Past Events

August 13, 2019 Charitable Planning using Trusts
William G. Newsome III, J.D. / LL.M. IN Taxation
May 14, 2019 Due Diligence in Choosing a Life Insurance Policy
Michael W. Halloran
February 12, 2019 Structuring the Tax Consequences of Marriage and Divorce after the 2017 Tax Act
Allison Ford, CPA
November 13, 2018 Section 199A Qualified Business Income Deduction
Barbara J. Luksik, CPA
August 14, 2018 Case Studies in Long Term Care Insurance
Peter Fleming
May 8, 2018 Strategic Planning in Anticipation of Controversy
Laurel R.S. Blair, Esq.
February 12, 2018 Legislative Update
Neil Rashley, Sr. VP & Counsel
November 2, 2017 Successful Collaboration Among Estate Planning Professions; Charitable Gift Planning Strategies; Client Centered Estate Planning: An Innovative Approach
Lawrence M. Lehmann, JD,CAP,AEP
September 13, 2017 Webinar: The Perfect Modern Trust Including Income Tax Sheltering
Richard A. Oshins,JD, LL.M., MBA, AEP (Distinguished)
June 27, 2017 Changes to Article 5 of the Probate Code dealing with Guardianships and Conservatorships
Judge Amy W. McCulloch
February 22, 2017 The New South Carolina Durable Power of Attorney Act
Frederick W. Faircloth, IV
December 6, 2016 Life insurance in estate planning, pitfalls for the attorney acting as trustee of an ILIT, and mistakes policy owners can make
Criag M. McDaniel, CFP (CLU)
October 27, 2016 Current Trends, Traps and Opportunities in Estate and Tax Planning
John J. Scroggin, AEP, J.D., LL.M.
September 27, 2016 Succession Planning Paralysis: Symptoms, Causes and Cures
Leonard and Marla Chalnick
May 5, 2016 Asset Protection
Dan Collins
November 5, 2015 2015 Fall Forum for Estate Planning and Planned Giving Professionals
Michael P. Romero
September 24, 2015 Estate and Gift Taxes
Paul J. Nicholson
June 18, 2015 Geriatric/Disability Care Issues
Mary Katherine Bagnal / Matt Mazur
March 25, 2015 Current Tax and Life Insurance Planning Ideas for Today’s Trusted Financial Service Professional
Dick Kait, JD, LLM, CLU, ChFC
November 20, 2014 2014 Fall Forum for Estate Planning and Planned Giving Professionals
Chris McLeod, JD / Brad Van Hoy, JD
June 24, 2014 Planning Solutions for Business Owners: Gravy Train or Train Wreck?
Thomas Bates, JD, MBA
March 18, 2014 Revised SC Probate Code (effective 1/1/2014)
Judge Amy McCulloh
November 8, 2013 Planning Concepts and New Developments in Charitable Planning
Daniel A. Collins, Esq.
September 24, 2013 Tax Planning Considerations for Estates and Trusts
Mark Hendrix
June 25, 2013 ObamaCare and Its Effects on Employers and Business
Dave Krupa
March 12, 2013 Retirement Planning with Social Security
David Dickson
November 16, 2012 Charitable Planning Approaches From All Perspectives
Pamela Jones Davidson, JD
September 25, 2012 Role of the Corporate Trustee / Business Transition Issues
John Hudgens & John Stout
June 13, 2012 Valuing Antiques and other Valuables
Ronald D. Long
November 10, 2011 A Stimulus Plan for Charitable Giving
Dr. Frank Minton
September 14, 2011 Legacy Planning - Wealth Transfer
John David Sikes
June 15, 2011 Estate Tax Law Update
Brant J. Hellwig, Professor of Law, University of South Carolina School of Law
April 20, 2011 Elder Law Issues
Franchelle C. Millender
November 5, 2010 2010 Fall Forum
Marc Carmichael, JD
October 20, 2010 Estate Planning As We Approach the Sunset
David C. Sojourner, Jr.
June 23, 2010 Probate Matters
Judge Amy W. McCulloch
March 24, 2010 Conservation Easements. Is One Right For You Or One Of Your Clients?
Billy Cate
October 28, 2009 “Planning Opportunities in the Current Estate Tax Environment”
Kathy Habluetzel, CPA
May 18, 2009 CEPC May Meeting
Attorney General Henry McMaster
April 2, 2009 Life Insurance In These Troubling Economic Times
Bob Sheffield CLU, CHFC, AEP
View Current Events