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Virtual Probate & Estate Planning for Tennessee Attorneys Conference

Virtual Probate & Estate Planning for Tennessee Attorneys Conference

Product Code: T21VPNAF
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Virtual Probate & Estate Planning for Tennessee Attorneys Conference

Attend the 11th Annual Probate & Estate Law Conference, happening virtually on December 9-10, 2021.

Don’t miss the opportunity to enhance your skill set 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!

Presentations include the latest developments in:

  • Succession planning post pandemic
  • Impact of COVID-19: case law update
  • Estate planning best practices
  • 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 this conference in year’s past:
“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

Thursday, December 9, 2021

8:00 a.m. – 9:00 a.m.
Estate Planning Best Practices
Julie Travis Moss
The Blair Law Firm

Session description coming soon!

9:05 a.m. – 10:05 p.m.
Crypto Currency & Estate Planning
Nick Nester & David Hunter
Chambliss, Bahner & Stophel, P.C.

Session description coming soon!

10:05 a.m. – 10:20 a.m.
15-minute break

10:20 a.m. – 11:20 a.m.
Conservatorships in 2021
A. Michelle Poss
A. Michelle Poss, Attorney at Law

In this session, Michelle will discuss petition requirements, personal property issues, selling real property, as well as placement and difficult family members. 

Other topics to be explored in this session include:

  • Communication
  • Taxes
  • Burial


11:25 a.m. – 12:25 p.m.
When Planning Fails, Probate Shortcuts and Avoiding Administration
Adam Barber
Martin Heller Potempa & Sheppard, PLLC

Session description coming soon!

12:25 p.m. – 12:55 p.m.
30-minute break

1:00 p.m. – 2:00 p.m.
Business Valuation 101: Beyond Your Neighborhood CPA
Jason Buhlingher
Armanino LLP

In this session Jason provides an overview of the methods of business valuation, and a discussion of the factors and market conditions that are now analyzed when valuing businesses after March 2020. 

  • Discover the “known or knowable principal”
  • What industries are affected most by COVID
  • How to properly include the effects of COVID into a valuation, including discounts and premiums post COVID-19

2:05 p.m. – 3:05 p.m.
Tennessee Trusts Legislative Update
Michael Goode
Lewis Thomason P.C.

Session description coming soon!

3:05 p.m. – 3:20 p.m.
15-minute break

3:20 p.m. – 4:20 p.m.
Drafting Tips and Techniques for Irrevocable Trusts from a Trustee Perspective
Cort Bethman
Pinnacle Financial Partners

Session description coming soon! 

4:25 p.m. – 5:25 p.m.
Live Ethics Presentation
Moderated & Instructed by: Barb McGinnis
Takacs McGinnis Elder Care Law, PLLC

Commentators: Gary K. Aldridge, Jeffrey Carson, Adam Barber and Jeff Mobley

Join Barb for an interactive live session on ethical considerations. Engage and ask questions with some of the presenters of the conference as they discuss the latest in ethical considerations in this virtual live discussion.
Topics to be presented include:

  • Advertising in the digital age — the new rules
  • Conflicts of Interest
  • Substance abuse
  • Fees



Friday, December 10, 2021

8:00 a.m. – 9:00 a.m.
Case Law Updates
Rebecca Blair, Blair Law Firm

Rebecca will review this year’s appellate court opinions effecting probate practitioners including the areas of will and trust drafting, fiduciary responsibility, estate and trust administration, guardianship and conservatorship, and will and trust contests.

9:05 a.m. – 10:05 p.m.
Practice Makes Perfect: Planning with Trusts
Jeff Mobley, Allie Bohannon & Hunter Mobley
Howard Mobley Hayes & Gontarek, PLLC

Welcome to the wonderful world of Tennessee trusts:  Tennessee Community Property Trusts; Tennessee Investment Services Trusts; Tennessee Tenancy By the Entireties Trusts; traditional revocable trusts; Privacy trusts for home ownership; Spousal Lifetime Access Trusts; and the fantastic tool-kit---the Tennessee Uniform Trust Code.

10:05 a.m. – 10:20 a.m.
15-minute break

10:20 a.m. – 11:20 a.m.
Ethics in Uncertain Times 
Michael Crowder, Kennerly Montgomery

2021 has been a year of uncertainty for estate planning and probate attorneys. As the pandemic continues, and faced with potential changes in estate tax exemptions, rates, and other tax rules that, if enacted, would substantially change commonly employed estate planning strategies, attorneys must continue to maintain ethical standards in communicating with clients and representing them in their estate planning and probate administrations. This seminar will review the relevant rules and recent cases to help us in this endeavor.

  • Competency in light of proposed changes
  • Communicating potential changes to clients
  • Practicing remotely
  • Who is the client in probate administration?
  • What services are included in “estate planning”?


11:25 a.m. – 12:25 p.m.
Probate Litigation in a Post-Pandemic World
Scott Hurley, Hurley Law Firm

Session description coming soon! 

12:25 p.m. – 12:55 p.m.
30-minute break

1:00 p.m. – 2:00 p.m.
Business Valuation-Getting It Right!
Gary K. Aldridge, CPA, CVA, CFE
Aldridge Valuation Advisors

Session description coming soon!

2:05 p.m. – 3:05 p.m.
Ethics in Probate & Estate Cases

Session description coming soon! 

3:05 p.m. – 3:20 p.m.
15-minute break

3:20 p.m. – 4:20 p.m.
Checking All the Boxes: Asset Protection
Jeffrey L. Carson, J.D., LL.M., CPWA®, Senior Fiduciary Officer
Diversified Trust

Session description coming soon!

Your Distinguished Faculty

Gary Aldridge Gary K. Aldridge, CPA, CVA, CFE, works for Aldridge Valuation Advisors. For over 25 years Aldridge has served as CFO/Senior Financial Executive in privately held companies ranging from $500,000 to $25 million in revenue. Gary believes businesses are much more than numbers on paper, they represent the aspirations and dreams of entrepreneurs and team members working to achieve something useful together.
Adam Barber

Adam Barber received his undergraduate degrees in Finance and Economics from Grand Valley State University in 2009, his Juris Doctorate and his Master’s in Environmental Law and Policy from Vermont Law School in 2012.

In 2012, Adam began his legal career with Clark and Washington LLC, where he consistently led the firm in bankruptcy filings and litigation throughout his tenure. In 2014, Adam joined the public sector and served as the auditor for the Office of Conservatorship Management (OCM) for Nashville and Davidson County. As a flagship employee of the OCM, Adam helped develop the policies and procedures regarding the financial aspects of conservatorship matters for Nashville and Davidson County.

In 2019, Adam joined the team at Martin Heller Potempa & Sheppard, PLLC with a primary focus on probate administration and litigation. Adam’s path as the probate master has provided him with unique knowledge for his clients as he monitored the thousands of cases filed each year in the Seventh Circuit Court of Nashville and Davidson County. Adam has had the privilege to speak at several Continued Learning Education programs as a member of the judiciary and as a private sector attorney.

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 Master 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 practices with the Blair Law Firm in Brentwood, TN concentrating in the area of civil litigation including tort law, insurance coverage litigation, business litigation, and probate litigation. Ms. Blair is also listed as a Rule 31 General Civil mediator.

Ms. Blair is a member of the Tennessee Bar Association and serves on its House of Delegates. She is a member of the Tennessee and Nashville Bar Foundations. She is a former President of the Tennessee Lawyers Association for Women and a former chair of the Bench Bar Committee of the Tennessee Judicial Conference.

Ms. Blair is a native of Williamson County, Tennessee and currently resides in Franklin with her husband and two children.  

Allie Bohannon Allie Bohannon is a partner at Howard Mobley Hayes & Gontarek, PLLC, a boutique Trusts & Estates Counsel law firm in Nashville, Tennessee. Allie concentrates her practice in the areas of estate planning, tax reduction planning, asset protection planning and business succession planning. She also advises fiduciaries and beneficiaries with regard to trust and estate administration and in dispute resolution involving estates. Allie attended Belmont University – College of Law where she earned her Juris Doctorate in 2015. Prior to attending law school, Allie attended the University of California-Los Angeles, as an undergraduate, where she was a member of the UCLA Cross Country and Track & Field teams, earning All-American honors and All-Academic honors as a student athlete, and attended Vanderbilt University as a graduate student where she earned a Master of Public Policy.
Jason Buhlingher Jason Buhlingher is a Principal in the Transaction Advisory and Litigation Support (TALS) Services practice at Armanino LLP. 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 in 2014. 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” class in 2014.
Jeffrey Carson

Jeffrey Carson serves as Senior Fiduciary Officer for Diversified Trust and is charged with oversight and administration of the Firm’s fiduciary related products and services. In addition, he is also a member of our client service team with a focus on wealth, leading our planning team in Nashville. Immediately prior to joining Diversified Trust, Jeff was Senior Vice President with U.S. Trust, Bank of America Private Wealth Management. Additional, previous experience includes serving as Managing Attorney for the Tennessee office of Vasallo Sloane, P.L., a Miami-based boutique tax and estate planning law firm, as Vice President with The Northern Trust Co., as Assistance Legal Counsel for the Southern Farm Bureau Life Insurance Company and as an Associate Attorney with Page, Kruger & Holland, PA. in Jackson, Mississippi.

Jeff received a Bachelor of Arts (B.A.) in Political Science from the University of Mississippi at Oxford and his Juris Doctor (J.D.) from the Mississippi College School of Law. He has also earned the Master of Laws (LL.M.) degree in Estate Planning from the University of Miami (FL) Law School. In addition to regular speaking engagements and presentations on a variety of professional topics, including trust and estate planning and administration. Jeff is actively involved with numerous community and professional organizations, including current service as a Board Member and President of both The Westhaven Foundation and the Planned Giving Council of Middle Tennessee. He also serves on the Executive Committee of the Estate Planning and Probate Section of the Tennessee Bar Association, for which he served as Chair in 2016-2017.

Michael Crowder

Michael 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.

Crowder was recognized in the inaugural Best Lawyers: Ones to Watch for 2021 in the practice area Trusts & Estates. Super Lawyers recognized Michael as a Mid-South Super Lawyer Rising Star in 2019 for Estate Planning & Probate.

Crowder 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 Goode

Michael S. Goode is special counsel in the Lewis Thomason’s Nashville office, he focuses his practice on the tax, business, and estate planning needs of families and businesses. On an international level, he also assists companies and individuals with their corporate and estate planning needs, including the resolution of reporting requirements. Michael serves as a trusted advisor to governmental agencies, and both small and large companies on various taxation issues.

Goode has extensive experience in preparing estate and business succession plans for a variety of clients both large and small, including those with closely held family businesses, large retirement accounts, and complex legal issues. He works directly with advisors, banks, and trust companies to provide innovative solutions to clients’ wealth preservation needs.

Goode prepares and reviews lease agreements, contracts, estoppels, and SNDAs. He has prepared corporate and tax provisions for large merger and acquisition transactions.

Goode represented a school district before the IRS under the Voluntary Correction Program and successfully resolved its pension plan’s operational failures without penalty to the school district and he wrote new pension legislation. Michael served as the business attorney for a mid-sized Asian company purchasing its first United States factory and assisted a European executive with his foreign account reporting issues and negations with the IRS.

David Hunter

David Hunter is an attorney in the Estate Planning and Tax section at Chambliss, Bahner & Stophel, P.C. He often provides counsel to individuals and businesses on a broad spectrum of tax, corporate, and business law matters. Formerly a CPA with Ernst & Young, David has a rich background in public accounting which helps him guide clients on the complex tax aspects of business succession and wealth planning, acquisition and disposition of business interests, and tax controversy matters. He frequently collaborates with his clients' CPAs, financial and business advisors, and colleagues in other sections of the firm to formulate and implement tax and business planning strategies.

David is licensed to practice in Tennessee and Alabama. He is a member of the Chattanooga Tax Practitioners group and the Chattanooga Estate Planning Council.

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.

Glen A. Kyle

Glen A. Kyle is Certified as an Elder Law Attorney by the National Elder Law Foundation. He is the owner of the Knoxville law office of Franklin & Kyle Elder Law, LLC. He focuses his practice in the specialized field of elder care law which includes Life Care Planning, Medicaid planning and advocacy, estate planning, special needs trusts, and probate and trust administration. 

Glen graduated with honors from the University of Memphis Cecil C. Humphreys School of Law, where he worked in the Elder Law Clinic and served as the Business Editor of the Memphis Law Review.  A Murfreesboro native, Glen earned a bachelor’s degree in History from Rutgers University. Before attending law school, he pursued a decade long career in banking at the branch level.  This experience motivated him to pursue a law degree expressly for the purpose of advocating for older adults.

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. 

Hunter R. Mobley
    Hunter R. Mobley is an attorney at Howard Mobley Hayes & Gontarek, PLLC, specializing in estate planning, estate administration, and tax-exempt organization law. Hunter is a member of the Southeast Fellows Institute of the American College of Trust and Estate Counsel (ACTEC).

    Hunter has degrees from Davidson College (B.S.), University of Kentucky (J.D.), and New York University (LL.M.). A native of Nashville, Hunter graduated from The Ensworth School and Montgomery Bell Academy.

    Hunter has served the community as Vice-President of the Association for the Preservation of Tennessee’s Antiquities, and as a board member for Begin Anew and Mercy Multiplied International. Hunter also served for 6 years as Executive Pastor of Christ Church Nashville.

    In addition to his law practice, Hunter is an Adjunct Professor at Belmont University College of Law and travels teaching the personality tool, the Enneagram. Hunter’s book on the Enneagram, 40 Days on Being a 2, was released by InterVarsity Press in October of 2020.

      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. 

      Nick Nester

      Nick Nester is an attorney in the Estate Planning and Tax section at Chambliss. He works on a variety of matters ranging from estate planning and tax issues to estate and trust administration. Nick often drafts wills, trusts, and powers of attorney. In addition, he works with clients on various probate and tax issues, as well as litigation stemming from trust and estate administration.

      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. 

      Pricing Details

      WHEN: 
      Thursday & Friday, December 9-10, 2021
      Registration begins at 7:30 a.m. The conference begins at 8:00 a.m. and concludes at 5:00 p.m.

       
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