ABOUT THE SERIES
Pursuant to SCACR Rule 408(a)(3), attorneys in their first MCLE reporting year after admission are required, unless they fall within one or more of the exemptions outlined in Rule 408 (a)(3)(A)-(D), to complete one of the SC Bar CLE “Essentials Series” courses. The series is comprised of eight full-day courses that will cover major South Carolina practice areas, as well as law office management. Each course is led by experienced South Carolina practitioners whose goal is to provide you with practical advice on how to handle cases in designated areas. The courses are process oriented, not substantive law oriented, and are specifically designed to provide you with step-bystep guidance and the opportunity to interact with the faculty.

In order to promote maximum interactivity, the courses are only offered at the SC Bar Conference Center in Columbia. Each course includes detailed materials, with heavy emphasis on forms and checklists. Many courses offer deep discounts on SC Bar books and software related to the practice area.

Each course is limited to a maximum of 100 attendees. Register early to secure a spot for a particular course or courses!

If you believe you are exempt from the Essentials course requirement or have any questions about the series or any of the individual courses, please contact SC Bar CLE Director Terry Burnett at tburnett@scbar.org or (803) 576-3780. For the full text of the Essentials requirement, including exceptions, see Rule 408(a)(3) SCACR.

AGENDA
8 a.m.             
Registration

8:30 a.m.       
Welcome and Introduction

Panel

8:45 a.m.       
Networking: Getting the Clients

Jack McKenzie
McDonald, McKenzie, Rubin, Miller & Lybrand, LLP

9 a.m.             
Case Evaluation

Jack McKenzie
McDonald, McKenzie, Rubin, Miller & Lybrand, LLP

Charlie Moore
Turner Padget Graham & Laney, PA

Dan Haltiwanger
Richardson Patrick Westbrook & Brickman, LLC

Breon C. M. Walker
Gallivan, White & Boyd P.A.

9:15 a.m.       
Case Intake

Dan Haltiwanger
Richardson Patrick Westbrook & Brickman, LLC

9:45 a.m.       
Medical Records/HIPAA

Jack McKenzie
McDonald, McKenzie, Rubin, Miller & Lybrand, LLP

10 a.m.           
Demand Letters

Jack McKenzie
McDonald, McKenzie, Rubin, Miller & Lybrand, LLP

10:15 a.m.      Break

10:30 a.m.     
Lien Negotiation

Jack McKenzie
McDonald, McKenzie, Rubin, Miller & Lybrand, LLP

10:45 a.m.     
Filling Suit/Service of Process

Jack McKenzie
McDonald, McKenzie, Rubin, Miller & Lybrand, LLP

11 a.m.                       
Offers of Judgment

Charlie Moore
Turner Padget Graham & Laney, PA

11:15 a.m.     
Written Discovery

Dan Haltiwanger
Richardson Patrick Westbrook & Brickman, LLC

11:30 a.m.     
Legal and Trust Accounting Rules

Mark Hendrix
Burkett Burkett & Burkett Certified Public Accountants, P.A.

12 p.m.            Networking Lunch (Lunch Provided)

12:30 p.m.     
Depositions

Dan Haltiwanger
Richardson Patrick Westbrook & Brickman, LLC

1 p.m.             
Depositions of Medical Professionals

Breon C. M. Walker
Gallivan, White & Boyd P.A.

1:15 p.m.       
Mediation

Jack McKenzie
McDonald, McKenzie, Rubin, Miller & Lybrand, LLP

Charlie Moore
Turner Padget Graham & Laney, PA

Dan Haltiwanger
Richardson Patrick Westbrook & Brickman, LLC

Breon C. M. Walker
Gallivan, White & Boyd P.A.

1:30 p.m.       
Expert Witnesses

Dan Haltiwanger
Richardson Patrick Westbrook & Brickman, LLC

1:45 p.m.       
Summary Judgment

Dan Haltiwanger
Richardson Patrick Westbrook & Brickman, LLC

2 p.m.             
Trial: Voir Dire

Jack McKenzie
McDonald, McKenzie, Rubin, Miller & Lybrand, LLP

2:15 p.m.       
Trial: Exhibits

Breon C. M. Walker
Gallivan, White & Boyd P.A.

2:30 p.m.       
Trial: Jury Charges

Dan Haltiwanger
Richardson Patrick Westbrook & Brickman, LLC

2:45 p.m.       
Trial: Post-Trial Motions

Breon C. M. Walker
Gallivan, White & Boyd P.A.

3 p.m.              Break

3:15 p.m.       
Defense Practice: Reporting Requirements

Charlie Moore
Turner Padget Graham & Laney, PA

3:30 p.m.       
Defense Practice: Dealing with Adjusters

Charlie Moore
Turner Padget Graham & Laney, PA

Breon C. M. Walker
Gallivan, White & Boyd P.A.

3:45 p.m.       
Defense Practice: Subpoenaing Medical Records

Charlie Moore
Turner Padget Graham & Laney, PA

4 p.m.             
Questions for the Panel

Jack McKenzie
McDonald, McKenzie, Rubin, Miller & Lybrand, LLP

Charlie Moore
Turner Padget Graham & Laney, PA

Dan Haltiwanger
Richardson Patrick Westbrook & Brickman, LLC

Breon C. M. Walker
Gallivan, White & Boyd P.A.

4:15 p.m.        Adjourn
 

All registrations must be pre-paid. Cancellation & Refund Policy: Refunds, less $25 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. One-time transfers to seminars of like value or to the live webcast of the seminar (if available) will be accepted for a $25 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.

Locations
  • Columbia
    In-Person Seminar
    Bar Conference Center
    1501 Park Street , Columbia, SC 29201