2021 Bar Convention Probate, Estate Planning & Trust Section Out of Stock
Thank you to our South Carolina Bar Convention Sponsor!
About the Seminar
Please join the Probate, Estate Planning and Trust Section for this year’s annual Convention CLE! This intermediate to advanced level seminar will explore recent developments and some of the hottest trends in estate and probate law and practice with an emphasis on practical solutions to emerging problems in these complex areas.
opening segment features Robert E. Sumner, IV, Esq. of Butler Snow, LLP who
will examine recent trends in fiduciary litigation and provide a general
overview of the fiduciary litigation concepts of which all probate, estate
planning and trust lawyers should have knowledge.
Tiffany Provence, Esq. of Provence Messervy and W. Howard Buddin, Ph.D. will
provide us with a primer on the legal and ethical issues involved in representing
an individual with diminished capacity. Dr. Buddin, a Clinical Psychologist who
specializes in neuropsychology and routinely preforms neuropsychological
assessments to determine an individual’s capacity to make certain decisions,
will help us understand, from a medical perspective, what diminished capacity
is and how practitioners can identify the warning signs of whether a client has
diminished capacity. Ms. Provence will
explore the legal and ethical requirements lawyers have once capacity has been
identified as an issue.
short break, we will revisit Article 5 of the Probate Code, which became
effective on January 1, 2019, from on and off the bench now that judges and
practitioners have practical experience with the new statutory regime and
forms. Colleton County Probate Court Judge Ashley H. Amundson, Associate
Probate Judge of Beaufort County Heather R. Galvin, and Lana M. Jamrosyk, Esq.
will provide an overview of the Guardianship and Conservatorship process under
Article 5 and share lessons that have been learned over the last two years.
Fiduciary Litigation – Current Trends
Robert E. Sumner, IV - Butler Snow, LLP
Representing Clients with Diminished Capacity
Tiffany N. Provence - Provence Messervy, LLC
W. Howard Buddin, Jr. PHD - South Carolina Neuro, LLC (SCNeuro)
Article 5 – Lessons Learned from the Last 2 Years from the Bench and Practitioners
Honorable Heather J. Galvin - Beaufort County
Honorable Ashley H. Amundson - S.C. Probate Court
Lana M. Jamrosyk - Jamrosyk Law Firm, LLC
David H. Kunes - Evans Carter Kunes & Bennett, PA
This seminar qualifies for 2.93 MCLE credit hours, including up to 2.93 Estate Planning & Probate Specialization credit hours.
Note: When submitting your compliance
reports to the SC Commission on CLE and Specialization, if you completed this
in 2023, please use this course code: 231973ADO.