Product Details

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

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.

Part 2 will continue with two panel discussions before starting the taxation portion of the workshop, “A Litigator’s and Planner’s Perspectives of Complex Estate Litigation” and “Unintended Consequences of the Power of Attorney.” 

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 reports to the SC Commission on CLE and Specialization, if you completed this in 2024, please use this course code: 241246ADO.

Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2025, please use this course code:  

Tags Estate Planning/Administration; Tax; Big Ticket