Handling Probate from Initial Notices through the Estate Closing
Course book included with all formats
This "a through z" guide to probate is designed to take you from the first days of the estate timeline through all the steps of marshaling and valuing estate assets, locating and paying the creditors, paying the beneficiaries, and laying the estate to rest. You will receive the latest updates on the probate court procedure and tax laws, practical guidance from experienced probate attorneys on using spousal elective share and resolving estate disputes, and sample forms and checklists to speed up the administration process. Build a solid foundation for your probate practice - order today!
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November 18 - Jackson
WILLIAM C. BELL JR. is a member of Rainey, Kizer, Reviere & Bell, P.L.C. His practice focuses in the areas of business and real estate transactions, commercial bank lending, estate planning and probate, and commercial litigation. He is a member of the Jackson Madison County Bar Association, the Tennessee Bar Association and The Howell Edmunds Jackson American Inn of the Court. Mr. Bell earned his B.S. degree from the University of Tennessee, his M.B.A. degree from Jacksonville State University, and his J.D. degree from the University of Tennessee College of Law.
CAROL S. GODWIN is an attorney at the law firm of Unger & Godwin Attorney at Law. She is admitted to practice in the state of Tennessee, where she primarily focuses her practice in the areas of real estate, estate planning, and probate. Ms. Godwin received her B.A. degree from the University of Tennessee at Martin and her J.D. degree from the Nashville School of Law. She is a member of the Tennessee Bar Association and the Weakley County Bar Association.
MATTHEW R. WEST is an attorney with Rainey, Kizer, Reviere & Bell, P.L.C., where he practices in the areas of probate and estate planning, trusts, real estate, and creditor rights. Mr. West has almost seventeen years of experience representing clients in the areas of probate, estate planning, conservatorship/guardianship, contract drafting, real estate litigation, business organization, business acquisition, contract litigation, business litigation, trial practice, and appellate practice. He is a fellow of the American Bar Association, and a member of the American Bar Association, Tennessee Bar Association, Madison County Bar Association, and the barrister of the Howell Edmunds Jackson Americans Inns of Court. Mr. West earned his B.S. degree from Union University and his J.D. degree from the Cumberland School of Law at Samford University.
GEORGE ROBERT WHITFIELD III is a partner with Greer, Greer & Whitfield, Attorneys, PLLC, where he represents individuals, businesses, and governmental entities in a variety of legal matters, including business formation and dissolution, business and consumer disputes, real property disputes, estate/trust/probate matters, administrative appeals, and other civil cases. In addition to representing private clients, Mr. Whitfield serves as county attorney for the government of Henry County, Tennessee, attorney for the Henry County School Board, and delinquent tax attorney for the Henry County trustee. He is a member of the Tennessee Bar Association and the South Carolina Bar. Mr. Whitfield received his B.A. degree from Murray State University, his M.B.A. degree from Clemson University, and his J.D. degree from the University of Tennessee.
LAURA A. WILLIAMS is an attorney with the law firm of Rainey, Kizer, Reviere & Bell, P.L.C. when she has significant experience in the areas of business transactions, commercial law, real estate law, creditors’ bankruptcy, estate and disability planning, probate law, and elder law. She handles commercial real estate closings and represents numerous banks in the structuring of commercial loans and the handling of workouts and bankruptcies. In addition, Ms. Williams has extensive experience in the formation of business entities, drafting agreements regarding the sales of businesses, and other business contracts. Ms. Williams administers estates and advises individuals on wills and disability issues, including Medicaid nursing home benefits. She is admitted to practice before the Tennessee U.S. District courts, Tennessee, Western; and the U.S. Bankruptcy courts, Tennessee, Western. Ms. Williams is a member of the Tennessee Bar Association (past member of the Executive Committee of the Elder Law Section and Executive Committee of the Bankruptcy Section), the Jackson-Madison County Bar Association, the National Academy of Elder Law Attorneys, the Jackson Chamber of Commerce (served three terms on the Executive Committee), and The Howell Edmunds Jackson American Inn of Court (chapter president). Ms. Williams received her B.S. degree, with honors, from the University of Tennessee, Martin; and her J.D. degree, with honors, from the University of Tennessee.
November 19 - Nashville
KYLE B. HECKMAN is an attorney with Lee & Lee Attorneys in Lebanon, Tennessee. Mr. Heckman practices in the areas of collections, general civil litigation, landlord-tenant law, real estate law, construction law, corporation and business law, wills and estate planning, and probate. He received his B.S. degree from Middle Tennessee State University and his J.D. degree from Nashville School of Law.
RALPH Z. LEVY JR. 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 ten 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.
PAUL S. 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. Mr. Parker has been practicing law for 30 years and has lectured for National Business Institute and other groups on matters related to choice of business entity, estate planning, and probate. He co-wrote West's probate forms for their Tennessee Practice Legal Forms Book. Mr. Parker is a past treasurer for the Nashville Bar Association, and a member of the Tennessee Bar Association (Tax Section) and American Bar Association (Tax Section). He earned his B.A. degree, cum laude, from Cornell College and his J.D. degree from Vanderbilt University.
A. MICHELLE POSS is a sole practitioner in Nashville. She represents clients in the practice areas of elder law; disability and probate, including estate administrations, conservatorships and guardianships; trust administrations; Social Security; and VA claims. Ms. Poss is a VA accredited attorney and is a Rule 31 general civil mediator. She is licensed to practice in all Tennessee courts, and is admitted to the Tennessee Supreme Court and the U.S. federal courts. Ms. Poss is an active member of the Nashville Bar Association, the Tennessee Bar Association and the Conservatorship Association of Tennessee. She currently serves as president of the Conservatorship Association of Tennessee, co-chair of the NBA Probate Committee, previous board member of CASA, and the St. Thomas Foundation Murfree Circle. Ms. Poss earned her B.S. degree from the Middle Tennessee State University and her J.D. degree from Nashville School of Law.
GRAYSON SMITH CANNON is an attorney in the Gallatin firm of Phillips & Ingrum, where her main areas of practice are Social Security, domestic relations law, family law, and probate. She has previously lectured on Social Security disability matters for National Business Institute. Ms. Smith Cannon has also lectured on Social Security issues, wills and estates, and probate before the public and other attorneys. She is a member of the National Organization of Social Security Claimants' Representatives, Lawyers Association for Women, and the Tennessee and Nashville bar associations. Ms. Smith Cannon earned her B.A. degree from Rhodes College and her J.D. degree from Nashville School of Law.
FRANK J. STEINER practices in the areas of probate, probate litigation, wills and estates, employment law, corporate and business law. He has over 20 years of experience in corporate management with Continental Airlines and Hughes Aircraft Company. In addition to his J.D. degree from South Texas College of Law, he has a Ph.D. degree from Indiana University, and he is employed as an adjunct faculty for the Trevecca Nazarene University Graduate School in Nashville, Tennessee.
JULIE F. TRAVIS MOSS is of counsel with The Blair Law Firm in Brentwood. Her practice areas include estate and trust administration, guardianships and conservatorships, estate planning, real estate, and related litigation. She also advises closely held business owners regarding general corporate matters. Her more than 20 years of diverse legal experience includes ten years as a general practitioner in Michigan and teaching legal writing at Vanderbilt Law School. Ms. Moss earned her B.A. degree from the University of Michigan and her J.D. degree from Loyola University Chicago. She is licensed to practice in the states of Tennessee, Michigan and Illinois (inactive); and is also admitted to practice before the Sixth Circuit Court of Appeals and the United States District Court for the Middle District of Tennessee, the Western District of Michigan, and the Northern District of Illinois. She speaks frequently on estate planning, administration, and litigation topics; and she is a member of the Nashville Bar Association’s Probate and Estate Planning committees.
November 20 - Memphis
CHASITY S. GRICE is an attorney with Peppel, Grice & Palazzolo, P.C., where she practices in the areas of estate and trust administration, estate planning, probate litigation, and elder law. Before joining the firm, she worked for certified public accounting firm where she focused in estate planning for middle to high net-worth families. Ms. Grice also is an adjunct professor at the University of Memphis where she teaches family law and estates, trusts, and probate law in the Legal Studies Department. She was recently appointed by the American Bar Association president as a member of the Commission of Law and Aging. She is admitted to bar in Tennessee and Texas; and a member of the Memphis Bar Association. Ms. Grice just completed her fellowship as a trusts and estates fellow of the American Bar Association's Real Property Trust & Estate Section and now serves as a young leader of the American College of Trust and Estate Counsel. She is also the vice chair to the Elder Law and Long-Term Care Committee with the American Bar Association's Real Property, Trust and Estates Section. Ms. Grice earned her B.A. degree, magna cum laude, from Clark Atlanta University and her J.D. degree with a concentration in transactional tax planning from the University of Tennessee College of Law.
MITCHELL I. LANSKY is a member of the Lansky Law Firm, where he has practiced for more years than he likes to admit, mainly in the areas of estate planning, elder law and corporate/transactional law. He 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 tax from Washington University. Mr. Lansky is also a member of Lawyers With Purpose, a collection of attorneys throughout the U.S. specializing in elder law. He speaks often to diverse groups concerning estate planning and especially elder law.
GORDON B. OLSWING is an attorney with Dowden Worley Jewell & Olswing PLLC, where he practices in the areas of probate, business, and civil litigation in state and federal courts. Mr. Olswing also serves as a Shelby County deputy divorce referee in the Circuit and Chancery courts for the Thirtieth Judicial District in Memphis. He is a Tennessee Supreme Court Rule 31 certified family law and general civil mediator. Mr. Olswing frequently represents clients in probate court in probate estate, guardianship and conservatorship proceedings. He is regularly appointed by probate courts to serve as guardian ad litem, attorney ad litem, special master, and interim conservator. Mr. Olswing has assisted numerous families in the probate court in establishing conservator and guardianships, in contesting and probating wills, and in the administration of both simple and complex estate matters. He is admitted to practice before all federal, state, and local courts in Tennessee and before the United States Tax Court. Mr. Olswing earned his J.D. degree from the University of Memphis, Cecil C. Humphreys School of Law, where he was a member of the Law Review and Moot Court Board.
ANDREW BATTLE SANDERS is the managing attorney at Sanders Law, PLC, where he has over a decade of experience in the areas of estate planning, elder law, probate, corporate law, and business litigation. He received his B.A. degree from Rhodes College and his J.D. degree from the University of Memphis. Mr. Sanders is member of the American, Tennessee and Memphis bar associations; is a Tennessee approved mentor attorney 2015-2016; and is a Veterans Administration accredited attorney.
M. MATTHEW THORNTON is a member of the Memphis law firm of Bourland, Heflin, Alvarez, Minor & Matthews, PLC, where he practices in the areas of probate, trusts, and estate law, handling routine planning and administration, as well as more complex litigation matters. Mr. Thornton is a Tennessee Supreme Court listed Rule 31 mediator. He has successfully represented clients in negotiating disputes, mediation, and civil trials when negotiation fails to achieve his clients' desired results. He earned his B.S. degree, cum laude, from the University of Tennessee at Knoxville and J.D. degree from the University of Tennessee Law School.
JOE WEYANT has operated a solo law practice, based in Clarksville, Tennessee, since 2003. Mr. Weyant focuses his practice on bankruptcy, contract and financial litigation, real estate issues, state and federal tax resolution, and probate and estates. Mr. Weyant is admitted to practice in the state and U.S. District courts of Tennessee, the U.S. Bankruptcy Court and the U.S. Tax Court, as well as before the Internal Revenue Service. He received his undergraduate degree in political science and communication arts from Austin Peay State University, and went on to earn his law degree at Mississippi College School of Law, in Jackson, Mississippi.