2024 Estate Planning Essentials Out of Stock

Product Details

THIS ONDEMAND PROGRAM IS NOT ELIGIBLE FOR ACCREDITATION OUTSIDE OF SOUTH CAROLINA. 

About the Seminar
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.

Seminar Agenda
Welcome and Introductions
Scott W. Hutto - Hutto Law Firm, PA
Substantive Law of South Carolina
Melody Breeden - Turner Padget Graham & Laney, PA
Non-Probate Transfers
Andrew Rhea - Evans Carter Kunes & Bennett, PA
Client Intake and Initial Estate Planning Interview
Scott W. Hutto
Drafting Wills
Melody Breeden and Scott W. Hutto
Drafting Revocable Trusts
Patricia Scarborough - Evans Carter Kunes & Bennett, PA
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.
Substantive and Procedural Estate Planning Pitfalls
Jordan S. Goewey and David A. Thompson - Thomas, Fisher & Edwards, P.A.
Ethical Pitfalls in Estate Planning
Jordan S. Goewey and David A. Thompson - Thomas, Fisher & Edwards, P.A.
Panel Discussion and Wrap-up about Planning Scenarios
Adjourn

Mandatory MCLE Credit Hours
This seminar qualifies for 6.5 MCLE credit hours, including up to 0.5 LEPR credit hour. 

This seminar is a Basic level program.

Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2025please use this course code: 250995ADOE. 

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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.