DOWNLOAD THE REGISTRATION FORM HERE

Registration Fee: 
Probate/Estate Planning Section Members: $395 ($445 after 6/28) 
Tax Law Sections Members: $395 ($445 after 6/28) 
All others: $445 ($495 after 6/28) 

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

ABOUT THE PROGRAM
The SC Bar CLE Division is proud to present the 2019 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 year’s special two-day workshop will feature Howard Zaritsky, www.howardzaritsky.com, attorney and nationally-recognized expert (on estate, gift, and generation-skipping transfer taxes, fiduciary income taxes, estate planning and estate administration). Mr. Zaritsky’s presentation will focus on the past year’s estate planning perspectives of tax developments and dealing with basis in modern estate planning. We’ll open the program with a power presentation on fiduciary cases from Dana Fitzsimons with Bessemer Trust. Saturday we’ll hear a conversation between David Kunes and family law attorney Vance Stricklin on the cross between family and probate practice, followed by ethical and practical considerations for estate planners with Freddy Faircloth. Saturday morning will end with a presentation from Thomas Sinclair on retirement planning. And finally, a conference favorite – Friday and Saturday breakout sessions and discussion with colleagues on the current estate planning trends. 

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! 

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! 

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 $310.00 per night plus resort fee & taxes and West Beach one-bedroom scenic villas are $276.00 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 14192 or click here  to download the form. Deadline for making reservations is June 11. Reservations received after this date will only be filled on a space-and-rate available basis. You may also use the attached form. 

AGENDA
FRIDAY, JULY 12
8:00 a.m. Registration and Continental Breakfast 
Continental Breakfast sponsored by GreerWalker, LLP

8:20 a.m. Welcome and Opening Remarks 
Professor S. Alan Medlin 
William M. “Bill” Reynolds III 
Jonathan E. Spitz

8:30 a.m. The Past Year’s Most Significant Curious, or Downright Fascinating Fiduciary Cases (2018 Edition) 
Dana G. Fitzsimmons, Jr. 
Principal and Fiduciary Counsel, Bessemer Trust

9:30 a.m. The Year in Review: An Estate Planning Perspective of Recent Tax Developments 
Howard M. Zaritsky

10:30 a.m. Coffee Break
Sponsored by Colony Trust Company

10:45 a.m. The Year in Review: An Estate Planning Perspective of Recent Tax Developments, continued 
Howard M. Zaritsky

12:15 p.m. Networking Lunch 
Sponsored by South State Bank

12:30 p.m. Table Discussions of Current Estate Planning Trends and Topics 

1:30 p.m. Dealing with Basis in Modern Estate Planning 
Howard M. Zaritsky

2:15 p.m. Adjourn

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

SATURDAY, JULY 13
8:00 a.m. Continental Breakfast 
Sponsored by Colonial Trust Company

8:30 a.m. The Intersection of Probate Law and Family Law 
David H. Kunes 
Evans Carter Kunes & Bennett, PA, Charleston C. Vance Stricklin, Jr. Moore Taylor Law Firm, Columbia

9:30 a.m. Attorneys as Fiduciaries: Ethical and Practical Considerations for Estate Planning Attorneys 
Fredrick W. Faircloth, IV 
James C. Hardin III, PLLC, Rock Hill 

10:30 a.m. Break

10:45 a.m. Retirement Benefits Payable to Trusts 
Thomas G. Sinclair 
Thomas, Fisher, Sinclair & Edwards, P.A., Greenville

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

12:45 p.m. Adjourn

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.

SPONSORS & EXHIBITORS

American Cancer Society
Arthur State Bank
Argent Trust Company (Friday Reception Sponsor)
Bessemer Trust
Colonial Trust Company (Saturday Breakfast Sponsor)
Colony Trust Company (Friday Coffee Break & Saturday Break Sponsor)
GreerWalker, LLP (Friday Breakfast Sponsor)
InterActive LegalNEASE, LAGANA, EDEN & CULLEY, INC.
SC Bar Probate, Estate Planning & Trust Law Section
SC Bar Tax Law Section
South State Bank & Trust (Friday Lunch Sponsor)

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

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 registrar@scbar.org by 5 p.m., one week prior to the seminar. Cancellations will not be accepted within one week of seminar date. Designated substitutes may take the place of registrants unable to attend. 

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