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Probate & Estate Planning Conference for Tennessee Attorneys

Probate & Estate Planning Conference for Tennessee Attorneys

Product Code: T19PNA
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$497.00
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Probate & Estate Planning Conference for Tennessee Attorneys

Coming to Nashville School of Law on Thursday & Friday, December 12-13, 2019

Fulfill your annual CLE requirement at one event!

The Probate & Estate Planning Conference for Tennessee Attorneys packs two days with some of the state’s top estate planning and probate practitioners delivering critical guidance on the hottest topics and some of the most complex issues you’ll face. Your distinguished faculty will explain the very latest developments and strategies on topics such as Use of various trusts as estate planning tools, drafting wills in 2019, getting elder care paid for, duties and liabilities of personal representatives, efficient estate administration, and much, much more. Fulfill your annual CLE requirement at one event!

Agenda

Day 1 — Thursday, December 12, 2019

8:00 AM to 9:00 AM
Estate and Elder Care Law Planning for Older Married Couples
Timothy Takacs 

Mr. Takacs presentation will help you:

  • Identify unique estate planning needs and opportunities of older married couples
  • Review asset protection strategies from future long-term care expenses
  • Discuss methods to protect heirs in blended families

9:00 AM to 9:15 AM
Morning Break

9:15 AM to 10:15 AM
TBD
Michael Crowder

10:20 AM to 11:20 AM
Probate Litigation: The Unique Aspects of Litigation Within Families After a Death
Patrick B. Mason

11:25 AM to 2:35 PM
Lunch

12:35 PM to 1:35 PM
Business Succession Planning
Charles Frazier

1:40 PM to 2:40 PM
Conservatorship
Michelle Poss

In Ms. Poss’s presentation, you can expect to learn more about:

  • Practical Advice and Resources in Conservatorship Cases
  • Discussion of Fiduciary Duties
  • Recoupment Actions


2:40 PM to 2:55 PM
Afternoon Break

2:55 PM to 3:55 PM
Planning Opportunities and Challenges, 2019 and Beyond
Harlan Dodson

4:00 PM to 5:00 PM
TBD


Day 2 — Friday, December 13, 2019

8:00 AM to 9:00 AM
Tennessee Investment Services Trust
Alan L. Cates

The “Tennessee Investment Services Trust “is Tennessee ‘s version of a self-settled “Domesticate Asset Protection Trust”. As the concept of such an asset protection device runs counter to centuries of law as to self-settled trusts, care must be taken in the preparation and funding of the trust. This presentation will highlight opportunities for use of this planning tool.

9:00 AM to 9:15 AM
Morning Break

9:15 AM to 10:15 AM
Modifying Irrevocable Trusts
Donald Farinato 

10:20 AM to 11:20 AM
Mediation in a State Setting
Matthew Thornton 

11:25 AM to 12:35 PM
Lunch

12:35 PM to 1:35 PM
Creditor Claims Issues in Estates
Julia Travis Moss

Tennessee’s creditor claim laws can confound even seasoned attorneys. Ms. Moss’ presentation will cover the ins and outs of creditor claims, including proper notice to creditors; filing and defending claims; payment of claims, including priority for payment, what assets are available to satisfy claims and insolvency issues.

1:40 PM to 2:40 PM
Probate Case Law & Legislative Update
Rebecca Blair 

During her Legislative Update, Ms. Blair will cover the recent changes to the Tennessee Rules of Civil Procedure, the new oath of Fiduciary, the new requirement for Verified Petition for Letters of Administration or Testamentary, and the updates to the Uniform Trust Code. Additionally, her Caselaw update will include a discussion of all pivotal 2019 Tennessee appellate Court decisions affecting probate practice.

2:40 PM to 2:55 PM
Afternoon Break

2:55 PM to 3:55 PM
Long-Term Care Advance Planning
Glen Kyle

4:00 PM to 5:00 PM
TBD
Jeff Mobley and Hunter Mobley

Location & Conference Details

WHEN:
Thursday & Friday, December 12-13, 2019
Registration begins at 7:30 a.m. The conference begins at 8:00 a.m. and concludes at 5:00 p.m.
There will be morning and afternoon breaks, as well as a 1-hour lunch break. Lunch will be provided with registration!

WHERE:
Nashville School of Law

4013 Armory Oaks Dr
Nashville, TN 37204

  • Convenient access to 1-65 and 1-440
  • Free Parking
  • Free Wireless Internet


PRICING:

  • $497 for Full Program
  • $427 for Additional Attendees from the same firm
  • $347 for Day 1 only or Day 2 only
  • $247 for Materials
  • Early Bird: $50 off until October 11!

 


PRICING:

  • $497 for Full Program
  • $427 for Additional Attendees from the same firm
  • $347 for Day 1 only or Day 2 only
  • $247 for Materials
  • Early Bird: $50 off until October 11!

 
Our guarantee

Your 100% satisfaction is guaranteed. If for any reason you are not completely satisfied, simply let us know within 90 days, and we will issue you a complete refund.

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