TN Specific

Trusts, Estates & Probate

Tennessee Trusts Guide

Credits Available
Credit Status Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
OnDemand
5 hours 56 minutes
Mitchell Lansky
Paul Parker
David Heller
Jennifer Chambers-Smith
Julie Eisenhower
With Mitchell I. Lansky from The Lansky Law Firm + 4 others
Recorded November 17, 2025.
Product ID 100940

Buy This Course

Course Includes
$489

OnDemand Video

Video Download

Course Book Download

Overview

Explore the Building Blocks of Estate Plans

This practical introduction to trusts will help you build a better understanding of how they're chosen, created, and used. Break down the different types of trusts, the trust language used in drafting and case law, key tax planning and reporting issues, and essential trust administration tasks. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Register today!

  • Master essential trust principles.
  • Explore top trusts currently in practice: their unique features, requirements, and uses.
  • Identify key revocable trust mistakes and get guidance for preventing problems.
  • Explore tax saving tactics tailored to unique client needs.
  • Get suggestions for the use of specific language in trusts.
  • Clarify the requirements for the formation of a special needs trust.
  • Come away with practical examples and trust language needed to put your new knowledge to use right away.

Abbreviated Agenda

  1. Introduction to Trusts: Main Terms, Concepts, Parties
  2. Revocable Living Trusts
  3. Irrevocable Trusts: Essential Uses and Key Provisions
  4. Special Needs Trusts (SNTs) Structures and Uses (With Sample Trust Language)
  5. Taxation and Tax Consequences of Trusts
  6. Trust Administration Basics
  7. Legal Ethics of the Trusts Practice

Related Topics

Product ID 100940

Credit Details

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

Agenda

All times are shown in

  1. Introduction to Trusts: Main Terms, Concepts, Parties

    1. Main Terms and Concepts Defined
    2. State and Federal Laws Governing the Creation and Administration of Trusts
    3. State and Local Tax and Property Laws Affecting Trust Drafting
    4. Who Are the Main Parties? Their Duties and Responsibilities to a Trust
    5. Clarifying Reasons for Drafting a Trust
    6. Deciding Which Type of Trust to Use
    7. Top Trust Uses for Non-Taxable Estates

  2. Revocable Living Trusts

    1. Testamentary vs. Revocable Trusts (and Pourover Wills)
    2. Drafting Tips and Samples
    3. Common Mistakes to Avoid
    4. Qualified Terminable Interest Trusts (QTIPs)
    5. Tax Consequences and Planning
    6. When a Revocable Trust Becomes Irrevocable

  3. Irrevocable Trusts: Essential Uses and Key Provisions

    1. Unique Features of Irrevocable Trusts
    2. Trust Language Review
    3. Types of Irrevocable Trusts and Their Uses

  4. Special Needs Trusts (SNTs) Structures and Uses (With Sample Trust Language)

    1. The Types of Special Needs Trusts and Their Specific Purposes
    2. Who Can Be the Beneficiary
    3. Protecting Benefits Eligibility
    4. Drafting Tips and Sample Trust Provisions
    5. Maximizing Allowable Expenses

  5. Taxation and Tax Consequences of Trusts

    1. State and Federal Tax Laws Update
    2. Tax Reporting: Accounting vs. Distributable vs. Taxable Income
    3. Fiduciary Tax Returns
    4. Tax Basis in the Assets
    5. Tax Consequences of Trustee Investment, Distributions, and Other Activity
    6. Trusts Used for Tax Reduction
    7. Marital Trusts After ATRA and TCJA
    8. Grantor Trusts and Grantor Trust Status Toggling
    9. Trusts in Estate Administration

  6. Trust Administration Basics

    1. Trust Funding and Trust Assets Management
    2. Laws Governing the Administration of Trusts
    3. Administration Expenses and Trustee Compensation
    4. Distributions and Accountings
    5. Trust Modification, Decanting, and Constructive Trusts
    6. Common Disputes

  7. Legal Ethics of the Trusts Practice

    1. Who is Your Client?
    2. Confidentiality in Third Party Communications
    3. Assessing the Client's Capacity
    4. Avoiding Fraudulent Transfers

Who Should Attend

This basic level online seminar is designed for the professionals involved in creating and administering trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Tax Managers
  • Wealth Managers

Speakers

Mitchell I Lansky
Mitchell I.
Lansky
The Lansky Law Firm
Paul S Parker
Paul S.
Parker
Dodson Parker Behm and Capparella PC
David E Heller
David E.
Heller
Martin, Heller, Potempa & Sheppard, PLLC
Jennifer J Chambers-Smith
Jennifer J.
Chambers-Smith
Chambliss, Bahner & Stophel P.C.
Julie D Eisenhower
Julie D.
Eisenhower
Patel & Eisenhower, PLLC
Speaker bio
Mitchell I Lansky

Mitchell I. Lansky

The Lansky Law Firm
Mitchell Lansky

is a member of the Lansky Law Firm in Memphis. He has practiced for more than 30 years, mainly in the areas of estate planning, elder law and corporate/transactional law. Mr. Lansky earned his B.S.B.A. degree from the University of Florida, his J.D. degree from Cumberland School of Law-Samford University and his LL.M. degree in taxation from Washington University. He is also a member of Lawyers With Purpose, a collection of attorneys throughout the U.S. focusing in elder law. Mr. Lansky speaks often to diverse groups concerning estate planning, and especially elder law. He has 3 adult children and 3 grandchildren. Mr. Lansky is active in his community and enjoys running, cycling, and yoga.

View full profile
Speaker bio
Paul S Parker

Paul S. Parker

Dodson Parker Behm and Capparella PC
Paul Parker

is a shareholder in the Nashville law firm of Dodson Parker Behm and Capparella PC, practicing in the areas of estate planning and probate, tax, small business, and corporation law. He has been practicing law for more than 30 years. Mr. Parker started his legal career as a tax attorney with the accounting firm of Ernst & Young, and then worked in the Trust Department of Commerce Union Bank (now Bank of America). He sits on tax committees for the Tennessee and Nashville bar associations. Mr. Parker earned his B.A. degree, cum laude, from Cornell College and his J.D. degree from Vanderbilt University.

View full profile
Speaker bio
David E Heller

David E. Heller

Martin, Heller, Potempa & Sheppard, PLLC
David Heller

is an attorney with the Nashville law firm of Martin, Heller, Potempa & Sheppard, PLLC where he concentrates his practice in the areas of estate planning and probate; including asset protection planning for high-net-worth individuals, business succession planning, charitable planning, and generation skipping planning. He serves on several boards and committees of nonprofit organizations in the Nashville area, and is a member of the Tennessee and Nashville bar associations. Mr. Heller earned his B.S. degree from Carnegie-Mellon University, his J.D. degree from Widener University School of Law and his LL.M. degree in tax law from Georgetown University Law Center.

View full profile
Speaker bio
Jennifer J Chambers-Smith

Jennifer J. Chambers-Smith

Chambliss, Bahner & Stophel P.C.
Jennifer Chambers-Smith

is is Of Counsel with Chambliss, Bahner & Stophel PC in Chattanooga, Tennessee. She is admitted to practice in Tennessee, Georgia, Texas, and Arkansas. She is a private wealth attorney with extensive experience preparing personalized estate plans and documents for clients. Early in her career, Ms. Chambers-Smith worked as a law clerk in a court with a significant focus on trust and estate matters. The experience gave her a thorough understanding of the dynamics of estate administration from a court perspective and taught her the crucial role of attention to detail in the drafting of wills. When Ms. Chambers-Smith moved into law firm work, trusts, estates and conservatorships were a natural fit. Today, she represents clients in all estate planning and conservatorship processes, including: drafting of wills, trusts, advance directives, and prenuptial agreements; assisting executors and administrators with estate administration; preparing estate tax returns; trust administration and annual tax return preparation; conservatorship applications and proceedings; ongoing conservatorship management; and estate and conservatorship litigation. Ms. Chambers-Smith earned her J.D. degree at Texas Tech University School of Law. She was recognized as an "Attorney for Justice" by the Tennessee Supreme Court for her pro bono service.

View full profile
Speaker bio
Julie D Eisenhower

Julie D. Eisenhower

Patel & Eisenhower, PLLC
Julie Eisenhower

is an owner and managing partner with Patel & Eisenhower, PLLC, in Knoxville, Tennessee. She practices primarily in the areas of estate planning, trust administration, probate, conservatorships, elder law, family law, appellate law, civil litigation and serves as an administrator ad litem and fiduciary for many estates. Ms. Eisenhower is a Master Certified Estate Planner® through the National Institute of Certified Estate Planners. Ms. Eisenhower earned an A.A. degree in history from Pellissippi State Technical Community College, summa cum laude, and a B.A. degree in history, summa cum laude, from the University of Tennessee. She earned her J.D. degree from the University of Tennessee College of Law. Ms. Eisenhower is currently a candidate for an LLM in elder law and estate planning through the Western New England University School of Law.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us