Past Events

November 13, 2018 Section 199A Qualified Business Income Deduction
August 14, 2018 Case Studies in Long Term Care Insurance
May 8, 2018 Strategic Planning in Anticipation of Controversy
February 12, 2018 Legislative Update
November 2, 2017 Successful Collaboration Among Estate Planning Professions; Charitable Gift Planning Strategies; Client Centered Estate Planning: An Innovative Approach
September 13, 2017 Webinar: The Perfect Modern Trust Including Income Tax Sheltering
June 27, 2017 Changes to Article 5 of the Probate Code dealing with Guardianships and Conservatorships
February 22, 2017 The New South Carolina Durable Power of Attorney Act
December 6, 2016 Life insurance in estate planning, pitfalls for the attorney acting as trustee of an ILIT, and mistakes policy owners can make
October 27, 2016 Current Trends, Traps and Opportunities in Estate and Tax Planning
September 27, 2016 Succession Planning Paralysis: Symptoms, Causes and Cures
May 5, 2016 Asset Protection
November 5, 2015 2015 Fall Forum for Estate Planning and Planned Giving Professionals
September 24, 2015 Estate and Gift Taxes
June 18, 2015 Geriatric/Disability Care Issues
March 25, 2015 Current Tax and Life Insurance Planning Ideas for Today’s Trusted Financial Service Professional
November 20, 2014 2014 Fall Forum for Estate Planning and Planned Giving Professionals
June 24, 2014 Planning Solutions for Business Owners: Gravy Train or Train Wreck?
March 18, 2014 Revised SC Probate Code (effective 1/1/2014)
November 8, 2013 Planning Concepts and New Developments in Charitable Planning
September 24, 2013 Tax Planning Considerations for Estates and Trusts
June 25, 2013 ObamaCare and Its Effects on Employers and Business
March 12, 2013 Retirement Planning with Social Security
November 16, 2012 Charitable Planning Approaches From All Perspectives
September 25, 2012 Role of the Corporate Trustee / Business Transition Issues
June 13, 2012 Valuing Antiques and other Valuables
November 10, 2011 A Stimulus Plan for Charitable Giving
September 14, 2011 Legacy Planning - Wealth Transfer
June 15, 2011 Estate Tax Law Update
April 20, 2011 Elder Law Issues
November 5, 2010 2010 Fall Forum
October 20, 2010 Estate Planning As We Approach the Sunset
June 23, 2010 Probate Matters
March 24, 2010 Conservation Easements. Is One Right For You Or One Of Your Clients?
October 28, 2009 “Planning Opportunities in the Current Estate Tax Environment”
May 18, 2009 CEPC May Meeting
April 2, 2009 Life Insurance In These Troubling Economic Times
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