnaround — typically 24-48 hours — and competitive rates. Start by registering here or get a quote today.
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Tune In To TBA Podcast Network

The Tennessee Bar Association Podcast Network is home to a collection of podcasts for the Tennessee attorney. Sidebar features human interest stories from attorneys across the state. BarBuzz is a monthly rundown of TBA news and upcoming events at the local and state bar levels and HealthyBar offers tips and guidance on attorney well being. All three shows are now available on Spotify, Apple Podcasts, Google Play, Stitcher, TuneIn and the TBA's website. Simply search the show title or "Tennessee Bar Association" wherever you listen to podcasts. Do you have a story lead you'd like to submit for a future episode? Submit your ideas here.
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Office of Conservatorship Management Offers Free Training Program

The Davidson County Office of Conservatorship Management (OCM) introduced its OCM Conservatorship School this year that consists of a series of videos and quizzes that detail the statutorily required fiduciary duties of a conservator. This online training program allows a conservator to receive a certificate of completion after successfully passing the quiz associated with each training video. OCM is offering this service free of charge to all conservators and potential conservators in the state of Tennessee, and the entire program can be completed in one hour. To learn more and access the Conservatorship School visit the OCM website.

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Fastcase 7 New Features

A new Fastcase 7 update provides highlighting for your search terms when viewing the full text of a document. Each term is highlighted with a different color so that you can see the occurrence of each item separately. You can also turn off the highlighting function for both, and each term individually by choosing the highlight dropdown option, then selecting the ‘x’ across from the term. See this and all new features of TBA’s member benefit Fastcase 7 here.

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