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.
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 atregistrar@scbar.org. You will be eligible to receive a full refund, be transferred to the live webinar 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 webinar nor refunds will be issued for cancellations made within 24 hours of a seminar start time.
Continuing Education
Agenda
8:30 a.m.Registration
8:55 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