Key Elements of Wills in Tennessee
Live Webinar: Thursday, July 27, 2017
2:00 p.m. to 3:00 p.m. Central / 3:00 p.m. to 4:00 p.m. Eastern
WEBINAR SNAPSHOT: Gain CLE and learn the latest will-drafting solutions of interest to Tennessee attorneys.
Clients want their loved ones to be protected and provided for after they are gone. This can be accomplished with a properly drafted will. But what does that entail?
Join your colleagues for a valuable update on the key elements of will drafting and administration in Tennessee. The presenter will review sample verbiage to include in a will. And she will review statutory requirements for a valid will in Tennessee.
The presenter will also go over other methods to transfer property after death, such as titling real estate and designating beneficiaries in retirement plans and life insurance policies. She will offer practical pointers on how to verify the testator’s capacity to execute a will and how to choose fiduciaries.
- Establishing statutory framework
- Types of wills
- Verifying and documenting the testator's competency
- Choosing fiduciaries
- Sample will verbiage
- Updating will documents
- Beneficiary designations in retirement plans and life insurance
- Titling assets
- Sample forms
Register now for this advice-rich CLE event, risk free.
About Your Presenter:
Julie Travis Moss currently practices of counsel with The Blair Law Firm in Brentwood, Tennessee serving clients in Davidson, Williamson and surrounding counties. Her practice areas include estate and trust administration, guardianships and conservatorships, estate planning, real estate, and related litigation. She also advises closely held business owners regarding general corporate matters. Ms. Moss has more than 19 years of diverse legal experience, including 10 years in private practice in Michigan and teaching legal writing at Vanderbilt Law School. She earned her B.A. degree from the University of Michigan and her J.D. degree from Loyola University Chicago.