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Event Information

Live Webcast: 2022 Probate Bench Bar

September 09, 2022


Credits

N/A

MCLE: 6.00

Ethics: 1.00

EPP: 6.00



Pricing
CLE Big Ticket
$0.00
Non Member
$250.00
Probate Judicial Member
$225.00
Regular Member
$250.00
SC Certified Paralegal
$125.00


Dates
Friday, September 09, 2022

Time
8:50 AM - 4:45 PM



Registration Deadline
Saturday, September 10, 2022

The SC Bar CLE Division is proud to present the 2022 South Carolina Probate Bench/Bar Seminar. Please join this year’s distinguished and experienced faculty to guide you through some of the most important issues trending in Probate practice in South Carolina.

As always, this year’s program is mandatory for South Carolina’s Probate Bench and has also been approved for 6.0 hours of Estate Planning and Probate Specialization Credit. If you practice in Probate Court, this is THE program of the year for you!

Seminar highlights:

  • Declaratory Judgement Actions
  • Intersection between Workers’ Compensation and Probate Court
  • Guardianships / Conservatorships
  • Powers of Attorney
  • Challenging Disbursement Decision-Making
  • Where Veterans Affairs Can Assist
  • Jurisdiction Issues
  • Annual Case Law Update, and Ethics!

This seminar is an intermediate to advanced level program.  

This program qualifies for 6.0 MCLE, including up to 1.0 LEPR credit hour. This program also qualifies for 6.0 EPP Specialization credit hours. SC Supreme Commission on CLE Course #: 229471ADO

 


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

CLE Big Ticket
$0.00
Non Member
$250.00
Probate Judicial Member
$225.00
Regular Member
$250.00
SC Certified Paralegal
$125.00
Price Description Amount

Agenda

Speakers

NameOrganizationSpeaking At

Policy

Continuing Education

Agenda

8:30 a.m.          

Registration

Continental Breakfast sponsored by Commonwealth Community Trust

 

8:50 a.m.          

Welcome and Opening Remarks

The Honorable Heather Galvin, Beaufort County Probate Court

                               

9 a.m.                 

Declaratory Judgement Actions Related to Charitable Trusts 

Mary Frances Jowers, S.C. Attorney General’s Office, Columbia

Rebecca Hartner, S.C. Attorney General’s Office, Columbia

 

9:30 a.m.          

Intersection between Workers’ Compensation and Probate Court

Commissioner Melody L. James S.C. Workers’ Compensation Commission, Columbia

W. Michael Duncan, Duncan and Heydary Law, PLLC, Greensboro, NC

Moderator: The Honorable Heather Galvin

 

10:15 a.m.       

Break

 

10:30 a.m.       

Britney's Greatest Hit: Helping Yourself in a System Intended for Others to Help You

E. Robert Frenz, Jr., E. Robert Frenz, Attorney at Law, LLC, Charleston

                                                               

11 a.m.              

Powers of Attorney and Powerless Attorneys

James Ashley Twombley, Twenge & Twombley, LLC, Beaufort

 

11:30 a.m.   

Challenging Disbursement Decision-Making for Trust Administration

Joanne Marcus, MSW, President and CEO, Commonwealth Community Trust, Richmond, VA

Olivia Wong, Director of Education, Commonwealth Community Trust, Richmond, VA

 

12:30 p.m.   

Lunch (on your own)

 

1:45 p.m.          

Practical and Ethical Problems Working with Clients with Diminished Capacity, Rule 1.14

The Honorable Legh Powers Boan, Georgetown County Probate Court

S. Leslie McIntosh, McIntosh, Sherard, Sullivan & Brousseau, Anderson

 

2:45 p.m.          

Estates Where Veterans Affairs Can Assist or Be Involved  

Tim Mercer, Bluestein Attorneys, Columbia/New York

 

3:30 p.m.          

Break 

 

3:45 p.m.          

It Isn’t Yours Until the Judges Says It Is

Thomas R. Sims, Attorney, Orangeburg

 

4:15 p.m.          

Case Law Update

Professor S. Alan Medlin, University of South Carolina School of Law, Columbia

 

4:45 p.m.          

Adjourn

 

 

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