Virtual Probate & Estate Planning for Tennessee Attorneys
December 9 - 10, 2021 | Virtual
Register TodayOverview
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.”
Industry Leading Speakers
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Julie Travis Moss
Attorney, The Blair Law Firm
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Nick Nester
Attorney, Chambliss, Bahner & Stophel, P.C.
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David Hunter
Attorney, Chambliss, Bahner & Stophel, P.C.
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A. Michelle Poss
Attorney, Law Office of A. Michelle Poss
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Adam Barber
Attorney, Martin Heller Potempa & Sheppard, PLLC
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Michael Goode
Special Counsel, Lewis Thomason P.C.
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Barbara Boone McGinnis
Attorney, Takacs McGinnis Elder Care Law, PLLC
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Jeff Mobley
Attorney, Howard Mobley Hayes & Gontarek, PLLC
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Rebecca Blair
Attorney & Founder, The Blair Law Firm
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Cort H. Bethmann
J.D., LL.M.
Attorney & Trust Advisor, Pinnacle Financial Partners
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Michael Crowder
Attorney, Kennerley, Montgomery, & Finley, P.C.
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Scott Hurley
Principal Shareholder, The Hurley Law Firm, P.C.
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Jason Buhlinger
Principal in the Transaction Advisory and Litigation Support (TALS) Services, Armanino LLP
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Gary Aldridge
CPA, CVA, CFE, Aldridge Valuation Advisors
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Jeffrey Carson
Senior Fiduciary Officer, Diversified Trust
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Hunter R. Mobley
Attorney, Howard Mobley Hayes & Gontarek, PLLC
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Allie Bohannon
Attorney, Howard Mobley Hayes & Gontarek, PLLC
Agenda At A Glance
December 9, 2021 | |
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8:00 a.m.-9:00 a.m. |
Estate Planning Best Practices |
9:05 a.m.-10:05 p.m. |
Crypto Currency & Estate Planning |
10:05 a.m.-10:20 a.m. |
15-Minute Break |
10:20 a.m.-11:20 a.m. |
Conservatorships in 2021 |
11:25 a.m.-12:25 p.m. |
When Planning Fails, Probate Shortcuts and Avoiding Administration |
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 |
2:05 p.m.-3:05 p.m. |
Tennessee Trusts Legislative Update |
3:05 p.m.-3:20 p.m. |
15-Minute Break |
3:20 p.m.-4:20 p.m. |
Drafting Tips & Techniques for Irrevocable Trusts from a Corporate Trustee Perspective |
4:25 p.m.-5:25 p.m. |
Live Ethics Presentation |
December 10, 2021 | |
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8:00 a.m.-9:00 a.m. |
Case Law Updates |
9:05 a.m.-10:05 p.m. |
Practice Makes Perfect: Planning with Trusts |
10:05 a.m.-10:20 a.m. |
15-Minute Break |
10:20 a.m.-11:20 a.m. |
Ethics in Uncertain Times |
11:25 a.m.-12:25 p.m. |
Probate Litigation in a Post-Pandemic World |
12:25 p.m.-12:55 p.m. |
30-Minute Break |
1:00 p.m.-2:00 p.m. |
Business Valuation - Getting It Right! |
2:05 p.m.-3:05 p.m. |
Ethics in Probate & Estate Cases |
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 |