TN Specific

Trusts, Estates & Probate

Estate Planning in Tennessee: From A to Z

Credits Available
Credit Status Total
Tennessee CLE Approved 6 Total
OnDemand
5 hours 58 minutes
Frank Steiner
R. Seth Oakes
Trey Smith
Jared Eastlack
Ashley Harrison Shudan
With Frank J. Steiner from Frank Steiner Law, PC + 4 others
Recorded August 05, 2025.
Product ID 100534

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Overview

Get Critical Tools for Shaping Your Clients' Legacies

This no-nonsense introduction to estate planning breaks it down to its key working documents and fundamental steps. Learn how to map out asset transfers during life and distributions in probate, prepare clients for incapacity and nursing home care, and more. Whether you're just getting started or looking for a practical refresher, you'll find our expert faculty's insights helpful. Get the tools and tactics you'll need to ensure your client's estates function as intended. Register today!

  • Explore the top types of wills and trusts used in the practice, and pick the right one for each client.
  • Build Medicaid eligibility planning into your overall plans and avoid unintentional tax and creditor exposure.
  • Prevent POA abuse through wise choice of proxy and careful drafting.
  • Help clients plan for medical decision-making and diminishing capacity.
  • Plan for the tax consequences of trusts and other planning techniques and find ways to minimize the tax burden.
  • Spot common mistakes that will land you in hot water in joint representation of spouses.

Abbreviated Agenda

  1. Essential Will and Trust Drafting
  2. Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities
  3. Special Needs Trusts and Medicaid Planning
  4. Financial and Medical Decision-Making, Guardianships
  5. Essential Tax Tactics
  6. Probate in a Nutshell: What to Expect
  7. Legal Ethics

Related Topics

Product ID 100534

Credit Details

Credits Available
Credit Status Total
Tennessee CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Essential Will and Trust Drafting

    1. Client Intake and Crafting the Overall Plan
    2. Wills vs. Trusts
    3. Top Trusts to Use
    4. Drafting Essential Provisions (With Sample Language)
      1. Fiduciary Powers
      2. Distributions
      3. Special Clauses

  2. Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities

  3. Special Needs Trusts and Medicaid Planning

    1. Medicaid Eligibility Criteria
    2. Medicaid Planning Tools
    3. Types of Special Needs Trusts
    4. Essential SNT Provisions
    5. Preserving Benefits
    6. ABLE Accounts

  4. Financial and Medical Decision-Making, Guardianships

    1. Choosing the Right Proxies
    2. "Dangerous" Powers
    3. Adult Guardianships
    4. Medical POAs and Advance Directives

  5. Essential Tax Tactics

    1. Current State and Federal Tax Rates and Exclusions
    2. Tax Tactics for Small vs. Large Estates
    3. Valuation of Assets
    4. Taxation and Tax Consequences of Trusts

  6. Probate in a Nutshell: What to Expect

  7. Legal Ethics

    1. Who Is Your Client?
    2. Conflicts of Interest
    3. Joint Representation of Spouses
    4. Client Capacity
    5. Effective Communication
    6. Practicing Before the IRS
    7. Attorney Fees, Engagement Agreements, and Client Trust Accounts
    8. Preventing UPL

Who Should Attend

This basic level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Tax Professionals
  • Trust Officers
  • Estate Planners
  • Paralegals

Speakers

Frank J Steiner
Frank J.
Steiner
Frank Steiner Law, PC
R. Seth Oakes
R. Seth
Oakes
Oakes Law Firm, PLC
Trey Smith
Trey
Smith
Truist Investment Services, Inc.
Jared W Eastlack
Jared W.
Eastlack
The Bailey Law Firm
Ashley Harrison Shudan
Ashley
Harrison Shudan
Stotler Hayes Group, LLC
Speaker bio
Frank J Steiner

Frank J. Steiner

Frank Steiner Law, PC
Frank Steiner

is an attorney at law with Frank Steiner Law, PC in Nashville, Tennessee, where he practices in the areas of probate, probate litigation, wills and estates, employment law, corporate and business law. He earned his B.A. degree from the University of Kentucky and his M.S. degree from the University of Memphis. In addition to his J.D. degree from South Texas College of Law, Mr. Steiner has a Ph.D. degree from Indiana University. He is admitted to practice in Tennessee courts, Federal Middle and Eastern districts of Tennessee, and the U.S. Court of Appeals for Sixth Circuit.

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Speaker bio
R. Seth Oakes

R. Seth Oakes

Oakes Law Firm, PLC
R. Seth Oakes

is an attorney at his firm Oakes Law Firm, PLC, where his practice is concentrated in estate planning and administration. He is admitted to practice law in Tennessee and is a member of the Knoxville Bar Association, Tennessee Bar Association and American Bar Association. Mr. Oakes earned his B.S. degree from Lincoln Memorial University and his J.D. degree from Duncan School of Law.

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Speaker bio
Trey Smith

Trey Smith

Truist Investment Services, Inc.
Trey Smith

, CFP®, ChFC®, CIMA®, CPWA®, CRPC® is the senior managing director at Truist Investment Services, Inc. He offers over 20 years of experience in financial services, retirement planning solutions, investment management, and more. Mr. Smith works collaboratively with clients to assess their financial situation, goals and objectives, determines risk tolerance, and forms and executes an appropriate investment plan to obtain measurable results. In addition to having published several articles, he has also completed his first two books, The Tips, Tricks and $ Advice They Didn't Teach You in College, and Money Does Grow on Trees: The Family Tree in his Wealth & Family book series. Mr. Smith is a member of the Financial Planning Association. He earned his B.A. degree from the University of Illinois at Urbana-Champaign and his M.B.A. degree from Vanderbilt University - Owen Graduate School of Management.

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Speaker bio
Jared W Eastlack

Jared W. Eastlack

The Bailey Law Firm
Jared Eastlack

is an attorney at The Bailey Law Firm. He has extensive litigation and trial experience in a variety of civil contexts including probate, business, and commercial matters. Mr. Eastlack earned his bachelor's degree from Millsaps College and his J.D., with honors, from the University of Mississippi School of Law. He is a member of the Tennessee Bar Association and the Mississippi Bar Association. Mr. Eastlack is licensed to practice in all state courts in Tennessee and Mississippi; the Western District of Tennessee; the Northern and Southern Districts of Mississippi; and the U. S. Court of Appeals, Fifth Circuit.

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Speaker bio
Ashley Harrison Shudan

Ashley Harrison Shudan

Stotler Hayes Group, LLC
Ashley Harrison Shudan

is a partner and client relations director with Stotler Hayes Group LLC. She has over 15 years of experience representing clients in state and federal trial courts, appellate courts, and before administrative agencies. At Stotler Hayes Group LLC, Ms. Shudan focuses on the representation of health care providers, with practice areas including include Medicaid eligibiltiy, probate and estates, guardianship/conservatorship, collections, litigation, and regulatory compliance. Ms. Shudan completed law school at the University of Tennessee College of Law, with a concentration in advocacy and dispute resolution. She is admitted to practice in Georgia, Kentucky, Missouri, and Tennessee; and before the United States District Court for the Eastern District of Tennessee.

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