Location: Nashville School of Law, 4013 Armory Oaks Dr, Nashville, TN 37204
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:
- Advanced estate planning tips
- Checklists with trust drafting tips
- Estate planning with trusts
- Will drafting tips – planning opportunities and challenges for 2015 and beyond
- Planning for digital assets
- Revocable trusts versus traditional will
- Planning for a gradual transfer of land within the family
- Features of properly designed grantor trust for Medicaid and veteran’s planning
- Minimizing fees and costs by utilizing alternatives to probate
- Estate planning using retirement assets
- Strategies for resolving TennCare claims
- Trusts, estate planning, and probate update
- Tips for practicing in probate court
- Ethical issues arising in estate planning and estate administration, such as client confidentiality, billing inquiries, and other difficult-to-resolve dilemmas
- Sample forms and checklists
Speakers:
- Rebecca Blair, The Blair Law Firm, Brentwood
- Julie A. Boswell, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, Nashville
- Jennifer Surber, Surber, Asher, Surber & Moushon, PLLC, Nashville
- Harlan Dodson, Dodson, Parker, Behm & Capparella P.C., Nashville
- Donald J. Farinato, Hodges, Doughty & Carson, PLLC, Knoxville
- David Heller, Martin Heller Potempa & Sheppard, Nashville
- Steve McDaniel, Wyatt Tarrant & Combs LLP, Memphis
- John McDonald, Evans, Jones & Reynolds, PC, Nashville
- Hunter R. Mobley, Howard Mobley Hayes & Gontarek, PLLC, Nashville
- Jeff Mobley, Howard Mobley Hayes & Gontarek, PLLC, Nashville
- Joel D. Roettger, Gentry, Tipton & McLemore, P.C., Knoxville
- Stacy Roettger, The Trust Company of Knoxville, Knoxville
- Brian S. Shelton, Bradley Arant Boult Cummings LLP, Nashville
- Alexander M. Taylor, Kennerly Montgomery & Finley, P.C., Knoxville
- M. Matthew Thornton, Bourland, Heflin, Alvarez, Minor & Matthews, PLC, Memphis
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