"Non-Judicial Settlement Agreements in TN"
Stephanie Edwards, J.D., L.L.M., Partner, Co-Chief Fiduciary Officer, Trust and Estate Advisor at Equitable Trust Company, Paul Gontarek, Member, Mobley & Gontarek, and Rob Malin, J.D., Senior Vice President and Fiduciary Counsel at Pinnacle Trust and Investment Services, will discuss Non Judicial Settlements.
Tennessee has broadened the scope of Non-Judicial Settlement Agreements. The panel will discuss the legislative updates, what matters can be addressed through a NJSA, and what matters are better not be addressed through a NJSA.
Stephanie Edwards, J.D., L.L.M., Partner, Co-Chief Fiduciary Officer, Trust and Estate Advisor at Equitable Trust Company, Paul Gontarek, Member, Mobley & Gontarek, and Rob Malin, J.D., Senior Vice President and Fiduciary Counsel at Pinnacle Trust and Investment Services, will discuss Non Judicial Settlements..
Paul Gontarek is a partner with Mobley & 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.
Rob Malin is fiduciary counsel and trust and wealth advisor at Pinnacle Financial Partners. He is a board certified estate planning legal specialist.
Stephanie J. Edwards is a Partner, Co-Chief Fiduciary Officer and Trust Advisor at Equitable Trust Company. Stephanie was in private practice in the areas of estate planning, tax planning, estate administration, and succession planning for closely held businesses as a partner at Waller Lansden and practiced at Howard Mobley for 25 years prior to coming to Equitable Trust.
EPC of Middle TN meetings are open only to members and invited guests. Members will receive a registration email 3 weeks prior to the event.
