2022 Probate Bench/Bar


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About the Seminar
The SC Bar CLE Division is proud to present the 2022 South Carolina Probate Bench/Bar Seminar. Please join this year’s distinguished and experienced faculty to guide you through some of the most important issues trending in Probate practice in South Carolina.

 

Seminar highlights:
Declaratory Judgement Actions
Intersection between Workers’ Compensation and Probate Court
Guardianships / Conservatorships
Powers of Attorney
Challenging Disbursement Decision-Making
Where Veterans Affairs Can Assist
Jurisdiction Issues
Annual Case Law Update, and Ethics!

 

Seminar Agenda
Welcome and Opening Remarks
The Honorable Heather Galvin, Beaufort County Probate Court
Declaratory Judgement Actions Related to Charitable Trusts
Mary Frances Jowers, S.C. Attorney General’s Office, Columbia
Rebecca Hartner, S.C. Attorney General’s Office, Columbia
Intersection between Workers’ Compensation and Probate Court
Commissioner Melody L. James, S.C. Workers’ Compensation Commission, Columbia
W. Michael Duncan, Duncan and Heydary Law, PLLC, Greensboro, NC
Moderator: The Honorable Heather Galvin
Britney's Greatest Hit: Helping Yourself in a System Intended for Others to Help You
E. Robert Frenz, Jr., E. Robert Frenz, Attorney at Law, LLC, Charleston
Powers of Attorney and Powerless Attorneys
James Ashley Twombley, Twenge & Twombley, LLC, Beaufort
Challenging Disbursement Decision-Making for Trust Administration
Joanne Marcus, MSW, President and CEO, Commonwealth Community Trust, Richmond, VA
Olivia Wong, Director of Education, Commonwealth Community Trust, Richmond, VA
Practical and Ethical Problems Working with Clients with Diminished Capacity, Rule 1.14
The Honorable Leigh Powers Boan, Georgetown County Probate Court
S. Leslie McIntosh, McIntosh, Sherard, Sullivan & Brousseau, Anderson
Estates Where Veterans Affairs Can Assist or Be Involved
Tim Mercer, Bluestein Attorneys, Columbia/New York
It Isn’t Yours Until the Judge Says It Is
Thomas R. Sims, Attorney, Orangeburg
Case Law Update
Professor S. Alan Medlin, University of South Carolina School of Law, Columbia
Adjourn

 

Mandatory MCLE Credit Hours
This seminar qualifies for 6.0 MCLE credit hours, including up to 1.0 LEPR and 6.0 Estate Planning & Probate Specialization credit hours. This seminar is also approved for 6.0 hours for Probate Judges.

 

This seminar is an Intermediate to Advanced level program. 

 

Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2022,please use this course code:  229471ADO.

 

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: 234563ADO.  

 

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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.

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