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Event Information
2024 Probate & Trust Administration Essentials
November 14, 2024
Credits
N/A
MCLE: 6.75
Ethics: 0.50
Pricing
Dates
Thursday, November 14, 2024Time
8:50 AM - 4:45 PMRegistration Deadline
Wednesday, November 13, 2024
The SC Bar CLE Division is pleased to present our annual Probate and Trust Administration Essentials seminar. This basic level
seminar is designed by Course Planners Scott Hutto and Deidre Edmonds to
provide practical guidance and a step-by-step approach to handling estate and
trust work for attorneys new to this area, as well as a concise refresher for
more experienced trust, estate and elder law practitioners.
Our experienced
and dedicated faculty will walk you through the processes necessary to open an
estate, administer both trusts and estates, understand and handle post-mortem
tax issues. In addition, you will learn about
the ethical implications of representing a fiduciary. There will also be a very practical
discussion of the real-life problems that can arise in probate and trust
administration practice. This special
seminar concludes with a panel discussion and Q&A by our distinguished
faculty which will provide you with insights on opening and operating an estate/probate
practice.
This seminar is a basic level program.
This program qualifies for 6.75 MCLE; 0.50 LEPR
SC Supreme Commission on CLE Course #246644E
For
those required 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.
All
essentials’ programs will be held live at the SC Bar Conference Center,
Columbia.
Programs
will not be available via live webinar.
Lunch
will be provided for those attending in-person.
In-person
attendees will be offered discounts on SC Bar CLE publications.
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 | - |
| Meagan MacBean | Newsome Law, P.A. | - |
| Scott Hutto | Hutto Law Firm, PA | - |
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
8:50 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
Scott W. Hutto
9:45 a.m.
Representing a Fiduciary: Ethics in Estate Administration
Scott W. Hutto
10:15 a.m.
Break
10:30 a.m.
Estate Administration
Deirdre W. Edmonds
Law Office of Deirdre W. Edmonds PA
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
Meagan MacBean
Newsome Law, P.A.
3:00 p.m.
Special Probate and Trust Situations
J. Aaron Nelson, Jr.
Meagan MacBean
4:15 p.m.
Panel Discussion
(General discussion of how panel members operate their probate practice)
4:45 p.m.
Adjourn