Registration:
$695
You can register online (above) or via check. To register via check, please make checks out to “University of South Carolina Joseph F. Rice School of Law.” In the memo section, please indicate it is for “2024 Estate Planning Conference.” Send to:
University of South Carolina Joseph F. Rice School of Law, 1525 Senate Street, Columbia,
SC 20208
Attn: Megan S. Seiner, Vice Dean of Student and Alumni Engagement & Strategic Initiatives
The conference offers an outstanding group of nationally-renowned speakers, including Jonathan Blattmachr, Howard Zaritsky, Brant Hellwig, Jerry Hesch, Mary Radford, John Goldsbury, Ellis Pretlow, Kevin Heaton, Tom Pauloski and Tax Court Judge Adam Landy, covering essential and significant issues in estate planning and family and small business planning.
The program will include presentations covering:
- Estate planning and tax updates and recent developments
- Accomplishing the impossible: keep assets out of the owner's estate but secure an income tax free step up in basis at death
- Flexible beneficiaries trust: a structure you should (almost) always use
- Family and small business tax saving opportunities
- Using spreadsheet modeling to communicate the benefits of estate planning techniques to clients
- A view from the Tax Court
- Planning when death is imminent
- Defined value transfers
- Issues in Medicare/Medicaid planning and practice for high net worth individuals
- Issues in family and small business planning
- Ethics issues in estate planning
The program has been certified by the South Carolina Commission on Continuing Legal Education and Specialization for 13.25 hours, including 1.25 hours for ethics, of Tax and Estate Planning and Probate specialization credit. The Certified Financial Planner Board of Standards has approved the program for 16.5 continuing education credits. The American Bankers Association has approved the program for 15.75 CTFA credits.
Accomodations
| Cambria Hotel | Hilton Garden Inn | The Graduate |
|---|---|---|
| $179 per night (plus taxes and parking at $18) 1000 Lady Street, Columbia, SC 29201 803-728-3355 Hotel Website |
$139 per night (plus taxes) 1200 Pickens Street, Columbia, SC 29201 803-227-3400 Hotel Website |
$145 per night (plus taxes) 1619 Pendleton Street, Columbia, SC 29201 803-779-7779 Hotel Website |
| Book here Cut-off date: September 20, 2024 (When the link is opened it will automatically select all three nights, but guests can adjust their length of stay to one, two, or three nights before confirming the reservation.) |
Book here Cut-off date: October 1, 2024 |
Book here Cut-off date: October 4, 2024 |
Thank you to our sponsors!
| Estate Level Sponsors | Trust Level Sponsors | Inheritance Level Sponsors | Beneficiary Level Sponsors |
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Questions?
Please contact S. Alan Medlin or Benjamin Means with any questions.