Product Details

Seminar Highlights

·         Probate and Non-Probate Transfers

·         Criminal Penalties for Exploitation and Undue Influence

·         Death and Tax in Estates

·         Digital Assets in Estate Planning

·         Probate Court Litigation

·         Register/Transfer Out of State Guardianship and/or Conservatorship Matters

·         Annual Case Law Update

 

Seminar Agenda
Welcome and Opening Remarks
The Honorable Heather Galvin, Beaufort County Probate Court
The Honorable Gail Ingram, Chesterfield County Probate Court
S. Leslie McIntosh, McIntosh, Sherard & Sullivan, Anderson
Planes, Trains, and Automobiles…. Probate and Non-Probate Transfers
Rebecca L. Anderson, LawyerLisa, Columbia
Beau Bruhwiler, Federal Aviation Administration, Oklahoma City, OK
Katherine G. Gettys, Gettys Law Firm, LLC, Columbia
Catherine O. Hart, SC Department of Natural Resources, Columbia
Moderator: S. Leslie McIntosh
Criminal Penalties for Exploitation and Undue Influence – A Comparison between Florida Law and South Carolina Law
Shannon M. Miller, The Miller Elder Law Firm, Gainesville, FL
Death and Taxes: An Estate Review
Jonathan E. Spitz, Todd & Johnson, LLP, Columbia
Strategies for Digital Assets in Estate Planning and Administration
Anne Kelley Russell, Womble Bond Dickinson (US), LLP, Charleston
Thomas J. Zamadics, Jr., Womble Bond Dickinson (US), LLP, Charleston
Probate Court Litigation
Daniel L. Draisen, The Injury Law Firm, PC, Anderson
Step by Step: How to Register/Transfer Out of State Guardianship and/or Conservatorship Matters
Rebekah F. Thompson, Jolley Law Group, Hilton Head
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 6.0 Estate Planning & Probate Specialization credit.

 

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 2024, please use this course code: 245497ADO.

Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in2025please use this course code: 250981ADO.  

Tags Estate Planning/Administration; Probate; Big Ticket