Past Events

May 21, 2020 TBA
TBA
March 19, 2020 CANCELED: Impacts of the SECURE Act to Retirement Plans
Lisa Gammeltoft, Rachel Arendt, and Adam Davies
January 16, 2020 Modifying Trusts in 2020
Donald Farinato and Victoria Tillman
November 21, 2019 What Professionals Need to Know About Cyber Security
Justin Joy, CIPP, CIPT
September 19, 2019 Do I Need to Know About Blockchain and Cryptocurrencies?
Matt Lyon - Lincoln Memorial University School of Law
May 16, 2019 Modern Trust Design: Keeping It All in the Family
Bryan Howard: Howard Mobley Hayes & Gontarek, PLLC, Nashville, TN
March 21, 2019 Long Term Care Issues, Concerns, and Solutions
Gabrielle Blake, Nancy Hertwig, and Glen Kyle
January 17, 2019 Qualified Opportunity Zones: What Every Trusts and Estates Lawyer Should Know
Michael Duffy - Director, Merrill Lynch
November 15, 2018 The Capitol Hill Update and Impacts of Tax Reform
Lori Anne Johnston, RSM US LLP
September 20, 2018 Elder and Vulnerable Adult Financial Exploitation
Sam Lonas and Cindy Douglas
May 17, 2018 50 Ways to Lose Your Deductions
Bill Gray
March 22, 2018 We Need to Talk: Difficult Conversations with Older Adults
Glenn A. Kyle, Esq.
January 18, 2018 Economic Forecast for 2018 and Beyond
Dr. Bill Fox
November 16, 2017 Divorce and Prenuptial Agreement in Estate Planning
Melody Luhn
September 14, 2017 Helping Your Clients Turn Their Success Into Significance: Maximizing Collaboration Between Charitable Organizations and Professional Advisors
Dr. Keith Barber Vice Chancellor,University of Tennessee Foundation, Inc; Patrick Wade Executive Director, Pat Summitt Foundation; Hugh Nystrom Director of Development and Alumni Relations, Webb School of Knoxville; Angelia M. Nystrom, JD, LLM, University of Tennessee Foundation, Inc.
May 18, 2017 Inside Story on Chancery Court: Before You Get to the Chancellors
Clerk & Master Howard Hogan, with assistance from Anne McKinney and Victoria Tillman
March 23, 2017 Estate Planning for Digital Assets
Donald J. Farinato
January 19, 2017 Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases
Dana G. Fitzsimons, Jr.
November 17, 2016 Title: Millennials: Journey From Saving to Retirement
Lena Rizkallah, J.P. Morgan
September 15, 2016 Estate Planning and Administration in Anticipation of Family Turmoil
Matthew Thornton
May 19, 2016 Maximizing Business Value - Providing Investment Banking Services to the Middle Market
J. Thomas Decosimo
March 17, 2016 Economic Environment in the U.S. and Tennessee
Dr. Larry Kessler
January 21, 2016 Elder Care Practice
Amelia Crotwell and Monica Franklin
November 19, 2015 Complex Planning at the Intersection of Income and Transfer Taxes - Don't Bring a Spork to a Knife Fight
Thomas J. Pauloski, J.D.
September 17, 2015 Aging in America - Rethinking Estate Planning, Counseling Patients and Families at the End of Life, and Paying for Long Term Care
Peter Strauss, Esq. - Drinker Biddle & Reath, New York, NY
May 14, 2015 The Past Year’s Most Significant, Curious, or Downright Fascinating Fiduciary Cases
Dana Fitzsimons - Bessemer Trust, Atlanta, GA
March 19, 2015 The Evolution of Long-Term Care and Insuring the Risk
Shawn Birtt, CLU CLTC, Nationwide Financial
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