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Event Information

2022 Probate Bench/Bar

September 09, 2022


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.

As always, this year’s program is mandatory for South Carolina’s Probate Bench and has also been approved for 6.0 hours of Estate Planning and Probate Specialization Credit. If you practice in Probate Court, this is THE program of the year for you!

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!

This seminar is an intermediate to advanced level program.

This program qualifies for 6.0 MCLE, including up to 1.0 LEPR credit hour. This program also qualifies for 6.0 EPP Specialization credit hours. SC Supreme Commission on CLE Course #: 229469

Seminar Locations

Attendees can register to attend in person at the SC Bar Conference Center in Columbia, or one of the 4 other locations listed below. All 5 sites count as "in-person"  MCLE hours. Please make your selection during the registration process. 

  • Columbia – SC Bar Conference Center, 1501 Park Street
  • Charleston – Charleston School of Law, 385 Meeting Street, Room 219
  • Greenville – The University Center, 225 S. Pleasantburg Drive (enter the building where all the college flags are), Room 514
  • Myrtle Beach – Horry Georgetown Tech, 950 Crabtree Lane, Room 601
  • Rock Hill – York County Family Court, 1555 West Main Street, Jones Assembly Room

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
Member Registration
$250.00
Non Member Registration
$250.00
SC Bar Certified Paralegal
$125.00
Price Description Amount

Agenda

  Charleston
Charleston School of Law 385 Meeting Street Room 219
  Columbia
SC Bar Conference Center 1501 Park Street Columbia, SC 29201-2730
  Greenville
University Center of Greenville 225 S. Pleasantburg Drive Greenville, SC 29607 Room 514
  Myrtle Beach
Horry-Georgetown Technical College 950 Crab Tree Lane Myrtle Beach, SC 29577
  Rock Hill
Rock Hill Family Courthouse 1555 West Main Street Rock Hill, SC 29732 Jones Assembly Room

Speakers

NameOrganizationSpeaking At
E. Frenz
E. Robert Frenz, Attorney at Law, LLC  -
Heather Galvin
Beaufort County  -
James Twombley
Twenge & Twombley, LLC  -
Joanne Marcus
Commonwealth Community Trust  -
Leigh Boan
Georgetown County  -
Mary Frances Jowers
S.C. Attorney General's Office  -
Melody James
S.C. Worker's Compensation Commission  -
Olivia Wong
Commonwealth Community Trust  -
Rebecca Hartner
Chapter 13 Office of Annemarie B. Mathews  -
S. Medlin
University of South Carolina School of Law  -
Sara McIntosh
McIntosh Law Firm, LLC  -
Thomas Sims
Thomas Ray Sims Attorney  -
Timothy Mercer
Bluestein Thompson Sullivan LLC  -
William Duncan
Duncan and Heydary Law, PLLC  -

Policy

Continuing Education

Agenda

8:30 a.m.
Registration
Continental Breakfast sponsored by Commonwealth Community Trust

8:50 a.m.
Welcome and Opening Remarks
The Honorable Heather Galvin, Beaufort County Probate Court

9 a.m.
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

9:30 a.m.
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

10:15 a.m.
Break

10:30 a.m.
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

11 a.m.
Powers of Attorney and Powerless Attorneys
James Ashley Twombley, Twenge & Twombley, LLC, Beaufort

11:30 a.m.
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

12:30 p.m.
Lunch (on your own)

1:45 p.m.
Practical and Ethical Problems Working with Clients with Diminished Capacity, Rule 1.14
The Honorable Legh Powers Boan, Georgetown County Probate Court
S. Leslie McIntosh, McIntosh, Sherard, Sullivan & Brousseau, Anderson


2:45 p.m.
Estates Where Veterans Affairs Can Assist or Be Involved 
Tim Mercer, Bluestein Attorneys, Columbia/New York

3:30 p.m.
Break

3:45 p.m.
It Isn't Yours Until the Judges Says It Is
Thomas R. Sims, Attorney, Orangeburg

4:15 p.m.
Case Law Update
Professor S. Alan Medlin, University of South Carolina School of Law, Columbia

4:45 p.m.
Adjourn

 

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