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Event Information

2023 Estate Planning Essentials

October 19, 2023


This seminar is a basic level program.  

Join the SC Bar CLE Division on October 19, 2023 for the Estate Planning Essentials Course. This full day program, planned by Scott Hutto and Patricia Scarborough, will feature practitioners and authorities in their fields whose goal is to provide you with practical advice on how to handle cases in the estate planning arena. 

For those required 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.

All essentials’ programs will be held live at the SC Bar Conference Center, Columbia.

· Programs will not be available via live webcast.

· Lunch will be provided for those attending in-person.

· In-person attendees will be offered discounts on SC Bar CLE publications.

 

This program qualifies for 6.50 MCLE

SC Supreme Commission on CLE Course #239665E

 


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
Essential Committee Member
$275.00
Member Registration
$275.00
Non Member Registration
$275.00
SC Bar Certified Paralegal
$125.00
Price Description Amount

Agenda

Speakers

NameOrganizationSpeaking At
Andrew Rhea
Evans Carter Kunes & Bennett, PA  -
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

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.         Non-Probate Transfers 

Andrew Rhea

                        Evans Carter Kunes & Bennett, PA       

 

10:30 a.m.       Break

 

10:45 a.m.       Client Intake and Initial Estate Planning Interview 

Scott W. Hutto

 

11:15 a.m.       Drafting Wills

                        Melody Breeden and Scott W. Hutto

 

12:30 p.m.       Lunch (provided)

 

1:30 p.m.         Drafting Revocable Trusts 

Patricia Scarborough

                        Evans Carter Kunes & Bennett, PA

 

2:45 p.m.         Break

 

3:00 p.m.         Drafting Financial Powers of Attorney, Health Care Powers of Attorney

and Living Wills

Tyler E. McLeod

Brown, Massey, Evans, McLeod & Haynsworth, LLC

 

4:00 p.m.         Panel Discussion and Wrap-up about Planning Scenarios  

 

5:00 p.m.         Adjourn

 

 

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