Name Organization Speaking At
Andrew Atkins
Andrew J. Atkins is a partner in the firm of Millender Elder Law LLC and practices in Columbia, South Carolina. He is a member of the National Academy of Elder Law Attorneys (NAELA), the South Carolina Chapter of NAELA (SC NAELA), the Elder Law Committee of the South Carolina Bar, and the Richland County Bar Association. Mr. Atkins is the current President of SC NAELA and is a former Chair of the Elder Law Committee. He has helped to plan continuing legal education seminars on behalf of the Elder Law Committee and SC NAELA and has given presentations on various topics, including estate planning, long term care planning, special needs trusts, and guardianships and conservatorships. In 2013, he was selected as Outstanding Chapter Member of SC NAELA. Mr. Atkins earned his B.A. degree from Furman University and his J.D. degree from the University of South Carolina School of Law.
Millender Elder Law LLC
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Anna Conner
Entered 11/8/18 by rsg (CLE 18-33)
Anna Maria Conner
Disability Rights South Carolina
Bennettsville, SC
Anna Maria Conner is a Senior Attorney at Disability Rights South Carolina (DRSC), the federal and state mandated protection and advocacy system for South Carolina. She is a member of SC Access for Justice, the Civil Rights Section of the SC Bar, the Health Law Committee of the SC Bar, and the Florence County Bar Association. She has also served on the Board of South Carolina Legal Services. Ms. Conner has litigated in federal and state court (in class actions and individual cases), worked on amicus briefs, represented clients in Medicaid appeals, supervised DRSC’s monitoring program, and investigated allegations of abuse and neglect at facilities throughout South Carolina. She has also appeared before the Fourth Circuit Court of Appeals. Prior to her work at DRSC, Ms. Conner was corporate counsel for Advantica Restaurant Group and was in private practice in labor, employment and environmental law defense, administrative law, litigation, appellate practice, and affirmative litigation. She has provided training through the National Institute for Trial Advocacy, the National Alliance on Mental Illness-South Carolina, the National Disability Rights Network, helped plan continuing legal education seminars on behalf of DRSC and the Civil Rights Section of the SC Bar and has given presentations on various topics, including preventing abuse and neglect, the rights of people with disabilities under the Americans with Disabilities Act and the Rehabilitation Act of 1973, Medicaid law and appeals, alternatives to guardianships/conservatorships, and the Civil Rights Act of 1964. She received her B.A. degree from Furman University and her J.D. degree from the University of South Carolina School of Law.
Disability Rights South Carolina
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Anne Russell
A native of Little Rock, Arkansas, Anne Kelley operates out of our
Charleston office and offers clients throughout South Carolina and Georgia a
wide range of estate planning and wealth transfer advice. Primarily, she
provides counsel to business owners, individuals and families who want to
ensure that their wishes are followed in the event of a serious illness or
death.
With her Master of Tax Laws, Anne Kelley works with business owners,
individuals and families to preserve, protect and transfer wealth to the next
generation in the most tax efficient manner.
Anne Kelley has significant experience advising fiduciaries of estates
and trusts on the probate and distribution of assets, the preparation and
filing of fiduciary income and estate tax returns, and general estate and trust
administration. Anne Kelley also represents beneficiaries and fiduciaries in
will contests, spousal elective share petitions, breach of fiduciary duty
claims, and trust modifications.
Her experience extends to representing private foundations, supporting
organizations, public charities and other nonprofit organizations.
Anne Kelley is a Certified Specialist in Estate Planning and Probate
Law in South Carolina.
Professional & Civic Engagement
American Bar Association Real
Property Trust & Estates Section
Vice-Chair, Charitable
Organizations Committee
Assistant Editor, e-Report
South Carolina Bar Probate Estate
Planning and Trust Section
Current Chair, 2021 – 2022
Council Member, July 2015 –
Present
Charleston Estate Planning
Council, Member
Charleston Tax Council, Member
The National Society of The
Colonial Dames of America
Honors & Awards
Recognized in The Best Lawyers
in America (BL Rankings) in the field of Trusts and Estates, 2022
Recognized in Charleston
Business Magazine 's Legal Elite, Tax & Estate Planning, 2021
Education
L.L.M. Taxation, University of
Florida Levin College of Law
J.D., University of Arkansas at
Little Rock, Bowen School of Law
B.A., University of North Carolina
at Chapel Hill
Admitted to Practice
Georgia
South Carolina
Arkansas
U.S. Tax Court
Womble Bond Dickinson (US) LLP
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April Sampson
April Sampson graduated from Washington University in St. Louis in 1995 and from the University of South Carolina School of Law in 1998. She became a member of the South Carolina Bar in November of 1998. Mrs. Sampson began her legal career with Protection and Advocacy for People with Disabilities where she handled legal matters for those with physical and mental disabilities.
In the summer of 1999, Mrs. Sampson became an Assistant Public Defender with the Richland County Public Defender's Office. She worked there for 6 years and rose to Deputy Chief Public Defender before entering private practice. In private practice, Mrs. Sampson worked for Duff, White, & Turner handling special educations matters and civil litigation for school districts. While working for the Law Office of Richard Beinart, she handled both civil and criminal matters.
In 2003, Mrs. Sampson became an adjunct professor for University of South Carolina in the Department of Criminal Justice, and in 2007, she became an associate professor for South University in the Legal Studies Department.
In 2011, Mrs. Sampson joined the Fifth Circuit Solicitor's Office, where she worked as an Assistant Solicitor and Team Leader handling the prosecution of defendants charged with major felonies. In January of 2019, she was promoted to Circuit Deputy Solicitor, where, along with handling her own caseload, she assists the Solicitor with managing and overseeing the office and training new assistant solicitors.
During her career, Mrs. Sampson has been a presenter and faculty member for training seminars offered by the National Advocacy Center, the National Criminal Defense College, Georgia Association of Criminal Defense Lawyers, the Summary Court Judges' Association, the South Carolina Black Lawyers' Association, the South Carolina Bar, the South Carolina Solicitor's Association, and the South Carolina Prosecution Commission.
She also participates in the South Carolina Bar's Mentoring Program as a mentor and helps coach mock trial teams at Dutch Fork High School and the University of South Carolina School of Law.
Ashby Jones and Associates LLC
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David Allison
Judge David Allison was born in 1969 and raised in Pickens by his parents, Bob and Bert Allison, both schoolteachers. He graduated from Pickens High in 1987, Erskine College in 1991, and the University of South Carolina law school in 1995. He practiced law in Pickens County from 1995 until 2018. He began working in his current position in January of 2019. David has a younger brother, Mark, who is an attorney with the Greenville office of McAngus Goudelock & Courie. David has one daughter, Sarah.
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Debora Faulkner
Judge Debora A. Faulkner served as Probate Judge for Greenville County from 1999 through 2022. Prior to her election as Probate Judge, she served as a part-time Associate Judge from 1996-1998. Currently, Judge Faulkner is an Administrative Hearing Board Member for Clemson University in Title IX cases and other related university matters. Prior to her judicial service, Judge Faulkner practiced law for 17 years. She graduated Magna Cum Laude/Phi Beta Kappa from the University of South Carolina in 1979. In May, 1982, she received a Juris Doctorate degree from the University Of South Carolina School Of Law; and, was admitted to the S. C. Bar in November, 1982. She was admitted to practice before the Fourth Circuit District Court and the U.S. Supreme Court. Her memberships in professional organizations are numerous. She has been a regular presenter for the SC Bar, the Greenville County Bar, and the S.C. Probate Judges Association. Judge Faulkner has held various leadership positions with the SC Probate Judges Association including serving as President. She was a member of and state delegate to the National College of Probate Judges (NCPJ). In 2005, NCPJ recognized her for the design and usefulness of her Court's website, finding that it was one of the top 10 websites in the nation. Also, in 2005, she worked with community leaders to fund and implement Mental Health Court in Greenville County. In 2015 the Greenville County Bar Association honored her for her design and implementation of the PAWS (Probate Attorney Web System); a free service for attorneys allowing them computer access to the Court's case management system. Judge Faulkner headed up the Probate Court Pilot Mediation initiative which resulted in Rule 5 of the Probate Rules governing mediation in the Probate Courts. She was also asked to present to mediation students across the state. In 2013, Judge Faulkner served as chair of the Probate Judges committee charged with revising the estate forms, processes, and procedures to reflect the 2014 amendments to the Probate Code. In 2019, she taught probate law as a part time adjunct professor at Greenville Technical College. In 2021 and 2022, she was a guest lecturer on the S. C. Probate Courts at the University of South Carolina School of Law. Until the end of her judicial service, she served on the S. C. Supreme Court Commission of Judicial Conduct, the SC Supreme Court's Probate Court Advisory Committee, and the S. C Supreme Court's Commission on Alternative Dispute Resolution. Judge Faulkner has been published in various S. C. Bar Publications and other professional magazines. As chairperson of the S.C. Supreme Court Task Force on State Courts and the Elderly, she oversaw an in depth study and comprehensive report detailing how the court system can be more responsive to seniors. The report was accepted nationally as a resource for state courts faced with the growing elderly population. Judge Faulkner has received numerous awards, two of which she is especially proud: an Award from the S. C. Attorney General's Office for her work on behalf of South Carolina's senior citizens; and the Scales of Justice Award for her innovative work in educating the public, lawyers, paralegals and law students on the probate practice and procedures. She is a graduate of Leadership Greenville, Class XXVI and Furman University's Riley Institute for Diversity. She received the Paul Harris Fellow award for her community work from Rotary International. She is an advisory board member on the Shoeless Joe Jackson Museum Board and a past member of the Greenville Chorale board, United Way, and the Greenville Technical College Paralegal Board.
Greenville County Probate Court
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Frank Addy
A life-long Greenwood native, Judge Frank R. Addy, Jr. was born in
Greenwood, South Carolina in 1967 to the late F. Robert Addy, Sr., and Mary
Katherine Addy, a retired English teacher. Judge Addy is married and they have
two children.
Judge Addy attended the public schools of Greenwood County, and
upon graduating from high school, he enrolled in the Honors College at the
University of South Carolina. While in college, he was nominated for Phi Beta
Kappa. He graduated from USC cum laude in 1990 with a degree in International
Studies and a minor in business. While attending USC law school, he served as
Articles Editor for the Student Editorial Board of the Real Property, Probate
and Trust Journal, was president of the International Law Society, served on
the International Moot Court Team, and was a member of the Palmetto Law
Society. Judge Addy graduated from law school in 1993 and was admitted to the
SC Bar on November 15, 1993.
Judge Addy began his legal career as Assistant Solicitor for the
Eighth Circuit and was promoted to Deputy Solicitor in 1995. Upon the passing
of his father in early 1997, Judge Addy entered the private practice of law
while also assisting his grandparents in the family business. From 1998 to
1999, he served as Chief Public Defender for Greenwood and Abbeville Counties.
He was appointed Greenwood County Probate Judge on June 3, 1999 and was
subsequently reelected without opposition. From 2006 to 2007 he served
periodically as Special Circuit Judge during the convalescence of the late
Judge Wyatt Saunders. In 2008, Judge Addy assisted in establishing the Eighth
Circuit Drug Court.
Judge Addy has been active in many civic, community, and
professional organizations, including serving as a youth mentor for Greenwood
District 50, coaching the Greenwood High and Ware Shoals High mock trial teams,
and den leader for Cub Scout Pack 222.
From 2005 to 2006 he served as President of the South Carolina
Association of Probate Judges, chaired several committees of that organization,
and chaired the Probate Judge’s Advisory Committee to the Chief Justice from
2001 to 2003. Judge Addy received the Executive of the Year award from the
Emerald Chapter of IAAP in 2003. He currently serves as treasurer for the South
Carolina Circuit Judges Association, he is the Judicial Branch liaison to the
Department of Mental Health, and in 2021 he was appointed as the Circuit Court
representative to the Access to Justice Commission.
Judge and Mrs. Addy are active members of St. Mark United
Methodist Church. He is a member of
Greenwood Masonic Lodge #91, Greenwood Cotillion, and the Rotary Club of
Greenwood. In their spare time, the
Addys enjoy travel and anything to do with boats, the water, or Gamecock
Football.
S.C. Circuit Court
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Heather Galvin
Judge Heather Galvin graduated from Kent State
University with a Bachelor of Arts in political science where she was a member
of the Golden Key National Honor Society and the Delta Zeta Sorority. She
obtained her Juris Doctor from the Cleveland Marshall College of Law at
Cleveland State University and is admitted to the practice of law in Ohio,
South Carolina, and Washington D.C. Prior to moving to South Carolina; she
worked for LexisNexis as an Applications Consultant and Senior Legal Research
Associate. Upon relocating to South Carolina, Judge Galvin served as an
Assistant Solicitor for the 14th Judicial Circuit. In 2007, she opened the Law
Offices of Heather Galvin focusing on the areas of family and probate law. As
part of her practice, she had the opportunity to serve as part-time Staff
Attorney for the Beaufort County Probate Court; contract attorney for the Guardian
ad litem programs in Allendale, Beaufort, Colleton, Hampton, and Jasper
Counties in abuse and neglect proceedings involving children; and pro-bono
Special Prosecutor in Beaufort County for animal cruelty cases. In October of 2012, she was sworn in as
full-time Associate Probate Judge for Beaufort County where she served until
her election as Probate Judge in 2023.
She is the Second Vice President of the South Carolina Association of
Probate Judges and a member of the Executive Committee of the National College
of Probate Judges. In her spare time, she enjoys jogging, swimming, Pilates,
and tennis.
Beaufort County
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Jacqueline Belton
Jacqueline D. Belton has served as an
Associate Probate Judge for the Richland County Probate Court since 1999. The
majority of the cases Judge Belton currently hears are guardianship and
conservatorship cases. In addition, she
also hears civil commitment and estate cases, and recently rotated from the
role of primary to back up judge for the Richland County Mental Health Court.
Before coming to the Probate Court, Judge
Belton was staff counsel in the Office of General Counsel, S.C. Department of
Mental Health (SCDMH). Her areas of
practice there were primarily in employment law, probate law, and
administrative law. Judge Belton also
rotated with other SCDMH attorneys as a Clinical Instructor for the University
of S.C. School of Medicine, for a seminar covering landmark legal cases in the
area of mental health law for fellows in the Medical School's Forensic
Psychiatry Program. Prior to her employment at SCDMH, Judge Belton
was an Assistant Clinical Professor at the University of S.C. School of Law,
and prior to that she was a legal services attorney.
Judge Belton and her husband, David E.
Belton, were honored as the S.C. Bar Young Lawyers of the Year in 1991, the
only husband and wife to have jointly received that honor. She is a past board member, board chair, and
Volunteer of the Year of Mental Health America in Mid-Carolina, and a past
member of the board of Mental Health America of South Carolina. Judge Belton
has made over 25 CLE and Bridge the Gap presentations, has presented several
times at the School for New Probate Judges, and was a member of the faculty of
the National Judicial College from 2005 to 2008, where she co taught the
course "Managing Cases Involving Persons with Mental
Disabilities." Judge Belton has
been a member of the S.C. Bar's Elder Law Committee since 2008. She was a member of the S.C. Bar's Article 5
Task Force and the S.C. Association of Probate Judges' (SCAPJ) Article 5
Workgroup, regarding guardianship and conservatorship amendments to Article 5
of the S.C. Probate Code. Judge Belton
worked with other judges and attorneys on revisions to the statutory law,
Reporter's Comments, and the applicable forms, serving on the drafting
committee, comments committee, and the forms committee. She is a member of the S.C. Association of
Probate Judges and the National College of Probate Judges, and currently
co-chairs the Mental Health Committee of the SCAPJ.
Judge Belton currently teaches a segment on
civil commitment for the 40-hour Crisis Intervention Training (CIT) offered to
local law enforcement officers by S.C. NAMI.
She is also part of the S.C. Judicial Department's S.C. Courts Mental
Health Initiative Workgroup, which was created by Chief Justice Donald Beatty
to address the need for courts at every level of the State's court system to
address issues concerning individuals experiencing mental illness. Judge Belton is from a military family, and
proudly describes herself as an "Army Brat." She graduated from
Wurzburg American High School, in
Wllrzburg, Germany, and
received her A.B.
degree in Sociology from Duke University and her J.D. from Antioch
School of Law, in Washington, D.C.
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Jessica Ferguson
Jessica
was the first person in her family to go to law school. After being home
schooled through high school and growing up on a farm, she attended the
University of Tennessee, Knoxville. While at UTK, she served as a Processor for
the Forensic Anthropology Center ("The Body Farm") and graduated
Magna Cum Laude with a degree in honors psychology and a double-minor in
philosophy and neuroscience. Jessica then moved to South Carolina to pursue her
law degree at the University of South Carolina School of Law, while she worked
as a law clerk for the S.C. House of Representatives Judiciary Committee.
Upon
graduating from the UofSC Law, Jessica served as a judicial law clerk to the
Honorable Amy W. McCulloch, Richland County Probate Court Judge, and Jaqueline
Belton, Associate Probate Judge. During this clerkship, Jessica collaborated
with both judges to solve complex probate issues during the COVID-19 pandemic,
instilling an understanding of and passion for probate law as the foundation of
Jessica’s legal career.
Prior to
joining Turner Padget, Jessica worked for South Carolina Legal Services, a
non-profit law firm with a mission of providing equal access to justice for
all. She was quickly promoted from Staff Attorney to Administration of Estates,
Lead Attorney, and provided holistic legal services for indigent clients
throughout the upstate, ranging from counsel and advice to extended services,
with a focus in probate and elder law, including estate planning,
administration, and litigation.
Jessica
now works as an associate in Turner Padget’s Greenville office, where she
founded the firm’s current probate practice in the South Carolina Upstate
through community education presentations and creating professional
relationships. She focuses on assisting clients comfortably discuss their
estate plans, navigate estate administration, and ensure their voices are heard
in probate litigation, taking care to provide excellent legal guidance and
representation through difficult, uncertain, and emotional times.
Among
other memberships, Jessica is Chair of the S.C. Bar Elder Law Committee,
Co-Chair of the S.C. Bar YLD Wills Committee, and recently spearheaded the YLD
+ Pride Link Wills Clinic, where Jessica and other volunteers worked close to
12 hours preparing basic wills and health care powers of attorney for 26
individuals, pro bono. Jessica was recognized as a 2023 S.C. Woman in Business
Honoree, and classified as a 2023 Legal Elite by the Greenville Business
Magazine.
Turner Padget Graham & Laney, PA
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Kenneth Wingate
Ken received his B.S. degree in Accounting from Clemson
University and his Juris Doctor degree from the University of South Carolina
School of Law. He is a former Certified Public Accountant and is a Certified
Specialist in Estate Planning and Probate Law. He is a Fellow in the American
College of Trust and Estate Counsel (ACTEC), a member of the American Bar
Association, the Columbia Estate Planning Council, the South Carolina
Association of Certified Public Accountants and the American Institute of Certified
Public Accountants and is enrolled to practice before the United States Tax
Court.
Ken served as Articles Editor and Senior Articles
Editor for Probate & Property, a magazine published nationally by the Real
Property, Probate and Trust Law Section of the American Bar Association. He has
served on planned giving advisory boards for the American Heart Association,
Baptist Medical Center of Columbia, Columbia College, and the Medical
University of South Carolina. He is a frequent speaker and an author on the
subjects of estate planning, probate law, probate litigation, and charitable
giving. He is listed in "The Best Lawyers in America" and "South
Carolina Super Lawyers."
He served on the Estate Planning and Probate Law
Specialization Advisory Board for the Commission on Continuing Legal Education
and Specialization. He is a past president of the Richland County Bar's Estate
Planning, Probate and Trust Law Section and served as the Chairman of the South
Carolina Bar's Estate Planning, Probate and Trust Law Section.
Ken served as transition team leader and as
Chairman of the Governor's Commission on Management, Accountability and
Performance for Governor Mark Sanford in 2003, and served as chairman of the
South Carolina Commission on Higher Education for Governors Mark Sanford and
Nikki Haley. Ken served as Chairman of the South Carolina First Steps to School
Readiness board as an appointee by Gov. Haley, and later as an appointee of
Gov. Henry McMaster. He previously served on the board for South Carolina
Jobs-Economic Development Authority and is a past treasurer for the State of
South Carolina. Governor Mark Sanford awarded Ken the "Order of the
Palmetto in 2011 for his service to the State of South Carolina".
Ken serves as the Secretary/Treasurer and as a
Board member of the USLAW Network, an affiliation of more than sixty law firms
with more than six thousand attorneys across the United States, Canada and
Europe.
He is married to the former Catharine Edwards of
Charleston, South Carolina, and has three children. He enjoys hunting and
running. He is an elder and Sunday School teacher at First Presbyterian Church
in Columbia. He is the author of "A Father's Gift: Lessons from
Proverbs" (the Banner of Truth, 2009), and "Run with Endurance: The
Triumph of Faith" (Tolle Lege Press, 2014). Ken is also a Certified
Prescribed Fire Manager through the South Carolina Forestry Committee.
Sweeny Wingate & Barrow, PA
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Laurel Blair
Laurel R.S. Blair, Esq. is a partner based in the Charleston, South Carolina office of Womble Bond Dickinson (US) LLP, a transatlantic law firm with offices across the U.K. and U.S. Laurel is a strategic advisor and litigator with over 25 years of experience representing professional fiduciaries and other clients exclusively in the trusts and estates, private wealth and wealth management areas. She is a certified mediator, and is admitted to the U.S. Tax Court, U.S. District Court for the District of South Carolina, U.S. Court of Appeals (Fourth Circuit) and all South Carolina state courts. She received her B.A. degree from the University of Virginia in Charlottesville, Virginia, and received her J.D. from Syracuse University College of Law in New York.
Womble Bond Dickinson (US) LLP
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Maurice Holloway
Maurice
D. Holloway is a partner of Nelson Mullins Riley and Scarborough, L.L.P. and practices
out of the Greenville, SC and Charlotte, N.C. offices. Maurice advises clients in the areas of
taxation related to mergers and acquisitions, corporate restructuring, entity
formation and real estate transactions. Maurice also advises client in the
areas of estate and business succession planning and probate and trust
administration. Maurice received his
LL.M. in Taxation from the University of Florida College of Law in 1995. He received his J.D., cum laude, from the
University of South Carolina School of Law in 1994. He received his B.S. in Accounting and M.S.
in Accounting with an emphasis in Taxation from Clemson University in 1987 and
1988, respectively. While in law school
he was a member of the South Carolina Law Review, the Order of the Coif, and
the Order of Wig and Robe. Maurice is a
member of the South Carolina Bar. In
addition, Maurice is a Certified Public Accountant and a member of the American
Institute of Certified Public Accountants and South Carolina Association of
Certified Public Accountants. Prior to
entering law school Maurice practiced as a tax accountant with the
international Big Four accounting firm Ernst & Young.
Nelson Mullins Riley & Scarborough, LLP
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S. Medlin
S. Alan Medlin is an attorney licensed to practice in the State of South Carolina since 1979. He received a B.A. degree from the University of South Carolina ( summa cum laude ) in 1976 and a J.D. degree from the University of South Carolina in 1979. From 1979 to 1984, he was a partner in the firm of Whitener, Knight, and Medlin, with an emphasis on estate planning matters and real estate transaction and mortgage lending matters. Since 1984, he has taught at the University of South Carolina School of Law. He has taught courses in Trusts and Estates, Fiduciary Administration, Property, Real Estate Finance, Real Estate Transactions I, Real Estate Transactions II, Legal Ethics, Advanced Legal Ethics, Fundamentals of Professionalism, and Law Practice Workshop. Since 1989, he has co-authored and co-edited, along with Professor Lad Boyle and Howard Zaritsky, the Probate Practice Reporter, a monthly publication distributed nationally. He has served as editor-in-chief, resident editor, and associate editor of the American Bar Association's Real Property, Trust and Estate Law Journal, the scholarly journal of the ABA's Real Property, Trust and Estate section; he also served on the editorial board of Probate and Property magazine, the bi-monthly magazine of the ABA's Real Property, Trust and Estate section. He has published five books, several book chapters, and numerous articles. He has made presentations to regional and national audiences in the areas of legal ethics, estate planning, probate, and real estate law. He is an Academic Fellow of the American College of Trust and Estate Counsel and is a former chair of the Board Governing Certified Specialists in Estate Planning and Probate for South Carolina. Professor Medlin has been named Outstanding Law Faculty Teacher multiple times. He is a recipient of the South Carolina Compleat Lawyer Award and is an honorary member of the South Carolina Association of Probate Judges. He received the 2004 Treat Award recognizing excellence from the National College of Probate Judges. He is a former Chair of the Real Estate Practices Section of the South Carolina Bar.
University of South Carolina School of Law
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Tamara Curry
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