Please note: These links will take you to FPA National's Web site.
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.
Next Chapter meeting - July 16, 2014
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.
For more information: firstname.lastname@example.org
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
Cyber Crime, Special Agent Dean Kinsman, FBI
Dollars of Divorce: A Financial Service Frontier
Rosemary Frank, MBA,CDFA,CFE
Ethics for Everyone, Dan Candura, CFP, Candura Group, LLC
IRA Beneficiary Designations
Allison Thompson, Attorney-At-Law, Thompson Law Office, PLLC
Fiduciary Liability and Case Law Update
Paul Gontarek, Attorney-At-Law, Howard, Mobley, Hayes, & Gontarek
August 20 - TBA
Special Needs Trust
Michelle Diamond, Cumberland Trust
October 21 - Symposium Belmont University
Long Term Care Update
Stacia Vetter, Ass't Vice President, National Health Care Corp.
Upcoming Events and
Member Benefits: Use Them
American Century Investments