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Event Information
Al Todd Estate Planning Workshop
July 07, 2023 - July 08, 2023
Credits
N/A
MCLE: 9.00
Ethics: 1.00
EPP: 9.00
TAX: 9.00
Pricing
Dates
Friday, July 07, 2023 - Saturday, July 08, 2023Time
8:20 AM - 5:00 PMRegistration Deadline
Thursday, July 06, 2023
This program is full. To be added to the waitlist, please email registrar@scbar.org.
The South Carolina Bar – CLE Division is proud to present the 2023 Al Todd Estate Planning Workshop. This advanced level program, named in honor of workshop founder Al Todd, is designed for experienced estate planners and tax attorneys.
This year’s two-day workshop will feature Professor
Sam Donaldson of Georgia State University, national presenter on matters of tax
and estate planning. Friday will continue with David Kunes covering trust planning
with SECURE Act 2.0, followed by ethics and popular breakout session. Saturday morning,
we welcome back S.C. Family Court Judge Vance Stricklin with a follow-up conversation
to intersection of probate law and family law. To end the day, you will hear
from Peter Fleming and Jennifer MacLeod with a presentation on irrevocable life
insurance trusts followed by continuation of Friday’s breakout sessions.
You will have some time Friday and Saturday
afternoons to network and enjoy Kiawah Island and all it has to offer, including
a relaxing spa treatment, golf, or just lounging by the pool or beach. Friday night will feature a reception for you
and your family!
Don’t miss this unique opportunity for
advanced-level training, active participation, and networking with your peers
at one of the top five travel destinations in North America!
Unfortunately, we cannot accept SC Bar
complimentary or discount coupons for this program.
Kiawah Resort Reservation Details: Note - The SC Bar Room Block is already full. Please visit www.kiawahresort.com to check for available rooms or email below address for assistance in finding a reservation.
Call-in your reservations to 866.763.5056 or email group_reservations@kiawahresort.com, reference group as South Carolina Bar Estate Planning Conference and group booking number 14473 (calls will be returned within 48-72 hours in the order received). Deadline for making reservations is June 1. Reservations received after this date or when room block is full are not guaranteed but will be provided at rack rate based on availability. Deposit is required.
One Bedroom Scenic Villa - $310.00 per night; Two Bedroom
Scenic Villa - $490.00 per night
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
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Agenda
Speakers
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Policy
Refunds, less $100 administrative fee, will be made for cancellations received in writing to the CLE Registrar at registrar@scbar.org by 5 p.m., one week prior to the seminar. Cancellations will not be accepted within one week of seminar date. Designated substitutes may take the place of registrants unable to attend.
Continuing Education
Agenda
Friday, July 7, 2023
8 a.m.
Registration and Continental Breakfast
Continental Breakfast sponsored by Colony Family Offices & Trust Company
8:20 a.m.
Welcome and Opening Remarks
Professor S. Alan Medlin
William M. "Bill" Reynolds III
Jonathan E. Spitz
8:30 a.m.
A Federal Tax Update for the Estate Planning Professional
Samuel (Sam) A. Donaldson
Professor of Law, Georgia State University, Atlanta, GA
10:30 a.m.
Coffee Break
Sponsored by GreerWalker LLP
10:45 a.m.
Trust Planning with SECURE Act 2.0
David H. Kunes
Evans Carter Kunes & Bennett, PA, Charleston
11:45 a.m.
Working Lunch
Sponsored in part by Cumberland Trust
12:15 p.m.
Ethical Considerations for the Estate Planner in a Digital World
Jonathan E. Spitz
Todd & Johnson, LLP, Columbia
1:15 p.m.
Breakouts: Table Discussions of Current Estate Planning Trends and Topics
Moderated by Jonathan E. Spitz
2:30 p.m.
Adjourn
6 p.m.
*Reception (for attendees and families; dress is business/resort casual)
Ocean Course Clubhouse
Sponsored by South State Wealth
*On-island transportation provided from hotel and villas. Call from room for pick-up.
Saturday, July 8, 2023
8 a.m.
Continental Breakfast
8:30 a.m.
The Intersection of Probate Law and Family Law, Part II
The Honorable C. Vance Stricklin, Jr.
S.C. Family Court, Columbia
9:45 a.m.
Break
Sponsored by Argent Trust Company
10 a.m.
ILIT's - What's Beneath the Surface Matters
Peter W. Fleming III
Winged Keel Group, Atlanta, GA
Jennifer R. MacLeod
Sojourner, Caughman & Thomas, LLC, Columbia
11 a.m.
Continuation of Table Discussions - Current Estate Planning Trends and Topics
Moderated by Jonathan E. Spitz
12:30 p.m.
Grab and Go Lunch
Sponsored by Bernstein Private Wealth Management
Adjourn
Table Charging Stations
Sponsored by Interactive Legal
Program Contributors
SC Bar Estate Planning, Probate & Trust Law Section
SC Bar Tax Law Section