Past Events

March 21, 2024 Life Settlements and Life Insurance Valuation Solutions for Estate and Tax Professionals
Jamie Mendelsohn with Ashar Group
January 18, 2024 Charitable Giving: Trends and Tips for Incorporating Charitable Estate Planning Opportunities
Jeremy Pharr, JD, FCEP
November 16, 2023 An Economic Update
Marianne Wanamaker
September 21, 2023 Panel Discussion: Wisdom for the Knoxville Estate Planning Community
Anne McKinney, Sharon Pryse, Doug Yoakley, and Jack Davidson
May 18, 2023 Roth Conversions and Backdoor Roth Strategies
Sara Hill
March 23, 2023 Across the Ages: Understanding Generations in the Workplace
Lelsie Beale - Profusion Strategies
January 17, 2023 State Law Pitfalls: Don't Step In It When Your Client Steps Across State Lines
Gerry Beyer
November 17, 2022 What is NIL and How Did We Get Here
Katheryn Jones, Director of Name, Image and Likeness - University of TN
September 21, 2022 Judge Gary R. Wade - A Life of Leadership
Justice Gary R. Wade
May 19, 2022 Labor Market and Economic Update
Dr. Marianne H. Wannamaker
March 24, 2022 The Art and Science of Business Valuations: A Guide for Attorneys/Advisors
Scott Womack
January 20, 2022 2021: Some Things That Changed (and Some That Didn't)
Stacy Roettger and Joel Roettger
November 17, 2021 Bending the Arc of History Towards Justice
Terrance Franklin
September 23, 2021 Hindsight 2020: What 2020 Taught Us
Anne McKinney
June 22, 2021 Demystifying Distributable Net Income (DNI)
Jeremiah Doyle - BNY Mellon Wealth Management
March 25, 2021 How to Avoid and What to Do If Audited by the IRS
Michael Gregory - Michael Gregory Consulting
March 2, 2021 Trends in the Economy: Today and Tomorrow
Dr. Ryan Mickey - Assistant Professor of Economics, Maryville College
November 18, 2020 Anticipating Will Contests and How to Avoid Them
Dr. Gerry Beyer-Professor, Texas Tech University School of Law
September 22, 2020 Shining Light Through the Darkness (Planning in the Shadow of Uncertainty, Social Distancing and Fear)
Paul S. Lee, Chief Tax Strategist - The Northern Trust Company
March 19, 2020 CANCELLED: 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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