Free Educational And Informational Seminars

At Russ Cook & Associates, PC, we lead free seminars in order to share our expertise with our clients, colleagues, and the community. In addition to conducting in-house seminars, we travel throughout Middle Tennessee providing seminars that are eligible for Continuing Education credits to certified financial planners and attorneys.

The more you know, the better we are able to assist you, your business, and your own customers.

Seminars Tailored To Certified Financial Planners

Free seminars are held for certified financial planners (CFPs) on a frequent basis. If you are a CFP, you may contact us directly to schedule a seminar in your office, or you may do so through the CFP Board in Nashville.

Seminars we are offering in 2019:

Tennessee Revocable Trust Administration After the Client's Death. The seminar focuses on answering some of the more common questions asked concerning the administration of a revocable trust after the death of the client.

Cost Basis Step Up Estate Planning. The seminar focuses on exploring techniques currently available to increase the cost basis of assets through estate planning.

Tennessee Asset Protection Planning. The seminar focuses on asset protection planning for Tennessee residents and the planning documents available to help with a client's asset protection planning goals.

Recent and scheduled seminars include:

  • Tennessee Probate Administration
  • Business Succession Planning with Buy-Sell Agreements
  • Special Needs Trust Planning
  • Tennessee Estate Planning for Clients Under 11 Million
  • Current Estate Planning Techniques Following the Elimination of the Tennessee Inheritance Tax
  • Types, Features, and Taxation of Trusts
  • Tennessee Probate Administration
  • Planning for an Elderly Clients Diminished Capacity
  • Planning for Unmarried and Remarried Couples

About Our Seminar Leader

Lawyer Russ Cook is a well-known expert in matters of estate planning and maintains the following designations:

  • Estate Planning Specialist with the Tennessee Board of Certification and Specialization since 1997
  • Accredited Estate Planner® with the National Association of Estate Planners & Councils (NAEPC)
  • Estate Planning Law Specialist (EPLS) with the National Association of Estate Planners & Councils (NAEPC)

Book A Free Seminar Today

To obtain more information about our seminars or to book a seminar, contact us online, or call us in Brentwood at 615-200-9117.