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Event Information

2024 Estate Planning Essentials

October 10, 2024


 

This basic level seminar is perfect for those who wish to launch an estate planning practice or freshen up your knowledge or skills in this challenging discipline.  It is also one of the ten SC Bar CLE-sponsored “Essentials Series” courses for newly admitted practitioners.  This full day program, planned by Scott Hutto and Patricia Scarborough, features experienced estate planning practitioners whose goal is to provide you with practical advice on how to evaluate and handle wills and trusts, create effective estate plans for your clients, and navigate the potential substantive, procedural and ethical pitfalls common to an estate planning practice. 

This program qualifies for 6.5 MCLE; 0.5 LEPR

SC Supreme Commission on CLE Course # 246645E

This seminar is a basic level program.

 

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

CLE Big Ticket
$0.00
Essential Committee Member
$275.00
Member Registration
$275.00
Non Member Registration
$275.00
SC Bar Certified Paralegal
$125.00
Price Description Amount

Agenda

Speakers

NameOrganizationSpeaking At
Andrew Rhea
Evans Carter Kunes & Bennett, PA  -
David Thompson
Thomas, Fisher & Edwards, P.A.  -
Florence Scarborough
Evans Carter Kunes & Bennett, PA  -
Jordan Goewey
Thomas, Fisher & Edwards, P.A.  -
Melody Breeden
Turner Padget Graham & Laney, PA  -
Scott Hutto
Hutto Law Firm, PA  -

Policy

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.        

Substantive Law of South Carolina 

Melody Breeden

Turner Padget Graham & Laney, PA

 

9:45 a.m.        

Non-Probate Transfers 

Andrew Rhea

Evans Carter Kunes & Bennett, PA  

 

10:30 a.m.      

Break

 

10:45 a.m.      

Client Intake and Initial Estate Planning Interview 

Scott W. Hutto

 

11:15 a.m.      

Drafting Wills

Melody Breeden and Scott W. Hutto

 

12:15 p.m.     

Lunch (provided)

 

1:15 p.m.       

Drafting Revocable Trusts 

Patricia Scarborough

Evans Carter Kunes & Bennett, PA

 

2:15 p.m.       

Break

 

2:30 p.m.       

Drafting Financial Powers of Attorney, Health Care Powers of Attorney

and Living Wills

Jordan S. Goewey and David A. Thompson

Thomas, Fisher & Edwards, P.A.

 

3:15 p.m.       

Substantive and Procedural Estate Planning Pitfalls

Jordan S. Goewey and David A. Thompson

Thomas, Fisher & Edwards, P.A.

 

3:45 p.m.       

Ethical Pitfalls in Estate Planning

Jordan S. Goewey and David A. Thompson

Thomas, Fisher & Edwards, P.A.

 

4:15 p.m.       

Panel Discussion and Wrap-up about Planning Scenarios  

 

5:00 p.m.       

Adjourn

 

 

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