Join us for the “The Intersection of Business and Estate Planning: What the Roy Family Teaches Us about Succession Planning" CLE program on Thursday, July 23, 2026, from 12:00 to 1:00 p.m. at the East Tennessee History Center (601 S Gay St.).  

This interactive program offers lessons on law and lawyering founded on facts derived from the HBO series Succession, involving a family-controlled public company listed on the New York Stock Exchange.  The session will engage participants in estate planning problem-solving encompassing state business associations, estate, and trust law and federal securities law and regulation.

A buffet lunch will be included with CLE registration. The lunch buffet will open at 11:30 a.m., and the CLE will begin at Noon.
 

Professor Joan MacLeod Heminway, University of Tennessee, Winston College of Law

Joan MacLeod Heminway is the Rick Rose Distinguished Professor of Law and Director of the Clayton Center for Entrepreneurial Law at The University of Tennessee Winston College of Law.  She also is a fellow in the C. Warren Neel Center for Corporate Governance and the Haslam Leadership Scholars program at The University of Tennessee, Knoxville.  When she joined the College of Law faculty in 2000, Professor Heminway had completed nearly 15 years of corporate transactional law practice (public offerings, private placements, mergers, acquisitions, dispositions, and restructurings) in the Boston office of Skadden, Arps, Slate, Meagher & Flom LLP.  Professor Heminway’s scholarship focuses on securities disclosure law and policy (especially under Rule 10b-5) and business governance and finance issues (including as they relate to fintech and entrepreneurship) under federal and state law.  She is an elected member of the American Law Institute, is admitted to practice in Tennessee (2000) and Massachusetts (1985, inactive), and is a past chair and current executive committee member of the Tennessee Bar Association Business Law Section.  She has coauthored two textbooks—Business Enterprises: Legal Structures, Governance, and Policy (Carolina Academic Press, 5th ed. 2024) and Martha Stewart’s Legal Troubles (Carolina Academic Press 2007), the latter of which she also edited.  Her academic work has been published in a variety of books and law reviews, she is a frequent continuing legal education presenter, and she is a co-editor of the Business Law Prof Blog.
 

Professor Amy Morris Hess, University of Tennessee, Winston College of Law

Amy Morris Hess is UTK Distinguished Service Professor Emerita and Waller, Lansden, Dortch & Davis and Williford Gragg Distinguished Professor Emerita at the University of Tennessee Winston College of Law, where she taught trusts and estates, property, and taxation from 1981 until 2020. Before beginning her teaching career, she practiced law in New York City and Charlottesville, Virginia, concentrating her practice in estate planning and administration. Since 1994, Professor Hess has been the successor author of Bogert, The Law of Trusts and Trustees, a leading multi-volume treatise in the field. She also is the co-author of a casebook on the law of trusts and estates. Professor Hess was an associate editor of the American Bar Association’s Real Property, Probate & Trust Journal from 1990 until 1997 and the editor-in-chief from 1997 to 2001. She served as the American Bar Association advisor to a committee of the Uniform Law Commission that drafted the Uniform Powers of Appointment Act. Professor Hess regularly consults and acts as an expert witness on matters involving estates and trusts law.In 2005, Professor Hess received the Treat Award for Excellence from the National College of Probate Judges for her many contributions to the development of probate and trust law. In 2018, she was inducted in to the Hall of Fame of the National Association of Estate Planners and Councils. She is an academic fellow of the American College of Trust and Estate Counsel.

An additional $5 fee applies when paying during late registration—call (865) 522-6522 with questions.

East Tennessee History Center
601 S Gay St.
Knoxville, TN 37902

Reservations canceled less than 48 hours before the program are subject to the penalty of the entire amount. If you are unable to attend, you may transfer your registration to another individual.