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

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Considera6ons Prior to Administra6on 5. Appointment of Special Administrator • Obtain medical records • Enter safety deposit box • Accept service enforce lien establish liability covered by insurance • Protect and preserve assets See Sec6on 62-‐3-‐614
Considera6ons Prior to Administra6on II. Sec6on 62-‐3-‐108-‐-‐Ten year limita6on on commencement of administra6on or probate Summons and Pe66on to determine heirs See Sec6ons 62-‐3-‐105 and 106
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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 112 and 113: 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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