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Event Information
Essentials Series: Probate and Trust Administration
November 11, 2021
Credits
N/A
MCLE: 6.75
Ethics: 0.50
Pricing
Dates
Thursday, November 11, 2021Time
8:55 AM - 4:45 PMRegistration Deadline
Friday, November 12, 2021Join the SC Bar CLE Division on Thursday, November 11th for the 2021 Probate and Trust Administration Essentials Course. This years program was planned by practitioners Scott Hutto and Deidre W. Edmonds.
This seminar is a basic level program.
Requirement to take South Carolina Bar CLE “Essentials
Series.”
Pursuant
to SCACR
Rule 408(a)(3), newly admitted members are required, unless you fall
within one or more of the exemptions outlined in Rule 408 (a)(3)(A)-(D), to
complete one (not all) of the SC Bar CLE “Essentials Series”
courses. Attendance at Essentials Courses not only meets the Essentials
requirement, but also counts toward your required annual 14 hours of MCLE. No
other CLE course, workshop, video series (i.e., the Supreme Court’s Course of
Study), or bootcamp will satisfy this requirement.
The
“Essentials Series” is comprised of 10 full-day courses, which cover major
practice areas, as well as legal ethics. Each course is designed and
taught by experienced practitioners, are process oriented, and are specifically
designed to provide step-by-step teaching, as well as the opportunity to
interact with the faculty.
By
Order
dated May 5, 2021, the South Carolina Supreme Court has waived the requirement
that new admittees attend an Essentials Series course in-person at the SC Bar
Conference Center. Therefore, if you choose to fulfill the requirement
online, you may do so by completing a pre-recorded, on-demand version of the
program of your choice no later than the annual MCLE filing deadline of March
1, 2022. Those programs will be made available at a later date.
We
will, however, offer each of the Essentials Series programs, live, at the SC
Bar Conference Center. There are advantages to attending in person.
1. Programs
will not be available via live webcast but will be available
on-demand.
2. In-person
attendance will afford the opportunity to interact and network with the
faculty.
3. By
Commission rule, only live, in-person MCLE credit hours may be carried forward
to the following MCLE reporting period.
4. Lunch
will be provided for those attending in-person.
5. In-person attendees will be offered significant discounts on SC Bar CLE publications.
This program qualifies for 6.75 MCLE; 0.50 LEPR
SC Supreme Commission on CLE Course #217962E
Learn more about our in-person CLE safety guidelines.
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.
Registration Fees
Price Description | Amount |
---|
Agenda
Speakers
Name | Organization | Speaking At |
---|---|---|
Deirdre Edmonds | Law Office of Deirdre W. Edmonds, PA | - |
James Nelson | The Nelson Law Firm of Bluffton, LLC | - |
Scott Hutto | Hutto Law Firm, PA | - |
William Newsome | Newsome Law, P.A. | - |
Policy
Need to cancel or transfer your registration? Simply notify us in writing no later than 24 hours prior to the published start time of the seminar at registrar@scbar.org. You will be eligible to receive a full refund, be transferred to the live webcast or archived on-demand version of the same seminar, if available, or to a live or archived seminar of equal or lesser value. If you need to cancel within 24 hours of the start time of a program, you are eligible to take the program in its archived, on-demand format, if available. Neither transfers to the live webcast, nor refunds will be issued for cancellations made within 24 hours of a seminar start time.
Continuing Education
Agenda
8:30 a.m.
Registration
8:55 a.m.
Welcome and Opening Remarks
Scott W. Hutto
Hutto Law Firm, PA
9:00 a.m.
Pre-Administration and Considerations in Opening the
Estate
Deirdre W. Edmonds
Law Office of Deirdre W. Edmonds PA
9:45 a.m.
Representing a Fiduciary: Ethics in Estate
Administration
Scott W. Hutto
Hutto Law Firm, PA
10:15 a.m.
Break
10:30 a.m.
Estate Administration
Deirdre W. Edmonds
11:45 a.m.
Lunch (Included)
12:15 p.m.
Estate Administration (Continued)
Deirdre W. Edmonds
1:15 p.m.
Trust Administration
J. Aaron Nelson, Jr.
The Nelson Law Firm of Bluffton, LLC
2:00 p.m.
Break
2:15 p.m.
Post-Mortem Tax Issues
William G. Newsome, III
Newsome Law, P.A.
3:00 p.m.
Special Probate and
Trust Situations
J. Aaron Nelson, Jr.
William G. Newsome, III
4:15 p.m.
Panel Discussion
(General discussion of how panel members operate their
probate practice)
4:45 p.m.
Adjourn