Probate/Estate Planning Section Members: $385 ($435 after 6/23)
Tax Law Sections Members: $385 ($435 after 6/23)
All others: $435 ($485 after 6/23)

Unfortunately, we cannot accept SC Bar complimentary or discount coupons for this program.

The South Carolina Bar – CLE Division is proud to present the 2017 Al Todd Estate Planning Intensive Workshop. This advanced level program is designed for experienced estate planners and tax attorneys and is named in honor of workshop founder Al Todd.  

This special two-day workshop will open with presentations from Dean Brant Hellwig of Washington and Lee University, followed by Marie Monroe and Billy Newsome. Friday will also include a unique ethics presentation by Michael Burke. You don’t want to miss Saturday morning with John Goldsbury from U.S. Trust, as well as Ben Dean and Scott Schmidt’s Firearms and Estate Planning presentation followed by Charles Hodges of Jones Day.

You will have some time Friday and Saturday afternoons to network and enjoy Kiawah Island and all it has to offer, such as a relaxing spa treatment, golf, or just lounging by the pool or beach.  Friday night will feature a reception for you and your family!

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 SC Bar’s Probate, Estate Planning & Trust and Tax Law Sections for their support of this wonderful program, as well as our other sponsors.

This is an advanced level program.

American Cancer Society
Argent Trust Company (Friday Reception Sponsor)
BB&T Wealth Management (Friday Breakfast Sponsor)
Colonial Trust Company (Saturday Breakfast Sponsor)
GreerWalker, CPA's (Saturday Breakfast Sponsor)
Lawgic, LLC
SC Bar Probate, Estate Planning & Trust Law Section
SC Bar Tax Law Section
Security Federal Trust
South State Bank & Trust (Friday Lunch Sponsor)
U.S. Trust

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 $304 per night plus resort fee & taxes and West Beach one-bedroom scenic villas are $270 per night plus resort fee & taxes (the rates include on island transportation). For reservations, call 800-654-2924 and ask for Villa Reservations and, mention the SC Bar – Estate Planning Workshop, booking code 9702. Click here to download a reservation form. Deadline for making reservations is June 6. Reservations received after this date will only be filled on a space-and-rate available basis.

Friday, July 7, 2017

8:00 a.m. Registration and Continental Breakfast
Continental Breakfast sponsored by BB&T Wealth

8:20 a.m. Welcome and Opening Remarks
Professor S. Alan Medlin
William M. “Bill” Reynolds III
Jonathan E. Spitz
Arthur E. “Artie” White III
8:30 a.m. Estate and Gift Tax Landscape Under the Trump Administration
Brant J. Hellwig
Dean and Professor of Law, Washington and Lee University School of Law

9:30 a.m. Income Tax Issues Arising in the Family Limited Partnership Context
Brant J. Hellwig
Dean and Professor of Law, Washington and Lee University School of Law

10:30 a.m. Break
Sponsored by GreerWalker, CPAs

10:45 a.m. Retirement Planning with Employee Benefits
E. Marie Monroe
Merline & Meacham, P.A., Greenville

11:45 p.m. Networking Lunch
Sponsored by South State Bank

12:15 p.m. Never Enough: The Relationship between Substance Abuse and Compulsive Gambling
Michael J. Burke
Howell, MI    

1:15 p.m. Planning for a Fight: What Every Estate Planner Needs to Know About Trust & Estate Litigation
William G. Newsome III
Nexsen Pruet, LLC, Columbia

2:15 p.m. Adjourn

6:00 p.m. Reception (for attendees and families; dress is business/resort casual)
Osprey Point Clubhouse
Sponsored by Argent Trust Company

Saturday, July 8, 2017

8:00 a.m. Continental Breakfast
Sponsored by Colonial Trust Company

8:30 a.m. Federal Income Taxation of Trusts
John Goldsbury
U.S. Trust, Charlotte, NC

9:30 a.m. Firearms and Estate Planning in South Carolina: Don't Let Your Clients Shoot Themselves (or You) in the Foot!
Scott H. Schmidt
Schmidt Law Firm, Columbia

10:30 a.m. Break

10:45 a.m. How to Deal with (or Avoid) the IRS from Audit through Court
Charles E. Hodges II
Jones Day, Atlanta

11:45 a.m. Small Group Breakout Sessions - Discussions of Current Estate Planning Trends and Topics

12:30 p.m. Adjourn

All registrations must be pre-paid. Cancellation & Refund Policy: Refunds, less $50 administrative fee, will be made for cancellations received in writing to the CLE Registrar at by 5 p.m., one week prior to the seminar. Cancellations will not be accepted within one week of seminar date. One-time transfers to seminars of like value or to the live webcast of the seminar (if available) will be accepted for a $50 administrative fee in lieu of cancellations within one week of seminar. Requests to transfer to the live webcast must be received by 1 p.m. the day prior to the program. Designated substitutes may take the place of registrants unable to attend.

If you have a disability, please call ahead to let us know how we may accommodate your needs.



  • Kiawah Island
    In-Person Seminar
    Kiawah Island Golf Resort
    Turtle Point Clubhouse , Kiawah Island, SC 29455