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

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Facilitators

Albert W. Secor

Al joined Southeastern Trust Company, a division of Atlantic Capital Bank, N.A. in November 2014 as a Trust Officer. Al has over 40 years of experience in both private practice and banking, specializing in tax and estate planning and administration. In addition to serving individual clients, Al and a group of similarly qualified lawyers from across Tennessee have been instrumental in updating Tennessee’s will, estate administration, trust, guardian and conservator laws enabling Tennessee to be one of the leading jurisdictions in the US in these areas. He is the author of Tennessee Probate, a handbook for lawyers and paralegals in the proper management of estates, and Tennessee Elder Law, a handbook for lawyers and paralegals to help their clients plan for aging and the challenge of managing their affairs. Al received both his Bachelor of Business Administration in accounting and Doctor of Law degrees from Emory University, and earned a Master of Law in Taxation from New York University. He is a Fellow in the American College of Trust and Estate Counsel.

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