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Kiawah Island Golf Resort, Turtle Point Clubhouse

Al Todd Estate Planning Workshop

presented by:
The South Carolina Bar-Continuing Legal Education Division
 
Live at the
Kiawah Island Golf Resort, Turtle Point Clubhouse
 

 
Estate Planning in S.C. in Light of The American Taxpayer Relief Act of 2012
This program qualifies for 8.25 MCLE credit hours, including 1.0 LEPR credit hour, 1.0 credit hour of which is SA/MH ; 7.25 Estate Planning Specialization and 7.25 Taxation Specialization credit hours.
 
This advanced level program is designed for experienced estate planners and tax attorneys and is named in honor of workshop founder, Al Todd. This year’s program will focus on estate planning in light of the American Taxpayer Relief Act of 2012. Those who register by June 15 will be asked to participate in a special estate planning questionnaire, the results of which will be discussed at the program. 
 
This special two-day workshop will feature national and local speakers covering a variety of topics such as the power of generational dynamics in estate planning, elder law considerations, surviving a gift tax audit, asset protection in South Carolina and beyond, life insurance planning and a review of the new South Carolina probate code revisions. In addition, well-known North Carolina resident and former attorney, Jim Blackburn, will present the ethics portion that will cover the one-hour requirement for substance abuse and mental health.
 
You will have some time Friday and Saturday afternoons to network and enjoy Kiawah Island and all it has to offer, including a relaxing spa treatment, golf, or just lounging by the pool or beach. Friday night will feature a reception for you and your family as well as an optional BBQ dinner! Please see the registration page to sign up for the dinner.
 
Don’t miss this unique opportunity for advanced-level training, active participation, and networking with your peers at one of the top five travel destinations in North America! 
 
Special thanks to the S.C. Bar’s Probate, Estate Planning & Trust and Tax Law Sections for their support of this wonderful program!
 
Resort Reservation Information:
A block of villas has been reserved at Kiawah Island Resort’s East and West Beaches.  The program will be held at Turtle Point Clubhouse at East Beach.  East Beach one-bedroom scenic villas are $281.00 per night plus tax and West Beach one-bedroom scenic villas are $250.00 per night plus tax (the rates include on island transportation).  Please use reservation form (click here) or call 800-654-2924 and request the reservations department and mention the SC Bar-Estate Planning Workshop, booking code 9628.  Reservations must be made by June 11, 2013, to guarantee availability.
 
Agenda
Friday, July 12, 2013

8:00 a.m.      Registration and Continental Breakfast
                      Continental Breakfast sponsored by BB&T Wealth (South Carolina)
 
8:45 a.m.       Welcome and Opening Remarks
                      Prof. S. Alan Medlin
                      University of South Carolina School of Law
                      William M. Reynolds III
                      Todd & Johnson, L.L.P., Columbia
                         
9:00 a.m.       Harvesting the Power of Generational Dynamics in Your Estate Plan
                       Matt Thornhill
                       Boomer Project, LLC, Richmond, VA
 
10:00 a.m.     Everything an Estate Planner Needs to Know but is Afraid to Ask about Elder Law
                       Franchelle Millender
                       Millender Elder Law LLC, Columbia
 
11:00 a.m.      Break
 
11:15 a.m.      Surviving a Gift Audit Tax
                       James W. Narron
                       Narron, O’Hale & Whittington, PA, Smithfield, NC
 
12:15 p.m.     Networking Lunch
                       
12:45 p.m.     The Unforgiving Minute: A Cautionary (True) Tale for Lawyers
                       Jim Blackburn
                       Raleigh, NC
 
1:45 p.m.       Adjourn
 
6:00 p.m.       Reception (for attendees and families; dress is business/resort casual)
                       Osprey Point Clubhouse
 
6:30 p.m.       BBQ Dinner for Registrants, Families and Guests
                       Osprey Point Clubhouse
                       (Optional – see registration page)
                                             
Saturday, July 13, 2013
8:00 a.m.        Continental Breakfast
                       Continental Breakfast sponsored by South Carolina Bank and Trust
 
8:30 a.m.        Asset Protection Planning in South Carolina
                       Dan Collins
                       Collins & Collins Attorneys at Law, PA, Greenville
 
9:30 a.m.        Who Needs Life Insurance after The Act?
                       Lawton M. Nease III, PhD, CLU
                       Nease, Lagana, Eden & Culley, Inc., Atlanta, GA
 
10:30 a.m.      Break
 
10:45 a.m.      Highlights and Updates of the South Carolina Probate Code Revisions
                       Catherine H. Kennedy
                       Turner, Padget, Graham & Laney, PA, Columbia
                       Prof. S. Alan Medlin
                       University of South Carolina School of Law, Columbia        
 
11:45 p.m.      Break
 
12:00 p.m.      Roundtable Discussions: Estate Planning and Changes in Estate Planning
Strategies Resulting from The Act and Results of the Pre-Workshop Survey
                       
1:15 p.m.        Adjourn