TN Specific

Trusts, Estates & Probate

Tennessee Probate and Trust Administration

Credits Available
Credit Status Total
Mississippi CLE Approved 6.7 Total
Tennessee CLE Approved 6.67 Total
OnDemand
6 hours 31 minutes
Arthur Fowler
Sonya Murphy
Frank Steiner
Jared Eastlack
R. Lance Pruitt
Ryan Shamblin
Ralph Levy
With Arthur M. Fowler III from Fowler Baker Shade PLLC + 6 others
Recorded September 22, 2025.
Product ID 100557

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Overview

Creditor Claims, Distributions, Tax Issues, and More!

Working through issues that arise through probate and trust administration can be daunting. Are you well-equipped with the tools you need to succeed? This insightful course will take you through steps in probate administration, including information on creditor and debt issues, tax and more. You will also get valuable insight on trust administration, including the handling of accounting, distributions and taxes. Don't miss this opportunity to hone your probate and trust administration skills - register today!

  • Take a closer look at the initial steps for filing the estate.
  • Discuss what needs to be done to handle creditor claims and debts.
  • Make sure everything is in order for the final distribution of the estate.
  • Review what issues need to be addressed concerning taxes in probate administration.
  • Get the latest information on taxation concerns associated with trusts.
  • Explore the different types of trusts and how they are used.
  • Learn ways to manage, sell and distribute property and assets in trust administration.
  • Gain a better understanding of the distinctions between trust fiduciary accounting and income tax accounting.

Abbreviated Agenda

  1. Probate Process and Overview
  2. Assets, Creditor Claims and Debt Considerations
  3. Distributions, Final Accounting and Closing the Estate
  4. Tax Issues in Probate Administration
  5. Accounting/Distributions in Trust Administration
  6. What You Need to Know About Trusts
  7. Trust Taxation Issues
  8. Ethics and Estate Administration

Related Topics

Product ID 100557

Credit Details

Credits Available
Credit Status Total
Mississippi CLE Approved 6.7 Total
Tennessee CLE Approved 6.67 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Probate Process and Overview

    1. Review of the Probate Timeline
    2. Forms of Administration
    3. Deadlines to be Aware of
    4. Documents Used in the Probate Process
    5. Information Gathering
    6. Laws of Intestacy
    7. Initial Petition and Notices
    8. Sample Forms, Letters and Documents

  2. Assets, Creditor Claims and Debt Considerations

    1. Marshalling Probate and Non-Probate Assets: Key Procedures
    2. Properly Ensure ALL Debt is Located and Handled
    3. Required Public Notices to Creditors
    4. Priority and Payment Determinations for Claims
    5. Contested Claims and Prescribed Claims
    6. Appropriately Dealing with Creditors
    7. Insolvent Estates
    8. Sale of Assets to Satisfy Creditors

  3. Distributions, Final Accounting and Closing the Estate

    1. Documents Needed to Close the Estate
    2. Proper Transfer and Timing of Distributions - Probate and Non-Probate Assets
    3. Distributions in Kind
    4. Distribution to Minors, Surviving Spouse and Trusts
    5. Disposition of Unclaimed Assets
    6. Fees for Personal Representatives and Attorneys
    7. Annual Accounting Requirements and Format
    8. Final Accounting Checklist
    9. Estate Closing Procedures

  4. Tax Issues in Probate Administration

    1. State and Federal Tax Considerations
    2. Tax Deadlines and Extensions
    3. Essential Tax Forms and Returns
    4. Deductions and Exemptions
    5. Income Tax and Basis Adjustment for Decedent's Assets
    6. Real Property Tax Considerations

  5. Accounting/Distributions in Trust Administration

    1. Notices of Proposed Actions
    2. Uniform Principal and Income Act
    3. Trust Provisions Concerning Distributions
    4. Managing, Selling and Distributing Property and Assets
    5. Investing Assets
    6. Distinctions Between Trust Fiduciary Accounting and Income Tax Accounting
    7. Determining Trustee Fees
    8. Communication with Creditors
    9. Distribution to Beneficiaries
    10. Trust Termination

  6. What You Need to Know About Trusts

    1. Types of Trusts and Their Purpose
    2. Jurisdiction
    3. Duties and Powers of the Trustee
    4. Valuation of Assets
    5. Funding a Trust
    6. Communication with Beneficiaries
    7. Amending and Modifying the Trust
    8. Trust Administration Checklist
    9. Sample Forms and Documents

  7. Trust Taxation Issues

    1. Tax Returns: Annual and Final
    2. Tax Consequences of Trustee's Actions
    3. Real Property Taxes
    4. Income Taxation
    5. Estate and Generation-Skipping Transfer Taxes
    6. Tax Consequences of Paying Retirement Benefits to Trusts
    7. Tax Basis in the Assets

  8. Ethics and Estate Administration

    1. Breach of Fiduciary Responsibility
    2. Avoiding Conflicts of Interest
    3. Confidentiality
    4. Fee Agreements

Who Should Attend

This intermediate level online seminar is designed for professionals who want to be more effective in the probate and trust administration process, such as:

  • Attorneys
  • CPAs and Accountants
  • Tax Professionals
  • Financial Planners and Wealth Managers
  • Trust Officers
  • Paralegals

Speakers

Arthur M Fowler III
Arthur M.
Fowler, III
Fowler Baker Shade PLLC
Sonya Murphy
Sonya
Murphy
U.S. Small Business Administration
Frank J Steiner
Frank J.
Steiner
Frank Steiner Law, PC
Jared W Eastlack
Jared W.
Eastlack
The Bailey Law Firm
R. Lance Pruitt
R. Lance
Pruitt
R. Lance Pruitt
Ryan N Shamblin
Ryan N.
Shamblin
The Hurley Law Firm, P. C.
Ralph Z Levy Jr.
Ralph Z.
Levy, Jr.
Dickinson Wright PLLC
Speaker bio
Arthur M Fowler III

Arthur M. Fowler, III

Fowler Baker Shade PLLC
Arthur Fowler

is an attorney with Fowler Baker Shade PLLC in Johnson City, Tennessee. He focuses his practice on probate and land disputes. Mr. Fowler graduated from Hampden-Sydney College with his B.A. degree, after which he attended Macquarie University in Sydney, Australia and obtained a post graduate diploma in accounting. Upon returning to Tennessee, he attended The University of Memphis, Cecil C. Humphreys Law School, graduating, cum laude, with his J.D. degree.

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Speaker bio
Sonya Murphy

Sonya Murphy

U.S. Small Business Administration
Sonya Murphy

has served as an attorney advisor at the U.S. Small Business Administration - Office of Disaster Assistance and as a contract advisor for the Internal Revenue Service. She presently maintains a solo transactional practice, which focuses on business law and estate planning. Ms. Murphy earned her bachelor's degree from Tennessee Tech University - College of Business and her J.D. degree from Charlotte School of Law, where she obtained a Leadership Excellence Certification. She is admitted to practice law in Tennessee.

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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
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. degree, 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
R. Lance Pruitt

R. Lance Pruitt

R. Lance Pruitt
R. Lance Pruitt

provides consultation and solutions to clients in the areas of estate planning, asset protection and business succession planning. Prior to his current employment, Mr. Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration and corporate law. He also is an adjunct professor at Tusculum College. Mr. Pruitt earned his B.S. degree from The University of Tennessee at Knoxville, his J.D. degree from Southern Illinois University School of Law, and his LL.M. degree from the University of Missouri-Kansas City.

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Speaker bio
Ryan N Shamblin

Ryan N. Shamblin

The Hurley Law Firm, P. C.
Ryan Shamblin

is a senior attorney and vice president of Hurley Law Firm PC. His law practice is focused on civil litigation involving: wrongful death; loss of limb; serious/ catastrophic personal injury; automobile accidents; products liability; toxic torts; medical malpractice; will contests; will construction; breach of contract cases; property line/ boundary disputes and some employment law. Mr. Shamblin is a skilled researcher and an adept legal writer. He earned his B.A. degree, cum laude, from University of Tennessee - Knoxville and his J.D. degree, cum laude, from University of Tennessee College of Law.

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Speaker bio
Ralph Z Levy Jr.

Ralph Z. Levy, Jr.

Dickinson Wright PLLC
Ralph Levy

is of counsel with Dickinson Wright PLLC, a full-service law firm with almost 500 attorneys with offices in Michigan, Tennessee, Arizona, California, Florida, Nevada, Ohio, Kentucky, Texas, Washington, D.C. and Toronto, Ontario. His areas of practice include entity formation and operation, entrepreneurial business services, estate planning and family succession planning, health enterprises and transactions, and tax planning and controversies. In over 40 years of practicing law, Mr. Levy's extensive experience includes private practice, as well as serving for more than 10 years as general counsel, executive vice president and secretary for Gambro Healthcare, Inc., a national provider of dialysis services. He is a member of the Tennessee Bar Association and the Nashville Bar Association. Mr. Levy earned his A.B. degree, cum laude, from Colgate University, his LL.M. degree from New York University and his J.D. degree from Vanderbilt University School of Law.

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