Probate, Estate Planning & Trust Section - South Carolina Bar ...

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Considera6ons Prior to Administra6on I. Alterna6ves to Full Administra6on 1. Will Filed only (Form 306) • No assets • Will placed on record
Considera6ons Prior to Administra6on 2. Will <strong>Probate</strong>d only (Form 300) • No assets • Will actually declared valid • Informa6on provided to heirs and devisees (Form 305)
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Friday, January 20, 2012 2:15 p.m.
Page 83 and 84: 2. The estate planning attorney is
Page 85 and 86: Attachment A
Page 87 and 88: plan documents, which included the
Page 89 and 90: Attachment B
Page 91 and 92: Note: Here’s how to understand th
Page 93 and 94: • Do not confuse the client’s g
Page 95 and 96: Mr. and Mrs. Elvis Presley Gracelan
Page 97 and 98: always result in a better settlemen
Page 99 and 100: S.E.2d 803 (Ct.App. 2004). Also, if
Page 101 and 102: self-settled trust issue), designat
Page 103: entities that are to be utilized. A
Page 114 and 115: Considera6ons Prior to Administr
Page 124 and 125: Family Settlement Agreements in the
Page 126 and 127: 4. South Carolina Code § 62-7-111.
Page 128 and 129: STATE OF SOUTH CAROLINA ) IN THE PR
Page 130 and 131: STATE OF SOUTH CAROLINA ) ) AGREEME
Page 132 and 133: AGREEMENT TO CONVEY REAL ESTATE Fac
Page 134 and 135: Witness: ________________________ _
Page 136 and 137: c. Upon the death of Joe Smith, the
Page 138 and 139: Agreement regarding distribution of
Page 140 and 141: STATE OF TENNESSEE ) ) P R O B A T
Page 142: . Son received $5.6 million and cer
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