Legislative Update and Other Interest Items

OL139-17  |  On Demand  |  Update  |  Self-Study

Description

Recent US and Tennessee statutory changes affecting estate planning, probate and trust planning and administration; cases and other interest items affecting planning.

This video was recorded at the 2017 Tennessee Federal Tax Conference

Credits

Number of Credits Type of Credits
1 Tax

Prerequisites

None

Preparation

None

Notes

TEST YOUR SYSTEM

We have updated the format of the vidoes in the TSCPA On Demand Video Library to optimize your viewing experience. Please take a quick moment to view the video below and test your system.

Can you play the video above? If not, your network's firewall is likely blocking our on-demand courses. Please have an IT professional whitelist vimeo.com and vimeocdn.com. If you have additional questions, please contact TSCPA at 615/377-3825.

Login and eMaterials: To access TSCPA's On Demand Video Library courses and related eMaterials, click on your My CPE page. All On Demand course purchases will be accessible from this personalized page.

Cancellations, substitutions and transfers are not available for On Demand courses or self-study products. By registering for this On Demand course, you agree to TSCPA's Policies and Procedures.

Prices

Member (Early Bird)
$39.00
Non-Member (Early Bird)
$69.00
Member
$39.00
Non-Member
$69.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Facilitators

Albert W. Secor

Albert Secor joined Thomas & Thomas with over 50 years of practicing law with local law firms and private practice, including Trust Department management within local banking systems. He graduated Emory University with a B.A. Degree in Accounting; graduated Emory University with a Juris Doctor Degree with concentration in Taxes and Corporations; and graduated New York University with a LLM in Taxation. His focus has been estate planning, administration of trust accounts, promoting estate and trust services to clients, lawyers, accountants, life underwriters, and Courts.

His extensive career experience includes authoring ‘Tennessee Probate’, a guide for lawyers and legal assistants in the administering of probate estates and Tennessee Elder Law a guide for lawyers and legal assistants in assisting clients with preparations for their elder years. An active teacher, Albert served as an adjunct professor in the Cleveland State Community College legal assistant program, and adjunct professor at UTC. He authored seminar materials used throughout the United States on the preparation of US Estate Tax and US Fiduciary Income Tax returns and on estate planning and the drafting of various types of will and trusts, and taught the seminars. He is a frequent speaker throughout Tennessee at estate planning councils and bar association programs as well as occasional presentations at the Duke Estate Planning Conference. He and a group of similarly qualified lawyers from across Tennessee have been instrumental in enacting legislation to modernize Tennessee’s laws in the areas of wills, trusts, probate, guardianship and conservatorship and taxes resulting in Tennessee being a leading jurisdiction for these matters in the country.

Albert holds various memberships: American, Tennessee and Chattanooga Bar Associations; ACTEC (elected in 1981); Tennessee Probate Study Committee; and Estate Planning Council of Chattanooga. He has received various honors including being named as a Trust and Estate Lawyer in Chattanooga, as noted in ‘The Best Lawyers in America’ originally published in 1983; and founding member and Chair of Tennessee Probate Study Committee.

Personally, he supports several charity groups and publicly funded organizations. He is married, has one step-son and resides in the Hixson area.

Back to Facilitators