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MELINDA K. HERMAN

Melinda is our Estate Planning Paralegal and Billing Clerk. Melinda began working for our firm in April of 1996. She holds an Associate in Applied Science Degree with a major in Legal Assisting. 

Melinda works primarily on estate planning matters, processing our clients’ estate planning documents, including Wills, Trust Agreements, Durable General Powers of Attorney, Health Care Powers of Attorney, Certifications of Trust, Bills of Sale, Tangible Personal Property Memorandums, and related documents. 

Melinda also handles our client billing, assists with our website, and is responsible for much of our marketing efforts.

Due to her years of experience with the firm, her educational background, and Continuing Legal Education (CLE), Melinda is also cross-trained in probate and trust matters and assists with probate and trust work when needed.

Melinda most recently attended a two-day “Big Ticket” CLE on July 19th and 20th in Columbia, SC, which covered Estate Planning Essentials and Probate Essentials. The two-day seminar covered important topics in Estate Planning such as: Substantive Law in South Carolina; Initial Estate Planning Review and Basic Wills; Non-probate transfers; Drafting Wills and Trusts; Drafting Financial Powers of Attorney, Health Care Powers of Attorney, and Living Wills; Drafting Wills and Revocable Trusts, as well as estate planning pitfalls. The Probate Essentials portion of the two-day seminar covered important topics such as: Pre-Administration and Opening an Estate; Representing a Fiduciary; Ethics in Administration; Estate Administration; Post Mortem Issues; and Special Probate and Trust Situations, followed by an informative panel discussion.

Additionally, on September 7, 2018, Melinda attended the “2018 Probate Bench Bar”, also in Columbia, South Carolina, which consisted of presentations by various estate planning attorneys from all around the State of South Carolina and included topics such as:  Mediation in Probate Court; the Intersection between Family Court and Probate Court; Firearms Issues in Estate Planning and Estate Administration; Highlights of Statutory Changes; Death, Taxes and Probate; Exempt Property Claims and Elective Share; Issues with Ancillary Administration; and Case Law Statutory Update.