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The mission of the FPA of Middle Tennessee is to advance the practice and profession of financial planning in Middle Tennessee by providing quality education and leadership to our members, to the financial planning community and to the public it serves.  




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Next Chapter meeting - July 16, 2014
Lipscomb University
Ezell Center, Room Ezell 301
3:30 - 5:30 p.m.

Fiduciary Considerations and Responsibilities in the Administration of Estates & Trusts

Paul A. Gontarek, Attorney At Law

Please join us on Wednesday July 16th for an in depth discussion of fiduciary considerations and responsibilities in the administration of estates and trusts.  Topics will include duties of personal representatives during the probate process; an overview of the concept of fiduciary duty; litigation and liability trends; and defensive tools available to the practitioner. 

 Paul Gontarek is a partner with Howard Mobley Hayes & Gontarek, PLLC and concentrates his practice in the area of trust and estate litigation as well as probate and trust administration.  His principal clients include financial institutions and fiduciaries (both corporate and individual), as well as families, individuals, charities or other entities that are beneficiaries of trusts and estates. 

Paul has also represented multiple banking institutions and trust companies in lawsuits alleging breach of fiduciary duty related to the management and administration of a trust and/or estate.  Paul's trust and estate experience also includes the representation of families, individuals, charities and other entities in will contests; court actions to clarify, interpret or refine specific provisions of wills and trusts; requests to the court on behalf of trustees for instruction and direction; litagation to terminiate or nullify; elective share litigation; and litigation to settle distributive rights to beneficiaries in both trust and estate settlings. 


Program Objectives:

  •  Estate timetable; a summary of what needs to be done
  •  Misconduct and/or removal of personal representatives
  •  Compensation to personal representatives and ethical issues
  •  Special administration issues (concerning real estate and other
  •    difficult assets
  •  Collecting, maintaining and managing assets
  •  Discretionary distributions, investment choices, retention clauses
  •  Obstinate co-trustees; non-judicial settlement agreements
  •  Notification and reporting rules; use of Petitions for Instruction


For more information:


2014 Chapter Meetings

January 15 - Market and Economics Update - 2013 Year in Review and the Market Environment Going Forward

Matthew W. Wright, CFA, Founder, President, Disciplina Group, LLC

Coleigh B. McKay, CFA, Managing Director, Disciplina Group, LLC

February 19

Cyber Crime, Special Agent Dean Kinsman, FBI

March 19
Dollars of Divorce: A Financial Service Frontier
Rosemary Frank, MBA,CDFA,CFE

May 13

Ethics for Everyone, Dan Candura, CFP, Candura Group, LLC

June 18
IRA Beneficiary Designations

Allison Thompson, Attorney-At-Law, Thompson Law Office, PLLC

 July 16
Fiduciary Liability and Case Law Update
Paul Gontarek, Attorney-At-Law, Howard, Mobley, Hayes, & Gontarek

August 20 - TBA

September 17
Special Needs Trust
Michelle Diamond, Cumberland Trust

October 21 - Symposium Belmont University

November 19
Long Term Care Update
Stacia Vetter, Ass't Vice President, National Health Care Corp.



Upcoming Events and



FPA of Middle TN Symposium 2014
October 21, 2014, Belmont University


Register Soon for Early Bird Pricing!


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Take advantage of FPA’s archived ethics courses – each comes complete with streaming audio, PowerPoint presentation and an online CE exam. 


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Diamond Sponsor:

Compass EMP
Mike Organ
P: (615) 620-6149


Platinum Sponsors:


Pacific Life
Mike Bussard


American Century Investments
Dan Shepard
P: (800) 219-7315


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Chris Stack