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Event Information

2025 Estate Planning Essentials

October 16, 2025


Credits

N/A

MCLE: 6.50

Ethics: 0.50



Pricing
CLE Big Ticket
Early Standard Late
$0.00
Essential Committee Member
Early Standard Late
$275.00
Member Registration
Early Standard Late
$275.00
Non Member Registration
Early Standard Late
$275.00
Paralegal
Early Standard Late
$125.00
SC Bar Certified Paralegal
Early Standard Late
$125.00


Dates
Thursday, October 16, 2025

Time
8:50 AM - 5:00 PM



Registration Deadline
Wednesday, October 15, 2025



Location
SC Bar Conference Center
1501 Park Street
Columbia, SC 29201-2730

This important “how to” course will provide authoritative guidance, as well as comprehensive written materials for attorneys of all experience levels to begin or grow their mastery in this challenging practice area.  Our faculty are committed to process-driven teaching that makes practical application the key component of the seminar.  Don’t miss this opportunity to “get the basics” or “get back to the basics” of Estate Planning practice..

This program qualifies for 6.5 MCLE Credit Hours and 0.5 LEPR Credit Hours
SC Supreme Commission on CLE Course #: 254330E
 

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 webcast.

·  Lunch will be provided for those attending in-person.

·   In-person attendees will be offered significant 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
Early Standard Late
$0.00
Essential Committee Member
Early Standard Late
$275.00
Member Registration
Early Standard Late
$275.00
Non Member Registration
Early Standard Late
$275.00
Paralegal
Early Standard Late
$125.00
SC Bar Certified Paralegal
Early Standard Late
$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 

8:55 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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