Estate Planning Building Blocks: Preparing for the client meeting

R. Lance Pruitt

Prior to his current employment, Mr. R. Lance Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration, and corporate law. Mr. Pruitt earned his B.S. degree from the University of Tennessee at Knoxville, his J.D. degree from Southern Illinois University School of Law, and his LL.M. degree in taxation from the University of Missouri-Kansas City School of Law. Mr. Pruitt was also an adjunct professor for several years at Tusculum College (Knoxville campus) where he taught Business Law.

I. Key parties to an estate plan | 10:00am – 10:20am

II. Basic documents that comprise and estate plan | 10:20am – 10:40am

III. Benefits of trust planning | 10:40am – 11:00am

Break | 11:00am – 11:10am

IV. Basic trust design | 11:10am – 11:30am

V. Trustee selection – trustee options with pros and cons of each option | 11:30am – 11:50am

VI. Revocable Living Trusts | 11:50am – 12:10pm