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Virtual Probate & Estate Planning Conference for Tennessee Attorneys

Virtual Probate & Estate Planning Conference for Tennessee Attorneys

Product Code: T20VPNA
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Virtual Probate & Estate Planning Conference for Tennessee Attorneys

Attend the 10th Annual Virtual Probate & Estate Law Conference, December 10-11 2020.

Don’t miss the opportunity to enhance your skillset with lectures delivered by the best in probate and estate law practice. Our returning experts provide sought-after expertise year after year with engaging and compelling presentations!

Connect with speakers during our live Q & A each day!

Earn 12 hours of general CLE plus 3 hours of dual ethics/professional hours in this two-day event.

Presentations include the latest developments in:

  • Succession planning 101
  • Estate planning best practice
  • Conservatorship
  • Irrevocable trusts
  • Elder care law
  • Probate litigation
  • Legislative updates
  • Tax planning
  • Asset protection
  • Ethical considerations
  • Tennessee Investment Services Trust

 

What your colleagues said about last year’s conference:

“Great conference and great location”

“I love getting all my CLEs in at one conference and the speakers are terrific”

“I come every year and it gets better and better each time”

“Very informative and current information”

 

Agenda

Day 1: Thursday, December 10, 2020

8:00 a.m. – 9:00 a.m.
Primer on Special Needs Law for Estate Planners 

Presented by Dana Perry of Chambliss, Bahner & Stophel, P.C.

9:05 a.m. – 10:05 a.m.
Probate & Trust Case Law Update
Presented by Rebecca Blair of The Blair Law Firm

10:05 a.m. – 10:15 a.m.
10-Minute Break

10:15 a.m. – 11:15 a.m.
Emergency Conservatorships and Healthcare Fiduciaries: Ethics in Probate & Estate Cases
Presented by Judge Randall Kennedy and Judge Amanda McClendon of the Davidson County Circuit Court with special guests, Jeff Mobley of Howard Mobley Hayes & Gontarek, PLLC and Karl D. Warden, JD, LLM

11:20 a.m. – 12:20 p.m.
Preparing for Trial in a Will Contest Case:  Preparation, Pleadings, Picking a Jury, and Presenting Your Case
Presented by Scott Hurley of The Hurley Law Firm

12:20 p.m. – 12:50 p.m.
30-Minute Break

12:50 p.m. – 1:50 p.m.
Directed Trust or Delegated Trust – Why the Distinction Matters?
Presented by Cort Bethmann of Pinnacle Financial Partners

1:55 p.m. – 2:55 p.m.
Creditor Claims Issues
Presented by Julie Travis Moss of The Blair Law Firm

2:55 p.m. – 3:05 p.m.
10-Minute Break

3:05 p.m. – 4:05 p.m.
Ethics in Probate & Estate Cases
Presented by Michael Crowder of Kennerly, Montgomery & Finley PC

4:05 p.m. – 4:35 p.m.
LIVE Q&A with the Probate & Estate Law Speakers!


Day 2: Friday, December 11, 2020

8:00 a.m. – 9:00 a.m.
Planning Opportunities and Challenges in 2021
Presented by Harlan Dodson of Dodson Parker Behm & Capparella, PC

9:05 a.m. – 10:05 a.m.
Legal Ethics of Medicaid Planning
Presented by Barbara McGinnis of Takacs McGinnis Elder Care Law, PLLC

10:05 a.m. – 10:15 a.m.
10-Minute Break

10:15 a.m. – 11:15 a.m.
Probate Litigation: Strategies and Approach & Spousal Lifetime Access Trust
Presented by Pat Mason of Mason Zoccola Law Firm, PLLC

11:20 a.m. – 12:20 p.m.
Long-Term Care Advanced Planning
Presented by Glen Kyle of Franklin & Kyle Elder Law

12:20 p.m. – 12:50 p.m.
30-Minute Break

12:50 p.m. – 1:50 p.m.
Business Succession Planning
Presented by Charles Frazier of Law Office of Charles R. Frazier

1:55 p.m. – 2:55 p.m.
Conservatorship
Presented by A. Michelle Poss, Solo Practitioner, Nashville, TN

2:55 p.m. – 3:05 p.m.
10-Minute Break

3:05 p.m. – 4:05 p.m.
Business Valuation 101: Beyond your Neighborhood CPA
Presented by Jason Buhlinger & Matt Byford

4:05 p.m. – 4:35 p.m.
LIVE Q&A with the Probate & Estate Law Speakers!


— Agenda subject to change —

Your Distinguished Faculty

Cort H. Bethmann

Cort H. Bethmann, J.D., LL.M. is a trust advisor empowering clients to accomplish their financial and legacy goals by delivering proactive and practical wealth management advice. For over a decade, Cort has leveraged his experience as an estate planning attorney to tailor recommendations in several areas including complex estate planning, various trust strategies, asset protection, directed and delegated trusts, challenging family dynamics and charitable giving opportunities.

Cort earned his Juris Doctorate and Masters of Law in Wealth Management from Texas A&M University School of Law. He also holds an Estate Planning Certificate from Texas A&M University School of Law for core concentration in the fields of estate planning, probate, and nonprofits. He received his bachelor's degree in Legal Studies from the University of Tennessee.

In addition to teaching the income tax portion of the CFP® program at the Belmont Center for Executive Education, Cort actively participates in the Estate Planning Council of Middle Tennessee, Nashville and Williamson County Bar Associations, and the Tennessee Banker’s Association Trust & Estates Legislative Committee. 

Rebecca C. Blair

 Rebecca Blair. Having litigated cases in state and federal courts for twenty-three years, Rebecca understands that litigation is about solving a problem. Whether the litigation is the means for solving the problem or litigation is the problem, Rebecca knows that what her clients need is a solution. Rebecca knows that no one enters into litigation lightly. Litigation is time-consuming, expensive, and stressful, but sometimes necessary. Rebecca knows how much is at stake for her clients. Rebecca’s goal is to get her clients through the litigation process as efficiently as possible and with the best results.

Rebecca has represented individuals, families, beneficiaries, executors, administrators, trustees and trust companies in all aspects of estate and trust litigation. Rebecca helps families protect the wishes of deceased loved ones. She helps beneficiaries protect their inheritance. She helps executors, administrators and trustees protect the assets of the estate and guides them through estate conflict with beneficiaries.

Rebecca is also listed in The Best Lawyers in America © 2019 in the field of Business Litigation. Rebecca guides local business clients through conflict when they have been sued or fear being sued in situations such as employment disputes, tort claims, contract disputes and insurance disputes. In 23 years Rebecca Blair has developed an immensely diverse practice. Ms. Blair has substantial experience in many aspects of civil litigation, including tort law, insurance coverage litigation, business litigation, and probate litigation. In addition to her litigation experience, Ms. Blair is also listed as a Rule 31 General Civil mediator.

Selected to a list Top 50 Women Lawyers in the Mid-South in 2012 by Mid-South Super Lawyers/ Memphis Magazine, Rebecca Blair enjoys an AV Preeminent Peer Review rating in Martindale Hubbell. Rebecca Blair was recently selected by her peers for inclusion in The Best Lawyers in America© 2019 in the fields of Business Litigation and Personal Injury Litigation-Plaintiffs. Ms. Blair has been listed with Mid-South Super Lawyers in the area of Plaintiff's Personal Injury Litigation every year since 2009.

Jason Buhlinger

Jason Buhlinger is a Principal in the Transaction Advisory and Litigation Support (TALS)

Services practice at Brown Smith Wallace. He leads many of the firm’s business valuation, litigation support and fraud investigation engagements. Jason works with staff to oversee the day-to-day activities of many of the TALS practice’s engagements. Jason performs business valuations for mergers and acquisitions and tax, litigation, and corporate planning engagements. He also analyzes complex litigation support and fraud and forensic accounting engagements.

Jason joined the firm as a staff analyst in 2007 and was promoted to manager in2014. From 2016 to 2017, Jason served as a business unit controller at Millipore Sigma and gained valuable industry experience He also worked as the financial reporting manager for the Biologics division of Patheon. In this role, he developed and managed reporting and forecast processes. Jason rejoined the firm in August

2017.Jason earned a Bachelor of Science in Business Administration from Fontbonne University and a Master of Business Administration from the University of Missouri–St. Louis. He is a Certified Public Accountant (CPA), Certified Fraud Examiner (CFE) and a Certified Valuation Analyst (CVA).Jason serves on the firm’s University of Missouri-St. Louis (UMSL) campus recruiting team. He is also a member of the United Way steering committee. He was recognized as a member of the St. Louis Business Journal “30 Under 30” in 2014

Matthew Byford

Matt Byford is a Manager in the Transaction Advisory and Litigation Support (TALS)Services practice at Brown Smith Wallace. He provides easy-to-understand analyses of clients’ complex situations through his commitment to service, efficiency, and effective communication. Matt provides business valuations, fraud and forensic accounting services, and litigation support services to clients in a wide array of industries. He has worked with Fortune 500 companies as well as closely held businesses and local governments. Matt works closely with staff to oversee several of the practice’s engagements.

Prior to joining Brown Smith Wallace, Matt began his career at a litigation consulting firm in Chicago, creating analyses for settlement, arbitration and litigation, with a focus on the construction, energy and telecommunications industries. He has also worked in the consulting practice of another CPA firm, performing valuation and litigation consulting services. Matt holds the Chartered Financial Analyst® (CFA) designation and is an Accredited Senior Appraiser (ASA) and a Certified Fraud Examiner (CFE). He earned a Bachelor of Science degree in finance, with high honors, from the University of Illinois at Urbana-Champaign.

Michael R. Crowder

Michael R. Crowder helps his clients plan for life. He enjoys teaming up with his clients to formulate an estate plan that meets their wants and needs, and takes pride in creating wills and trusts that reflect his clients’ values and give them peace of mind regarding their legacy. Michael works hard to ensure that his clients’ assets are best utilized during their life and then smoothly passed along at death, taxes are minimized, protection from creditors is maximized, charitable intentions are fulfilled, and, most importantly, that loved ones are provided for.

Michael was recognized in the inaugural Best Lawyers: Ones to Watch for 2021 in the practice area of Trusts and Estates. Super Lawyers recognized Michael as a Mid-South Super Lawyer Rising Star in 2019 for Estate Planning & Probate. Michael also assists personal representatives in the administration of estates in probate court and routinely handles conflicts that arise during estate administration, whether by ensuring that the wishes of the deceased are carried out or that heirs receive what is due them in a timely manner. Michael is a member of the Knoxville Estate Planning Council.

Harlan Dodson

Harlan Dodson attended college at Duke University and then came home to Nashville to study law at Vanderbilt. Since 1998, he and his wife, Margaret Behm, have been partners in the law firm they started. Dodson is a frequent speaker and writer on business organizations, and especially limited liability companies, as well as on wills and estate planning. He has taught Estate Planning at the Nashville School of Law since 1975.

He is the author of Introductions to Estate Planning and Administration in Tennessee, an indispensable source of reference for attorneys throughout the state. Each year, Dodson revises the text to reflect developments in the law, particularly in the area of tax consequences. He is also the editor of the West Publishing Company’s Tennessee Practice Series volumes on business formation and estate planning. In 2012, as recognition of his outstanding contributions to the community and service to the bar, Dodson received the John C. Tune Public Service Award, the highest honor presented by the Nashville Bar Association.

 

Charles R. Frazier

Charles R. Frazier is not a Nashville native, but he fits right into the community with a strong work ethic and family values which have helped him become a great tax law, estate planning, and business law attorney. Mr. Frazier is a husband and father of two children whose humble beginnings help him relate to any client who needs legal advice to resolve their tax law, estate planning, or business law issues.

Mr. Frazier is a U.S. Army veteran who served his country proudly and with distinction before being honorably discharged. After leaving the military service, he gained much business experience as a life and health insurance agent, where he learned the values of placing his clients’ needs above his interest. Frazier went on to earn a Bachelor of Business Administration from Austin Peay State University with concentrations in finance and accounting. He tells his client’s that he would have been a CPA if he did not get into law school. Nevertheless, he was accepted to and subsequently graduated from the University of Tennessee’s College of Law.

Mr. Frazier went on to serve U.S. citizens again as an Internal Revenue Agent for the IRS. As a former IRS agent, he offers an insider’s perspective on how the IRS approaches tax audits, and he uses that knowledge to help people avoid problems and resolve them in the most painless way possible. He has extensive experience handling tax collections matters, and he can help relieve the burdens of tax debt.

Frazier is an experienced estate planning and probate administration attorney. He can help you plan your estate in a manner which erases uncertainties and provide for your family after you are gone. He understands the confusion bereaved family members find themselves in after losing a loved one.  He offers guidance through the complex maze of probate administration law to help effectively and efficiently carry out each loved one’s wishes.

Frazier is committed to using his knowledge and the experience to serve individuals with tax problems, business owners, nonprofit organizations, churches and those who want peace of mind regarding their estates.  

Scott Hurley

Scott Hurley is the principal shareholder in The Hurley Law Firm, P.C., in Knoxville. His practice focuses on civil litigation, including catastrophic personal injury, wrongful death, medical malpractice, commercial and probate litigation. Mr. Hurley has been a frequent speaker at legal and continuing education seminars on evidence, expert testimony, direct and cross examination techniques, witness preparation, jury selection and damages in personal injury and wrongful death cases.

Judge Randall Kennedy

Judge Randall Kennedy
Randy Kennedy is Judge of the Seventh Circuit Court for Davidson County.  First appointed in 2003, he was subsequently elected by the citizens of Nashville in 2004, 2006, and 2014.  Kennedy is frequently identified as the probate judge (for he is the primary judge hearing probate matters in Davidson County).  However, he also has Circuit Court and Chancery Court jurisdiction.  Judge Kennedy presides over most conservatorship cases and the administration of decedents estates.  By agreement with other trial judges, he also hears various other civil cases, General Sessions’ appeals, and other non-jury matters as well as some civil jury trials.  Judge Kennedy served as Presiding Judge of the Trial Courts of the 20th Judicial District from 2005-2007, and from 2017 – 2021 was elected Presiding Judge Pro Tem of the Trial Courts for Nashville.

After graduating from Nashville School of Law, Judge Kennedy practiced law in Nashville for 26 years prior to taking the bench.

Civic and professional activities include service as a Metro Council member for two terms (1989-1995), member of the Metro Charter Revision Commission (1995-2007), past President of the Donelson-Hermitage Chamber of Commerce (1980), President’s Advisory Council for Middle Tennessee State University (1998-2003).  Judge Kennedy was an instructor on the faculty of the Nashville School of Law, having taught the class on Wills and Estates from 2005-2015.

Judge Kennedy is a member of the Nashville and Tennessee Bar Associations, Tennessee Trial Judges Association, Emeritus Member of the American Inn of Court, National College of Probate Judges, and a Fellow of the Nashville Bar Foundation.  Kennedy is a former First Vice President of the Nashville Bar Association, and former Vice President of the Tennessee Trial Judges Association.

According to the Annual Report of the Judiciary, Judge Kennedy has presided over more conservatorship cases than any other trial judge in Tennessee during the last 15 years.

Glen A. Kyle

Glen A. Kyle is an attorney in the Knoxville law office of Franklin & Kyle Elder Law, LLC.  Glen’s practice includes life care planning, Medicaid benefit planning, estate planning, as well as probate and trust administration.

Glen graduated with honors from the University of Memphis Cecil C. Humpreys School of Law, where he was the Business Editor of the University of Memphis Law Review. Before attending law school, Glen worked for many years in retail banking. 

He is a member of the National Academy of Elder Law Attorneys, the Knoxville Estate Planning Council, the Knoxville Bar Association, the Tennessee Bar Association and the Knoxville Chapter of the Society of Financial Service Providers.

Patrick B. Mason

Patrick B. Mason is a founding member of the Mason Zoccola Law Firm, PLLC, where he concentrates his practice in the areas of estate planning, estate and trust administration, probate litigation and corporate law.  He is a native Memphian with two wonderful children, Peter and Colleen.

Patrick earned an accounting degree in 1979 at the University of Notre Dame and a Juris Doctorate in 1986 at the Vanderbilt University School of Law.  He became a Certified Public Accountant in 1981 and has been practicing law for the last 33 years in Memphis.

When he is not practicing law, Patrick loves playing tuba with the Mullins Community Orchestra, his home church's musical ensemble.  A part of the Mullins UMC family for over fifty years, Patrick is one of the leaders of the church and invests much of his time in church activities, including singing as a baritone in the choir.  

Judge Amanda McClendon

Judge Amanda McClendon
Amanda McClendon is Judge of the Second Circuit Court for the 20th Judicial District serving Davidson County, Tennessee.  She, like her father (the late Harold McClendon), in a native Nashvillian with family presence in Davidson County since before 1803.  Her mother, Jean Henrietta McClendon (nee Olney) was a native of Redding, England, immigrating to this country in 1956.

Judge McClendon was popularly elected to the bench in 2006, following the retirement of the Honorable Marietta Shipley.  Judge McClendon currently presides over bench trials for the appointment of emergency conservatorship and petitions for an appointment of an Expedited Limited Healthcare Fiduciary (“ELHF),” as well as jury trials in both criminal and civil matters.  Additionally, Judge McClendon is an adjunct professor at the Nashville School of Law.

Judge McClendon attended Whitsitt and Glenview Elementary Schools, then Wright and Rose Park Junior High Schools, and graduated from McGavock High School in 1975.  She attended MTSU for 2 ½ years, then transferred to Vanderbilt University where she graduated with a Bachelor of Science degree in two majors: economics and history.  Judge McClendon attended University of Tennessee College of Law, obtained for Doctor of Jurisprudence in May 1984 and was admitted to practice law in Tennessee later the same year.  In 1983 she was a recipient of the American Jurisprudence award for excellence in the study of Decedent’s Estates.

After passing the Tennessee Bar she engaged in the general practice of law for 23 years.  During the last 7 years of her law practice she was twice elected to represent the 16th District in the Metropolitan Council for Davidson County, Tennessee.  While a member of the Metro Council, Judge McClendon held a variety of leadership positions, culminating in holding the chair of the Budget and Finance Committee.  Judge McClendon was the second female attorney to serve on the Metro Council. 

Judge McClendon continues to be actively involved in many professional, civic and business organizations.  

Barb McGinnis

Barbara McGinnis. Certified as an Elder Law Attorney by the National Elder Law Foundation, Barbara Boone McGinnis is an emerging national leader in the elder law field. She provides legal expertise on a wide range of client issues with a focus on Life Care Planning, Medicaid appeals, Veterans benefits, and probate matters. She is also a VA-accredited attorney. 

Before receiving her license to practice law in Tennessee, Barbara spent more than 20 years as a Registered Nurse and Gerontological Nurse Practitioner working in a variety of settings, including hospitals, long-term care centers, outpatient clinics, and home health. Her skills include executive management, sales, consulting, and business development experience, and nearly a decade as Director of Nursing Services at a large continuing care retirement center in the Nashville area.

Barbara’s passion for helping people deal with the changes that aging brings extends beyond her clinical experience. Her father had Alzheimer's Disease for more than eight years before he passed away and she helped her mother care for him and deal with difficult decisions. Being a part of her father’s journey has given her tremendous empathy for families facing the prospect of long-term illness of an aging loved one.

Barbara holds a Bachelor of Science degree in nursing from Austin Peay State University in Clarksville, Tennessee, a Master’s degree as a Gerontological Nurse Practitioner from Vanderbilt University in Nashville, and a Juris Doctor degree from Nashville School of Law. She has served as president of the Life Care Planning Law Firms Association and chair of the Elder Law Section of the Tennessee Bar Association. Barbara is also one of the principals of Life Care Consulting LLC, a consulting firm that helps attorneys launch successful Life Care Planning practices.

In her spare time, Barbara enjoys playing golf, traveling with her husband, and spending time with family. 

Jeff Mobley

Jeff Mobley is a member of Howard Mobley Hayes & Gontarek, PLLC and concentrates his practice in the areas of estate planning, tax planning for estates and trusts, business succession planning, prenuptial and postnuptial agreements, estate administration, Will contests, resolution of disputes involving estates, and related real estate matters. Jeff is listed in the “The Best Lawyers in America” (2001-2013 editions) and “Mid-South Super Lawyers” (2005-2013 editions).  Jeff has the AV rating (highest rating) for ethical standards and legal ability from Martindale-Hubbell’s peer review ratings system.

Jeff is a Fellow in the American College of Trust and Estate Counsel.  Jeff has served as President of the Nashville Estate Planning Council, and as Chair of the Probate Court Committee of the Nashville Bar Association.  Jeff has also served on the Board of Directors of the Nashville Bar Association. He is an Adjunct Professor at Belmont University’s College of Law and Nashville School of Law. Jeff was also listed as one of the top lawyers in Tennessee by Business Tennessee magazine (Jan/Feb 2010), one of only 8 attorneys listed as tops statewide in the area of Trusts & Estates.  Jeff was listed as one of the top lawyers in Nashville by Nashville Post magazine (Jan/Feb 2011), one of only 5 attorneys listed as tops citywide in the area of Trusts & Estates.

Julie Travis Moss

Julie Travis Moss is Of Counsel with The Blair Law Firm in Brentwood. Her practice areas include estate and trust administration, estate planning, guardianships and conservatorships, real estate, and related litigation. She also advises closely held business owners regarding general corporate matters. Her more than twenty years of diverse legal experience includes ten years as a general practitioner in Michigan and teaching legal writing at Vanderbilt Law School. Ms. Moss earned her B.A. degree from the University of Michigan and her J.D. degree from Loyola University Chicago. She is licensed to practice in the states of Tennessee, Michigan and Illinois (inactive) and is also admitted to practice before the Sixth Circuit Court of Appeals and the United States District Courts for the Middle District of Tennessee, the Western District of Michigan, and the Northern District of Illinois. She speaks frequently on estate planning, administration, and litigation topics, and she is a member of the Nashville Bar Association’s probate and estate planning committees. 

Dana Perry

Dana Perry. With more than 30 years' experience helping individuals and families secure their futures and protect their assets, Dana Perry handles estate planning, elder law, and special needs planning with the level of detail and compassion clients deserve. Her hands-on approach ensures that clients understand all of their options for multi-generational estate and tax planning, long-term care, benefits including Medicaid and Medicare, various trusts, and beyond. She and her team take a holistic approach and are extremely responsive. They assist with everything from simple wills and incapacity documents to intricate supplemental needs trusts and care coordination. Through her comprehensive needs analysis, Dana works with clients to craft a strategic and realistic plan that will minimize future costs and maximize each family's protection.

Dana is highly regarded in the region for her experience in preparing and implementing complex estate plans and wealth transfer strategies for high net-worth clients. She has worked with many family business owners on protecting their interests, planning for potential incapacity, and transitioning matters to the next generation – or else preparing for sale. Her team's goal is for client legacies to last, meaning assets are conserved and managed for children and others for years to come. Understanding the numerous benefits reaped from effective estate planning and the crippling impact in the absence of it, Dana approaches her clients' legacy goals and concerns with a sincere commitment to them and their successes.

Inspired by childhood elder mentors and the journey of a close family member with mental illness, Dana has stood in the shoes of her elder law and special needs planning clients. She leads an interdisciplinary team, has been licensed as an Elder Law Specialist since 1997, and is one of only a handful of Certified Elder Law Attorneys in the region qualified by the National Elder Law Foundation to serve elders and their families. She is also accredited by the Department of Veterans Affairs and a member of both the Academy of Special Needs Planners and the National Academy of Elder Law Attorneys. Dana is well-versed in the issues and regulations that matter most to seniors and families of loved ones with special needs and has led her team in the planning and execution of the Embrace Aging Forum since its inception.

Michelle Poss

Michelle Poss is a 1998 graduate of the Nashville School of Law. She was licensed to practice law in 1998 and is admitted in all Tennessee Courts, the Supreme Court of the Tennessee Bar, and the United States Federal Court. Ms. Poss is a Rule 31 General Civil Mediator. She is a Tennessee Attorneys for Justice pro bono service award recipient, and a member of the Nashville Bar Association, the Tennessee Bar Association, the National Guardianship Association, and the Conservatorship Association of Tennessee. Ms. Poss currently serves as the President of the Board of Directors of the Conservatorship Association of Tennessee and is the Tennessee affiliate of the National Guardianship Association. She is also currently serving as Co-Chair of the Nashville Bar Association Probate Committee.

Ms. Poss is a Nashville Bar Foundation Fellow. Ms. Poss has written and presented for many continuing legal education seminars including the Nashville Bar Association, the Conservatorship association of Tennessee, National Business Institute, Mental Health America and Tennessee Attorney Memo. Ms. Poss serves as a mentor for the Nashville School of Law Rigorous Writing Exercise. Ms. Poss is a former board member of Court Appointed Special Advocates and was a founding member of the St. Thomas Rutherford Murfree Society. Ms. Poss is a solo practitioner in Nashville, Tennessee offering services in elder law and probate matters including estate administration, conservatorships, guardianships, and trusts. 

Karl Warden

Karl D. Warden, JD, LLM is an experienced and accomplished lawyer who’s been recognized many times for his estate planning work, specifically with wills & trusts. He’s been a four-time National Presenter for the National Business Institute and was awarded a Continuing Legal Education Excellence Award from the Nashville Bar Association.

When attorney Karl D. Warden first opened the Karl D. Warden, JD, LLM law firm, he did so with one goal in mind: to provide personalized legal services to clients of all walks of life in the Middle Tennessee area.

In 1977, Karl earned his BA in anthropology from Vanderbilt University in Nashville, TN. From there, he went on to attend West Virginia University College of Law, where he earned a JD in 1983. Never one to stop at the minimum requirements, Karl continued his education and earned his LLM from George Washington University in 1986.

Today, Karl is fully licensed to practice law in Tennessee and does everything he can to help clients with their elder law and estate planning needs. Whether you want to learn about wills & trusts or just get some legal advice from an experienced lawyer, you can rely on Karl to be here for you.

Pricing Details

  • $497 for Full Program
  • $447(Early Bird $50 Off Expires October 29!)
  • $427 for Additional Attendees from the same firm
  • $347 for One Day Only options
  • $247 for Materials
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