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Continuing Legal Education
Live CLE | Estate Planning Basics
Building an estate plan with a client is a rewarding but oftentimes complicated practice.
From your first meeting with the client until the plan is completed, your skill set must be at its sharpest to ensure your client’s financial and personal interests are carried out without complication.
This CLE is designed for attorneys who are new to estate planning, and our experienced speakers will guide you through the entire estate planning process, passing on valuable tips along the way.
The following Key topics will be discussed:
- Drafting Fiduciaries, Forms and Clauses
- Living Trusts (Revocable vs. Irrevocable)
- Funding a Trust
- Probate Basics
- Potential Tax Pitfalls (Estate, Gift, Marital Deduction, etc.)
- Financial/Medical Power of Attorney
- Advance Health Care Directives
- Wealth Transfer Charitable Tax Deduction
08:15 – 08:45 |
Registration |
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08:45 – 09:15 |
Essentials of Attorney/Client Relations |
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• Client Interview |
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09:15 – 10:15 |
Understanding Wills and Trusts |
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• Non-Tax Reasons for Having an Estate Plan |
10:15 – 10:45 |
Basics of Probate |
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• What’s Included (Non-probate transfers, holding title, life insurance, employee benefits, annuities, business assets) |
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10:45 – 11:15 |
Potential Tax Pitfalls |
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• Estate & Gift Taxes |
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11:15 – 11:30 |
Break |
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11:30 – 12:00 |
Preparations for Incapacity |
• Financial/Medical Powers of Attorney |
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12:00 – 12:15 |
Charitable Giving Considerations |
• Wealth Transfer Charitable Tax Deduction |
CLE Course Speakers: |
Chasity G. Stratton |
Attorney Chasity G. Stratton
Stratton & Reynolds, L.L.C. - Columbia, SC
Chasity G. Stratton graduated Valedictorian from Grace Christian School in West Columbia, SC. She attended the University of South Carolina, where she graduated with honors, with a B.A. degree in Political Science. Throughout her undergraduate studies, Chasity was active in several South Carolina political campaigns, the Phi Beta Kappa Honor Society, and the Shandon Baptist Church College Leadership Team. She completed her education at the University of South Carolina School of Law, where she graduated with a Juris Doctorate. Last year, Chasity married Lexington native Nic Stratton.
Both Chasity and her husband volunteer in various areas of the Lexington community and are active members of the Lexington Baptist Church. Chasity is a member of the Lexington Bar Association and the South Carolina Bar Association. Her practice is focused on Probate Administration, Guardianship and Conservatorship proceedings, Estate Planning, Public Benefits Planning, Elder Law, Special Needs Planning and Family Law.
Areas of Practice
Elder Law
Estate Planning
Probate Administration
Guardian and Conservator Proceedings
Special Needs Planning
Corporate Entity Planning
Family Law
Bar Admissions
South Carolina
Education
University of South Carolina School of Law, Columbia, South Carolina
Juris Doctorate
University of South Carolina, Columbia, South Carolina
Major: Political Science
Professional Associations and Memberships
Lexington County Bar Association, Member
South Carolina Bar Association, Member
South Carolina Bar Elder Law Committee, Member
Lexington County Chamber of Commerce, Member
Live CLE • Estate Planning Basics
February 23, 2012 • Columbia, SC
Credits:
Total SC CLE credits: 3.25 Hours
This course has been approved by the South Carolina Bar.
Location:
SpringHill Suites
511 Lady Street
Columbia, SC 29201
Time:
Start 08:45 AM – Finish 12:15 PM
Tuition:
$200 First Registrant
Add Associate $100 dollars*
Add Paralegal $100 dollars*
$125 Young Lawyers - Under 4 years acceptance to the Bar.**
*Young Lawyers with under 4 years acceptance to the Bar may use the coupon code YL75 to receive the $75 discount when checking out.
**Discounts can not be combined.
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