Virtual Probate & Estate Planning for Tennessee Attorneys

December 9 - 10, 2021 | Virtual

Day 1 Day 2

Day 1

December 9, 2021
8:00 a.m.-9:00 a.m.	Estate Planning Best Practices Julie Travis Moss, Attorney - The Blair Law Firm Session description coming soon!
9:05 a.m.-10:05 p.m.	Crypto Currency & Estate Planning Nick Nester, Attorney - Chambliss, Bahner & Stophel, P.C. David Hunter, Attorney - 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, Attorney - Law Office of A. Michelle Poss 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, Attorney - Martin Heller Potempa & Sheppard, PLLC
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 Buhlinger, Principal in the Transaction Advisory and Litigation Support (TALS) Services - 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, Special Counsel - 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 H. Bethmann, J.D., LL.M., Attorney & Trust Advisor - Pinnacle Financial Partners Session description coming soon!
4:25 p.m.-5:25 p.m.	Live Ethics Presentation Barbara Boone McGinnis, Attorney - Takacs McGinnis Elder Care Law, PLLC Gary Aldridge, CPA, CVA, CFE - Aldridge Valuation Advisors Jeffrey Carson, Senior Fiduciary Officer - Diversified Trust Adam Barber, Attorney - Martin Heller Potempa & Sheppard, PLLC Jeff Mobley, Attorney - Howard Mobley Hayes & Gontarek, PLLC Moderated & Instructed by: Barb McGinnis Takacs McGinnis Elder Care Law, PLLC Commentators: Gary 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

Day 2

December 10, 2021
8:00 a.m.-9:00 a.m.	Case Law Updates Rebecca Blair, Attorney & Founder - The 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, Attorney - Howard Mobley Hayes & Gontarek, PLLC Allie Bohannon, Attorney - Howard Mobley Hayes & Gontarek, PLLC Hunter R. Mobley, Attorney - 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, Attorney - Kennerley, Montgomery, & Finley, P.C. 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, Principal Shareholder - The Hurley Law Firm, P.C. 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 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 Carson, Senior Fiduciary Officer - Diversified Trust Session description coming soon!

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