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Event Information
Essentials Series: Estate Planning
October 28, 2021
Credits
N/A
MCLE: 6.50
Ethics: 0.75
Pricing
Dates
Thursday, October 28, 2021Time
8:55 AM - 5:00 PMRegistration Deadline
Friday, October 29, 2021
Join
the SC Bar CLE Division on Thursday, October 28th for the 2021 Estate
Planning Essentials Course. This full day program, planned by Scott Hutto and Patricia
Scarborough.
This seminar is a basic level program.
Requirement to take South Carolina Bar CLE “Essentials
Series.”
Pursuant
to SCACR
Rule 408(a)(3), newly admitted members are required, unless you fall
within one or more of the exemptions outlined in Rule 408 (a)(3)(A)-(D), to
complete one (not all) of the SC Bar CLE “Essentials Series”
courses. Attendance at Essentials Courses not only meets the Essentials
requirement, but also counts toward your required annual 14 hours of MCLE. No
other CLE course, workshop, video series (i.e., the Supreme Court’s Course of
Study), or bootcamp will satisfy this requirement.
The
“Essentials Series” is comprised of 10 full-day courses, which cover major
practice areas, as well as legal ethics. Each course is designed and
taught by experienced practitioners, are process oriented, and are specifically
designed to provide step-by-step teaching, as well as the opportunity to
interact with the faculty.
By
Order
dated May 5, 2021, the South Carolina Supreme Court has waived the requirement
that new admittees attend an Essentials Series course in-person at the SC Bar
Conference Center. Therefore, if you choose to fulfill the requirement
online, you may do so by completing a pre-recorded, on-demand version of the
program of your choice no later than the annual MCLE filing deadline of March
1, 2022. Those programs will be made available at a later date.
We
will, however, offer each of the Essentials Series programs, live, at the SC
Bar Conference Center. There are advantages to attending in person.
1. Programs
will not be available via live webcast but will be available
on-demand.
2. In-person
attendance will afford the opportunity to interact and network with the
faculty.
3. By
Commission rule, only live, in-person MCLE credit hours may be carried forward
to the following MCLE reporting period.
4. Lunch
will be provided for those attending in-person.
5. In-person
attendees will be offered significant discounts on SC Bar CLE publications.
This program qualifies for 6.50 MCLE; .75 LEPR
SC Supreme Commission on CLE Course # 217604E
Learn more about our in-person CLE safety guidelines.
The South Carolina Bar is an accredited CLE provider in South Carolina only. Attorneys are responsible for seeking their own credit in other jurisdictions.
Disclaimer: The views expressed in CLE programs and publications do not necessarily reflect the opinions of the South Carolina Bar, its sections, or committees. The South Carolina Bar believes that all Bar members have the right to both meaningful learning and to the exchange of ideas in a civil environment. The Bar reserves the right to remove or exclude any person from a Bar event if that person is causing inappropriate disturbance, behaving in a manner inconsistent with accepted standards of decorum, or in any way preventing fellow Bar members from meaningful participation and learning.
Registration Fees
| Price Description | Amount |
|---|
Agenda
Speakers
| Name | Organization | Speaking At |
|---|---|---|
| Florence Scarborough | Evans Carter Kunes & Bennett, PA | - |
| Melody Breeden | Turner Padget Graham & Laney, PA | - |
| Scott Hutto | Hutto Law Firm, PA | - |
| Tyler McLeod | Brown Massey Evans McLeod & Haynsworth, LLC | - |
Policy
Need to cancel or transfer your registration? Simply notify us in writing no later than 24 hours prior to the published start time of the seminar at registrar@scbar.org. You will be eligible to receive a full refund, be transferred to the live webcast or archived on-demand version of the same seminar, if available, or to a live or archived seminar of equal or lesser value. If you need to cancel within 24 hours of the start time of a program, you are eligible to take the program in its archived, on-demand format, if available. Neither transfers to the live webcast, nor refunds will be issued for cancellations made within 24 hours of a seminar start time.
Continuing Education
Agenda
8:30 a.m.
Registration
8:55 a.m.
Welcome and Opening Remarks
Scott W. Hutto
Hutto Law Firm, PA
9:00 a.m.
Substantive Law of South Carolina
Melody Breeden
Turner Padget Graham & Laney, PA
9:45 a.m.
Initial Estate Planning Interview
Scott W. Hutto
10:15 a.m.
Break
10:30 a.m.
Non-Probate Transfers
Tyler E. McLeod
Brown, Massey, Evans, McLeod & Haynsworth, LLC
11:15 a.m.
Drafting Wills - Scenario 1
Scott W. Hutto
12:00 p.m.
Lunch (provided)
1:00 p.m.
Drafting Wills -- Scenario 2
Melody Breeden
1:45 p.m.
Drafting Revocable Trusts -- Scenario 3
Patricia Scarborough
Evans Carter Kunes & Bennett, PA
2:30 p.m.
Break
2:45 p.m.
Drafting Financial Powers of Attorney, Health Care Powers of Attorney
and Living Wills
Tyler E. McLeod
3:45 p.m.
Panel Discussion and Wrap-up about Planning Scenarios
4:15 p.m.
Ethical Pitfalls in Estate Planning
Patricia Scarborough
5:00 p.m.
Adjourn