This program is full. To be added to the waitlist, please email registrar@scbar.org.

The South Carolina Bar – CLE Division is proud to present the 2023 Al Todd Estate Planning Workshop. This advanced level program, named in honor of workshop founder Al Todd, is designed for experienced estate planners and tax attorneys.

This year’s two-day workshop will feature Professor Sam Donaldson of Georgia State University, national presenter on matters of tax and estate planning. Friday will continue with David Kunes covering trust planning with SECURE Act 2.0, followed by ethics and popular breakout session. Saturday morning, we welcome back S.C. Family Court Judge Vance Stricklin with a follow-up conversation to intersection of probate law and family law. To end the day, you will hear from Peter Fleming and Jennifer MacLeod with a presentation on irrevocable life insurance trusts followed by continuation of Friday’s breakout sessions.

You will have some time Friday and Saturday afternoons to network and enjoy Kiawah Island and all it has to offer, including a relaxing spa treatment, golf, or just lounging by the pool or beach.  Friday night will feature a reception for you and your family!

Don’t miss this unique opportunity for advanced-level training, active participation, and networking with your peers at one of the top five travel destinations in North America! 

Special thanks to the SC Bar’s Probate, Estate Planning & Trust and Tax Law Sections for their support of this wonderful program as well as our other sponsors!

Unfortunately, we cannot accept SC Bar complimentary or discount coupons for this program.

This seminar is an advanced level program and has been approved for 9.0 MCLE credit hours, including up to 1.0 LEPR  credit hour as well as 9.0 Estate Planning Probate Specialization credit hours and 9.0 Taxation Specialization credit hours. . SC Commission on CLE course number: 238300.

 Attendance is limited to 90 people.

Kiawah Resort Reservation Details: Note - The SC Bar Room Block is already full.  Please visit www.kiawahresort.com to check for available rooms or email below address for assistance in finding a reservation. 

Call-in your reservations to 866.763.5056 or email group_reservations@kiawahresort.com, reference group as South Carolina Bar Estate Planning Conference and group booking number 14473   (calls will be returned within 48-72 hours in the order received). Deadline for making reservations is June 1.  Reservations received after this date or when room block is full are not guaranteed but will be provided at rack rate based on availability. Deposit is required. 

One Bedroom Scenic Villa - $310.00 per night; Two Bedroom Scenic Villa - $490.00 per night