Coming Friday, October 1, a one-day immersion into the areas of probate, estate administration, and estate planning.

Earn 7.5 hours of CLE (6.5 hours of general and one hour of dual).

Presented by

“This is absolutely the best presentation of this subject matter that I have attended since my admission to the Bar in 1968.” -- Tennessee attorney Tom B. Harris, Jr., 2009 Probate & Estate Planning Conference attendee

Coming to Nashville

Friday, October 1, 2010
Nashville School of Law
Free Parking!
4013 Armory Oaks Drive
(615) 256-3684

You can also view:

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The Agenda
The Faculty
The Directions
The Brochure

This live event has been approved for 7.5 hours of CLE credit (6.5 hours of general and one hour of dual).

Take advantage of this unique opportunity to earn 7.5 hours of CLE while interacting with your state's top legal experts in probate, estate administration, and estate planning.

Cost: Just $377. Additional attendees from the same firm save $80.
Don't have time to attend? Materials are just $197.
Cancellation Policy: A $50 processing fee applies to all cancellations.

BONUS CD: With our BONUS CD, you'll get summaries of recent cases and significant new laws in probate and estate law.

Registration begins at 7:30 a.m. The conference begins at 8 a.m. and concludes at 5:15 p.m. There will be morning and afternoon breaks, and attendees will have 1 hour and 15 minutes for lunch on their own.

Tennessee Attorneys Memo has assembled a stellar cast of attorneys well-versed in estate planning and probate practice. We'll cover the hottest topics impacting your practice. Highlights include:

• 2010 changes to Tennessee trust laws
• Federal estate tax changes
• Advanced estate planning tips
• Will drafting tips
• Business ownership transition
• Ancillary probate and other common probate roadblocks
• Lessons to be learned from administration of the estate of Steve McNair
• Conflicts of interest and other ethical concerns
  

• David Callahan, Nashville attorney
• Harlan Dodson, III, Dodson, Parker, Behm & Capparella P.C.
• Brad Dozier, CFP, CSA, Law Office of Brad Dozier and Capstone Financial, LLC
• Grayson Smith Cannon, Cannon & Cannon Attorneys, P.C.
• Bryan Howard, Howard & Mobley, PLLC
• Carla Lovell, Sherrard & Roe, PLC
• Paul S. Parker, Dodson, Parker, Behm, & Capparella P.C.
  

• 2010 changes to Tennessee trust laws. Get the latest changes to the Principal and Income Act, the Tennessee Uniform Trust Code, and the Tennessee Investment Services Act.
• Federal legislation. We'll cover the changes made by Congress to charitable IRA rollovers, 3.8% healthcare tax, estate tax reform, GRAT restrictions, and curtailment of valuation discounts.
• Estate planning tips. Get practical guidance on retirement plans, life-time giving strategies, and charitable giving strategies.
• Will drafting. Learn time-saving and cost-saving tips for drafting wills.
• Business owners. Learn about basic estate planning considerations for business owners, such as taxation, fairness to future heirs, estate liquidity, and asset protection.
• Common probate roadblocks. Learn how to overcome such challenges as unknown heirs, intestate administration, lost wills, ancillary probate, insolvent estates, and real estate issues.
• Lessons from the McNair estate. Learn about the importance of planning for affluent younger clients and the impact of failed planning upon younger clients’ ultimate estates.
• Ethical considerations. Learn how to prevent conflicts of interest, avoid fraudulent transfers, determine and collect attorney fees, and understand the additional duties placed upon attorneys serving as fiduciaries.
  
  

What is unique about this seminar?

• Outstanding faculty features leading attorneys in estate planning and probate practice in Tennessee.
• Practical information, including a checklist of provisions to include in a will today.
• Tips on estate planning you can put to use right away.
• Probate pitfalls that can arise in administering estates.
• Timely topics such as 2010 changes to estate and Tennessee trust laws and any federal tax law changes.