Probate court forms
Generic forms are available at the S.C. Judicial website. Click on "Probate" in the drop-down list.
The Charleston County Probate Court's website also has these forms available online, in both Word and PDF format.
In addition to the forms, each website has a wealth of additional information to assist both lawyers and individuals who are serving as Personal Representative.
The S.C. Judicial website also offers excellent instructional videos that explain the three key stages of the estate administration process - opening the estate, administering the estate, including preparation of the Inventory and Appraisement, and closing the estate.
Estate planning resources
This is a mish-mash of collected attorney sites, articles on estate planning topics, and other estate planning resources of special interest. I am always looking for more.
S C Trust Law: the online library of Collins & Collins. P.A.
Midgett & Preti P.C.: several articles of interest for clients on various estate planning topics
Evans, Carter, Kunes & Bennett, P.A.: a couple of wonderful articles, and also useful links
Natalie Choate's website: if you need to plan for retirement benefits, start here
Center for Medicare Advocacy: helpful resources
Noel C. Ice, Cantey & Hanger LLP: this is a fun website for lawyers, but beware some articles are out of date. If you know T&E, you will still find useful forms and information.
ACTEC: American College of Trust and Estate Counsel, a public resources site
Wealth Strategies Journal: articles and blog posts for estate planning professionals
Gift Law Pro: a charitable giving resource offered through the planned giving office of the Medical University of South Carolina
Keebler & Associates: useful charts and diagrams for IRAs, Roths, and other estate planning charts
Technolawyer: a free place to find out about new law office technology
Montana has a complete listing of estate planning guides that provide a lot of general information applicable to South Carolinians, including information on gifting and revocable trusts
Cannon Financial Institute offers "Thought Leadership" and "Tools and Resources"
The National Association of Estate Planners and Councils publishes an online journal, with up to the minute reports on trending topics
companying power points on a host of topics touching elder law clients
The Unified Registration Statement multi-filer project for registration of non-profits
Florida Bar Journal article regularly offers interesting and timely articles through the Real Property, Probate and Trust Law section
Comprehensive article on gift splitting, including GST implications, by Diana S. C. Zeydel,
Gift-Splitting – A Boondoggle or a Bad Idea? A Comprehensive Look at the Rules
International Estate Planning Guides, compiled by the International Bar Association
A whole lotta estate planning articles from the Oshins, some written for lay audiences
Dealing with online digital "assets" after death
Veterans Benefits Resources links
Quicken SSO
Charleston School of Law Update Lectures
Elder Law
Free Resources from the ABA Commission on Law and Aging
Special Needs
Protection and Advocacy for People with Special Needs and Disabilities in SC (PANDA)
Family Resource Center for Disabilities and Special Needs
Special Needs Alliance Resources for those dealing with Special Needs Trusts
Family Resource Center for Disabilities and Special Needs
Special Needs Alliance Resources for those dealing with Special Needs Trusts
Government sites
The IRS has lots of accessible information, and this page is where I usually start.
Government Printing Office: the Federal Code, Regulations. an amazing amount
of federal stuff, all in one place
Social Security Administration
A collection of useful SC law links
Charleston County Zoning and Land Development Regulations Ordinance
Charleston County Deed and Mortgage Search
Charleston County GIS
Blogs worth a look
Roger Bernhardt's real estate blog
Wills, Trusts and Estates Professors blog
Jotwell, a Trusts and Estates Blog
Florida Probate and Trust Litigation Blog
Valuation
I will keep adding to the list
Please let me know when you come across a site, link or blog I should add!
