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Event Information

Essentials Series: Probate and Trust Administration

November 11, 2021


Join 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

CLE Big Ticket
$0.00
Essentials Member
$250.00
Member Registration
$250.00
Non-Member Registration
$250.00
SC Bar Certified Paralegal
$125.00
Price Description Amount

Agenda

Speakers

NameOrganizationSpeaking 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

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

 

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