Al Todd Estate Planning Workshop / SC Taxation Workshop Day 1 Out of Stock

Product Details

THIS ONDEMAND PROGRAM IS NOT ELIGIBLE FOR ACCREDITATION OUTSIDE OF SOUTH CAROLINA. 

About the Seminar
For Part 1 Join William “Bill” Sanderson, partner and co-chair of McGuireWoods' private wealth services group and a member of the firm’s fiduciary advisory services practice, to start the weekend’s workshop. For at least the last two decades, the federal wealth transfer tax has been in a state of continued – sometimes gradual, sometimes fast-paced - evolution. The first part of his presentation will review the landscape of federal legislation dealing with the estate and gift tax and address trends in recent cases, regulatory guidance, and administrative updates that have an impact on this area. Bill will also address trends in the fiduciary litigation practice through a review of recent cases. We are excited to welcome Bill back to South Carolina.

This session will also include a substance abuse/mental health hour, “Reflections & Strategies for Attorney Well-being” and end with “The Dorchester County Low Dow,” discussion with Judge Mary Blunt.

Seminar Agenda
A Scouting Report for Estate Planning and Administration
William I. “Bill” Sanderson - McGuireWoods, Charlottesville, VA
Rose, Thorn, Bud: Reflections & Strategies for Attorney Well-being
Lindsay A. Joyner, Gallivan White & Boyd, Charleston & Columbia
The Dorchester County Low Down
The Honorable Mary Q. Blunt, Probate Judge
The Honorable Molly D. Edwards, Associate Probate Judge
Dorchester County Probate Court
A Litigator’s and Planner’s Perspectives of Complex Estate Litigation
F. Patricia “Patty” Scarborough, Evans Carter Kunes & Bennett, PA, Charleston
Lindsay A. Joyner, Gallivan White & Boyd, Charleston & Columbia
Unintended Consequences of the Power of Attorney
Anne Kelley Russell, Womble Bond Dickinson (US) LLP, Charleston
Jescelyn T. Spitz, Rikard & Protopapas, LLC, Columbia
Robert Rikard, Rikard & Protopapas, LLC, Columbia 

Mandatory MCLE Credit Hours
This seminar qualifies for 5.68 MCLE credit hours, including up to 1.0 SA/MH credit hour
including 2.0 Taxation and 4.68 Estate Planning & Probate Specialization credit.

 This seminar is an Advanced level program.

Note: When submitting your compliance report to the SC Commision on CLE and Specialization, if you completed this in 2025, please use this course code: 250874ADO.

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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.