SC Specific

Trusts, Estates & Probate

South Carolina Probate and Trust Administration

Credits Available
Credit Status Total
South Carolina CLE Approved 6.7 Total
Texas CLE Approved 6.75 Total
OnDemand
6 hours 35 minutes
Jordan Goewey
David Thompson
With Jordan S. Goewey from Thomas, Fisher & Edwards, P.A. + 1 other
Recorded June 16, 2025
Product ID 100128

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Overview

Creditor Claims, Distributions, Tax Issues, and More!

Working through issues that arise through probate and trust administration can be daunting. Are you well-equipped with the tools you need to succeed? This insightful course will take you through steps in probate administration, including information on creditor and debt issues, tax and more. You will also get valuable insight on trust administration, including the handling of accounting, distributions and taxes. Don't miss this opportunity to hone your probate and trust administration skills - register today!

  • Take a closer look at the initial steps for filing the estate.
  • Discuss what needs to be done to handle creditor claims and debts.
  • Make sure everything is in order for the final distribution of the estate.
  • Review what issues need to be addressed concerning taxes in probate administration.
  • Get the latest information on taxation concerns associated with trusts.
  • Explore the different types of trusts and how they are used.
  • Learn ways to manage, sell and distribute property and assets in trust administration.
  • Gain a better understanding of the distinctions between trust fiduciary accounting and income tax accounting.

Abbreviated Agenda

  1. Probate Process and Overview
  2. Assets, Creditor Claims and Debt Considerations
  3. Distributions, Final Accounting and Closing the Estate
  4. Tax Issues in Probate Administration
  5. Trust Taxation Issues
  6. What You Need to Know About Trusts
  7. Accounting/Distributions in Trust Administration
  8. Ethics and Estate Administration

Related Topics

Product ID 100128

Credit Details

Credits Available
Credit Status Total
South Carolina CLE Approved 6.7 Total
Texas CLE Approved 6.75 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Probate Process and Overview

    1. Review of the Probate Timeline
    2. Forms of Administration
    3. Deadlines to be Aware of
    4. Documents Used in the Probate Process
    5. Information Gathering
    6. Laws of Intestacy
    7. Initial Petition and Notices
    8. Sample Forms, Letters and Documents

  2. Assets, Creditor Claims and Debt Considerations

    1. Marshalling Probate and Non-Probate Assets: Key Procedures
    2. Properly Ensure ALL Debt is Located and Handled
    3. Required Public Notices to Creditors
    4. Priority and Payment Determinations for Claims
    5. Contested Claims and Prescribed Claims
    6. Appropriately Dealing with Creditors
    7. Insolvent Estates
    8. Sale of Assets to Satisfy Creditors

  3. Distributions, Final Accounting and Closing the Estate

    1. Documents Needed to Close the Estate
    2. Proper Transfer and Timing of Distributions - Probate and Non-Probate Assets
    3. Distributions in Kind
    4. Distribution to Minors, Surviving Spouse and Trusts
    5. Disposition of Unclaimed Assets
    6. Fees for Personal Representatives and Attorneys
    7. Annual Accounting Requirements and Format
    8. Final Accounting Checklist
    9. Estate Closing Procedures

  4. Tax Issues in Probate Administration

    1. State and Federal Tax Considerations
    2. Tax Deadlines and Extensions
    3. Essential Tax Forms and Returns
    4. Deductions and Exemptions
    5. Income Tax and Basis Adjustment for Decedent's Assets
    6. Real Property Tax Considerations

  5. Trust Taxation Issues

    1. Tax Returns: Annual and Final
    2. Tax Consequences of Trustee's Actions
    3. Real Property Taxes
    4. Income Taxation
    5. Estate and Generation-Skipping Transfer Taxes
    6. Tax Consequences of Paying Retirement Benefits to Trusts
    7. Tax Basis in the Assets

  6. What You Need to Know About Trusts

    1. Types of Trusts and Their Purpose
    2. Jurisdiction
    3. Duties and Powers of the Trustee
    4. Valuation of Assets
    5. Funding a Trust
    6. Communication with Beneficiaries
    7. Amending and Modifying the Trust
    8. Trust Administration Checklist
    9. Sample Forms and Documents

  7. Accounting/Distributions in Trust Administration

    1. Notices of Proposed Actions
    2. Uniform Principal and Income Act
    3. Trust Provisions Concerning Distributions
    4. Managing, Selling and Distributing Property and Assets
    5. Investing Assets
    6. Distinctions Between Trust Fiduciary Accounting and Income Tax Accounting
    7. Determining Trustee Fees
    8. Communication with Creditors
    9. Distribution to Beneficiaries
    10. Trust Termination

  8. Ethics and Estate Administration

    1. Breach of Fiduciary Responsibility
    2. Avoiding Conflicts of Interest
    3. Confidentiality
    4. Fee Agreements

Who Should Attend

This intermediate level online seminar is designed for professionals who want to be more effective in the probate and trust administration process, such as:

  • Attorneys
  • CPAs and Accountants
  • Tax Professionals
  • Financial Planners and Wealth Managers
  • Trust Officers
  • Paralegals

Speakers

Jordan S Goewey
Jordan S.
Goewey
Thomas, Fisher & Edwards, P.A.
David A Thompson
David A.
Thompson
Thomas, Fisher & Edwards, P.A.
Speaker bio
Jordan S Goewey

Jordan S. Goewey

Thomas, Fisher & Edwards, P.A.
Jordan Goewey

is an attorney with Thomas, Fisher & Edwards, P.A. His practice areas include estate planning, probate, estate and trust administration, business advising, and mergers and acquisitions, all with a focus on taxation. Mr. Goewey contributes to the upstate legal community by way of membership in the Greenville Estate Planning Council, Greenville Estate Planning Study Group and Greenville Bar Association. He has been honored by Greenville Business Magazine© in Legal Elite of the Upstate each year since 2022. Mr. Goewey earned his B.A. degree from Wofford College; and his J.D. degree and LL.M. degree in taxation, cum laude, from the University of Alabama School of Law. He is licensed in South Carolina, North Carolina and Tennessee.

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Speaker bio
David A Thompson

David A. Thompson

Thomas, Fisher & Edwards, P.A.
David Thompson

is an attorney at Thomas, Fisher & Edwards, P.A. He focuses his practice in taxation, complex estate planning, probate and trust law, and business formation and planning. Mr. Thompson actively contributes to the upstate by participating in the Greenville Estate Planning Council, Greenville Estate Planning Study Group, and Greenville County Bar Association. He is actively involved in community organizations, including serving on the Upstate Board for Junior Achievement of Greater South Carolina, serving on the Board of Directors for the Community Foundation of Greenville, and working as a director of the Joyful Blessings Foundation. Mr. Thompson earned his B.S. degree, cum laude, from Case Western Reserve University; his Master of Accountancy from Case Western Reserve University; his J.D. degree from Southern Methodist University Dedman School of Law; and his Master of Laws in Taxation, magna cum laude, from The University of Alabama School of Law. He is admitted to practice law in South Carolina, North Carolina, Tennessee and Texas.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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