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

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. Son received $5.6 million and certain real property 6. The agreement was approved by state court 7. District court: a. Reviewed §2055—found it was to encourage charitable gifts b. The testator had repeated told people he was going to leave his estate to charity c. Earlier versions of will left estate to charity d. The drafting attorney admitted he made the mistake e. Court found a good faith adversarial dispute. f. State law allowed a look beyond the 4 corners of a will if there was a latent ambiguity in the document. What we can learn from case: Proof your wills!!! Save old wills. Page 19 of 19
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Friday, January 20, 2012 2:15 p.m.
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2. The estate planning attorney is
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Attachment A
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plan documents, which included the
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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
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Probate, Estate Planning & Trust Section - South Carolina Bar ...

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