Back to Basics and Asset Protection in Estate Planning
OL1614 | On Demand Course | Update | Self-Study
Description
With the signing of the One Big Beautiful Bill and the permanent increase to the estate tax exemption to an all-time high of $15,000,000 (beginning 2026), what concerns drive estate planning for the average clients? This presentation provides an overview of basic estate planning practices to address clients' most mentioned concerns of avoiding probate, minimizing income tax issues, and maximizing the protection of the clients' estates, via asset protection techniques.
This course is part of the 2025 Tennessee Federal Tax Conference Bundle. Purchase the conference bundle here.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.00 | Taxes |
Prices
- Member (Early Bird)
- $59.00
- Non-Member (Early Bird)
- $99.00
- Member
- $59.00
- Non-Member
- $99.00
Instructors
Victoria Tillman, JD
Victoria B. Tillman is the managing shareholder of the law firm, McKinney & Tillman, P.C., having joined the firm in 2002. She enjoys serving her clients in the areas of estate planning, estate and trust administrations, estate and gift taxes, business formation, business succession planning, and formation of tax-exempt organizations and approval of tax-exempt status.
Victoria is a member of the prestigious American College of Trust and Estate Counsel (ACTEC), as well as a member of the Knoxville and Tennessee Bar Associations and the Knoxville Estate Planning Council. She has served on the Board of the Knoxville Estate Planning Council and is a past President of the Council.
Victoria is an adjunct professor for The University of Tennessee, Knoxville Winston College of Law, teaching its Estate Planning Seminar, and prior to that course, she assisted with the Wills Clinic at the College. Victoria is a frequent lecturer for several local organizations and groups.
Victoria received her J.D., summa cum laude, from the University of Memphis School of Law, and her Bachelor of Business Administration degree, with a major in accounting, from Memphis State University, graduating summa cum laude.
Victoria plays an active role in the community through many channels of service; she and her family are active members of their church and especially enjoy going on short-term mission trips. Victoria resides in north Knox County with her husband, Keith, her daughter, Ellen, and her doodle named Charley. Her son is an AEMT in Anderson County, Tennessee.
Back to InstructorsAnne M. McKinney, JD
Anne McKinney recently retired as the founding partner in the firm of McKinney & Tillman, P.C., where she focused her practice on estate planning, estate administration and probate law, including estate, gift and generation-skipping transfer taxation. She has almost 40 years of experience in these areas, including a decade auditing estate and gift tax returns with the U.S. Internal Revenue Service.
A member of the Duke Estate Planning Council and the prestigious American College of Trust and Estate Counsel, Anne has been a frequent lecturer at the University of Tennessee College of Law and countless legal conferences. She is the author of Estate Planning in Tennessee and has frequently been honored by her fellow attorneys, making regular appearances on rosters of top attorneys including: CityView Magazine's "Top Attorneys" list (Wills/Probate, Taxation and Estates and Trusts), Super Lawyers (Estate Planning & Probate) and Best Lawyers in America (Trusts and Estates).
Anne received her B.A. degree, magna cum laude, from Duke University and her J.D. degree from the University of North Carolina School of Law. She lives in Knoxville with her husband, Larry Hartsook, her wonderful son, Rand McKinney, a rambunctious Laborador retriever and a thoroughly disgusted Siamese cat.
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