Estate Planning Attorney inDaniel Island, SC

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Securing Your Legacy in South
Carolina

Did you know that one in two U.S. citizens have yet to create a plan for their estate? Just about everyone knows they need to get their affairs in order, but most people procrastinate when it comes to estate planning. It's an uncomfortable subject to think about. After all, nobody wants to ponder their death and what happens to their assets when they pass. However, working with an estate planning lawyer in Daniel Island, SC, protects you, your loved ones, and your assets, both while you're alive and after you have died. There isn't a perfect time to plan your estate, but there is a right time and that time is now.

We understand that there is no "one-size-fits-all" solution to your estate planning needs. That's why, at CDH Law Firm, we make a concerted effort to speak with our clients personally so that we can create an estate plan that is as unique as they are. Our estate plans are comprehensive, cost-effective, and catered to you. That way, your family is provided if you are incapacitated or pass away.

At the end of the day, our goal is to make sure that every one of our clients leaves our office feeling less stressed and more informed. Peace of mind is valuable currency these days. Why worry about the future of your loved ones when you can use South Carolina law to ensure their stability?

Many of the clients in Daniel Island that walk through our doors have significant questions that require serious answers. They're filled with doubt, stress, and worry. They're worried about their children, their spouse, their relatives, or all the above. They ask questions like:

  • How much does estate planning cost?
  • What kind of results can I expect?
  • How long will this process take?

If these questions sound familiar, know that you are not alone. At CDH Law Firm, we have worked with hundreds of clients just like you. Sometimes, these clients are unsatisfied with their current estate planning attorney in Daniel Island. Other times, they have been served with confusing papers or documents that leave them feeling overwhelmed. In either case, clients come to our office knowing they need to manage what is often a sudden, foreign situation.

The good news? We sit down with all new clients for an hour at no extra cost. We do so to get a basic sense of their situation and help steer them in the right direction. That way, they can leave our office feeling a little wiser and a lot better about the future.

Estate Planning Law Daniel Island, SC
Service Areas

Our firm specializes in several areas of estate planning and family law, including:

  • Estate Planning
  • Last Will and Testament
  • Living Wills
  • Heath Care Power of Attorney
  • Living Wills
  • Irrevocable Trusts
  • Revocable Trusts
  • Retirement Trusts
  • Special Needs Trusts

The CHSA Law
Difference

At CHSA Law, LLC, estate planning is like second nature to us. Having worked hundreds upon hundreds of cases, we have the knowledge and experience to assist with all the estate planning needs that you or your family have.

As our client, you will always work directly with your attorney. We do not pass cases off to paralegals or junior associates. Because your concerns and questions don't end when our office closes, we encourage our clients to contact us at any time.

Because we limit the number of cases we accept, we have the time and resources to truly dedicate ourselves to each of our clients. Unlike some competitors, we care about the outcome of every case because we know that our clients' future depends on it.

 Estate Planning Attorney Daniel Island, SC The-Cobb-Dill-Hammett-Difference
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What Our Clients Say

What is Estate Planning in
Daniel Island, SC?

The word "estate" might make you think of a sprawling mansion in the French countryside. The truth is, you don't have to be rich to have an estate. In fact, most people already have an estate. An estate comprises the assets that a person owns like cars, bank accounts, real estate, businesses, and other possessions. Everyone's estate is different, but we all have one thing in common: none of us can take our estates with us when we die. When that does eventually happen, you will need legal instructions that state who gets what from your estate in plain terms.That, in a nutshell, is estate planning building a framework in advance that names the organizations or people that should receive your assets after you die. Planning your estate now helps make life much easier for your family down the line.

 Estate Planning Lawyer Daniel Island, SC
A good estate plan covers more than fiscal assets, however. A comprehensive
estate plan should include the following:
  • If you have children who are minors, instructions as to who will be their guardian when you die.
  • Long-term care insurance if you suffer from an extended injury or illness.
  • Instructions that dictate what happens to you and your financial affairs if you become incapacitated before death.
  • Instructions on the transfer of your business after retirement, incapacity, disability, or death.
  • Instructions on how to provide for loved ones who might need help managing money or who need protection from creditors.
  • Probate and tax avoidance that help minimize court fees, taxes, and legal fees.
  • Planning Medicaid payments.
  • Instructions that help complete or update beneficiary designations.
  • Assist family members who have special needs without disqualifying them from government benefits.

Contrary to popular belief, estate planning isn't just for adults who are approaching retirement age. Estate planning is for everyone. After all, we're all getting older, and none of us know exactly when it will be our time to go.

The Basics of Estate Planning
in Daniel Island, SC

Although estate planning can be complicated, a well-rounded plan makes a huge difference in what is left to your beneficiaries. Before you start planning your estate, it's important to know a few common topics that may arise as you detail your needs.

1.

Working with a Tax Advisor and Estate Planning
Attorney in Daniel Island, SC

Working with a veteran estate planning lawyer is a no-brainer, but you should consider working with a tax advisor too. Your attorney's role is to help guide you through the creation of your estate planning documents. Common documents include your will, health care directives, and power of attorney. Your tax advisor will help guide you through tax issues associated with your estate planning needs.

In this relationship, you make the decisions while your attorney and tax advisor help you understand and think through the options you're considering. As a team, they will help you state your wishes clearly while minimizing mistakes and adjusting your plans as they change. Because significant savings can result from thorough, informed planning, you should seriously consider working with a tax advisor in addition to your estate planning attorney.

 Law Firm Daniel Island, SC
2.

Maximizing
Your Estate

If there were one overriding theme of estate planning, it would be maximizing what you plan to leave behind. Thinking through how each of your assets will be distributed is crucial to your estate. Your decisions may change depending on the type of asset, its size, how old you are, and several other factors. With an attorney on your side, you will gain a thorough understanding of what actions you should take to care for your family while minimizing expenses like taxes and court fees.

Estate Planning Law Daniel Island, SC
3.

Inheritance, Estate,
and Gift Taxes

One of the biggest parts of maximizing what you're leaving behind is to minimize taxes. Federal taxes on estates and gifts are incredibly high. Both forms of taxes usually have exemption limits, which means you can give up to a specific amount without being taxed. Your lawyer can achieve that by using the gift tax exemption to move assets while you are still alive. This strategy maximizes how much your beneficiaries will receive.

Inheritance taxes are often based on the value of your estate and paid prior to asset distribution to your beneficiaries.

 Estate Planning Attorney Daniel Island, SC

Choosing the
Executor of Your Will

The executor of your estate plays a key role in your affairs. Their responsibilities include carrying out the terms of your will and seeing the estate settlement process through until the end. Obviously, such a role demands a qualified person. Choosing your executor isn't an easy decision. The person you select should be great at managing money, be savvy financially, and show an ability to be patient. That's because the executor is tasked with:

  • Collecting Your Assets
  • Paying Outstanding Bills
  • Submitting Tax Returns
  • Petitioning the Court for Documents
  • Distributing Assets to Your Beneficiaries
 Estate Planning Lawyer Daniel Island, SC

If the person that you choose as executor is inexperienced with the estate settlement process, it is recommended that they lean on an estate planning attorney in Daniel Island, SC for guidance. It should be noted that you may appoint more than a single executor to your estate. This is common when two individuals have complementary personalities or skill sets.

The Benefits of Estate Planning
in Daniel Island, SC

One of the biggest benefits of planning your estate is the peace of mind it brings to you and your family. With the help of our expert estate planning attorneys, you have the power to protect your assets, privacy, and children's welfare. You can also potentially save money on taxes or even avoid probate. By having your wishes legally documented before death or incapacity, you can minimize any impact on your beneficiaries and take control of your legacy. Without a comprehensive estate plan, you're leaving the future of your loved ones in the hands of the South Carolina court system.

With an estate plan in place, you can plan for incapacity by using a power of attorney or advanced medical directives. Doing so relieves your loved ones of the burden of asking the court for the authority to fulfill your wishes.

At CDH Law Firm, we are committed to helping you prepare for both the expected and unexpected through years of experience and a fierce dedication to our clients. From establishing trusts to designing business succession plans, we are here to fight for you.

At CDH we offer a "Will Package" that includes 4 necessary documents.

If a husband and wife each purchase reciprocating will packages we give a discount. Reciprocating just means the husband names the wife and the wife names the husband. Those four documents are:

  • Last will and testament
  • Healthcare power of attorney
  • Durable power of attorney
  • living will

Common Documents Included
in Your Estate Plan

As mentioned above, everyone's estate planning needs will be different. However, most plans include one or more of the following documents:

1.

Will

Your will is an essential piece of documentation and is often considered the cornerstone of a proper estate plan. Generally speaking, your will is a document that dictates the distribution of your assets after your death. Having an iron-clad will is one of the best ways to make sure that your wishes are communicated clearly. As is the case with most estate planning, it is highly recommended that you work with an estate planning attorney in Daniel Island, SC, to create and update your will.

The contents of a will typically include:

  • Designation of the executor, who is responsible for adhering to the provisions of your will.
  • Designation of beneficiaries the people who will be inheriting your assets
  • Instructions that dictate how and when your beneficiaries will receive assets.
  • Instructions that assign guardianship for any minor children.

Without a will in place, the State of South Carolina will decide how to distribute assets to your beneficiaries. Allowing the state to distribute your assets is often an unfavorable route to take, since the settlement process may not include what you had in mind for your survivors. Having a will drafted that reflects your wishes will prevent such a situation from happening.

 Law Firm Daniel Island, SC
2.

Living Will

Despite its name, a living will does not instruct your survivors on what assets go where. Also called an advanced directive, your living will allows you to state your end-of-life medical wishes if you have become unable to communicate. This important document provides guidance to family members and doctors and solidifies certain issues like whether you should be resuscitated after an accident.

For example, it's common to direct that palliative care (care to decrease pain and suffering) always be administered if needed. Conversely, you may state that certain measures are not allowed, like CPR.

Estate Planning Law Daniel Island, SC
3.

Trusts

Traditionally, a trust is used to minimize estate taxes and maximize other benefits as part of a well-rounded estate plan. This fiduciary agreement lets a trustee hold your assets on behalf of your beneficiaries. There are many ways to arrange a trust to specify when and how your assets are distributed.

With a trust in place, your beneficiaries can avoid going to probate. That means they may be able to gain access to your assets quicker than when they are transferred with a standard will. Assets placed in a trust can pass outside of probate, which will save you and your family time, money, and stress.

There are two distinct trust categories that you should be aware of: revocable and irrevocable.

 Estate Planning Attorney Daniel Island, SC

Revocable Trust:

Also called a living trust, a revocable trust helps assets circumvent probate. With this trust, you can control your assets while you are still alive. These trusts are flexible and may be dissolved at any point in time. This type of trust becomes irrevocable upon your death. Revocable trusts can help you avoid the pitfalls of probate but be aware that they are usually still taxable.

Irrevocable Trust:

This kind of trust transfers assets out of your estate so that they are not taxed and do not have to go through probate. However, once an irrevocable trust has been executed, it may not be altered. That means that once you establish this kind of trust, you lose control of its assets and cannot dissolve the trust. If your primary goal is to avoid taxes on your estate, setting up an irrevocable could be a wise choice.

When drafted with the help of an estate planning lawyer in Daniel Island, SC, your trust can also:

Protect Your Legacy:

When constructed properly, a trust can protect your estate from your heirs' creditors. This can be a huge relief for beneficiaries who might need to brush up on money management skills.

Privacy and Probate:

Probate records are made available for public consumption. With a trust, you may have the choice of having your assets pass outside of probate court so that they remain private. In the process, you may also save money that you would lose to taxes and court fees.

Control Wealth:

Because you can specify the exact terms of a trust, you have more control over who receives your assets and when they receive them. As an example, you can set up a revocable trust so that your assets are attainable while you're alive. When you pass, remaining assets are distributed, even in complex situations involving children from multiple marriages.

The Top Estate Planning Law Firm in the Lowcountry

If you know that you need to provide for your family and loved ones after your death, it's time to develop your estate plan. With CDH Law Firm by your side, planning your estate doesn't have to be difficult. However, it does need to be accurate and executed exactly to your wishes something that we have been helping clients achieve for years. Don't leave your legacy up to chance contact our office today and secure your future generations.

CONTACT US

Latest News in Daniel Island, SC

US Junior Amateur Qualifying - Daniel Island

CHARLESTON, S.C. (June 5, 2023) -- Final results from U.S. Junior Amateur Qualifying at Daniel Island’s Beresford Course in Charleston, S.C. on Monday, June 5, 2023. (6,970 yards, par 72).Four qualifying spots and two alternate spots were available at this qualifying site.Alex Long of Lakewood Ranch, Florida won medalist honors with a round of three-under-par 69. Colin Salema of Matthews, N.C. shot two-under-par 70 and Rowan Sullivan of Charleston, S.C. and Davis ...

CHARLESTON, S.C. (June 5, 2023) -- Final results from U.S. Junior Amateur Qualifying at Daniel Island’s Beresford Course in Charleston, S.C. on Monday, June 5, 2023. (6,970 yards, par 72).

Four qualifying spots and two alternate spots were available at this qualifying site.

Alex Long of Lakewood Ranch, Florida won medalist honors with a round of three-under-par 69. Colin Salema of Matthews, N.C. shot two-under-par 70 and Rowan Sullivan of Charleston, S.C. and Davis Neal of North Augusta, S.C. shot one-under-par 71 to claim the four qualifying spots. Four players finished at even-par 72 and were in a playoff to determine the alternate positions. William Jennings of Greenville, S.C. will be the first alternate and Garret Fader of Hilton Head, S.C. will be the second alternate.

The qualifiers will advance to play in the championship at Daniel Island from July 24-29.

Hole-by-hole scoring can be viewed here.

US Junior Amateur Qualifying Results

Daniel Island Club (Beresford), Charleston, S.C.

June 5, 2023

Pos.

Player

Hometown

To Par

Total Score

Details

1

Alex Long

Lakewood Ranch, Florida

-3

69

2

Colin Salema

Matthews, North Carolina

-2

70

T3

Rowan Sullivan

Charleston, South Carolina

-1

71

T3

Davis Neal

North Augusta, South Carolina

-1

71

The following players did not make the cut

CUT

William Jennings

Greenville, South Carolina

E

72

First Alternate

CUT

Garret Fader

Hilton Head, South Carolina

E

72

Second Alternate

CUT

Harris Holstein

Orangeburg, South Carolina

E

72

CUT

Sage Bradshaw

Bluffton, South Carolina

E

72

CUT

Hugh Lemonds Jr.

Spartanburg, South Carolina

1

73

CUT

Hamilton Coleman

Martinez, Georgia

1

73

CUT

Ian Kim

Sydney

2

74

CUT

Matthew Teegardin

Charleston, South Carolina

2

74

CUT

Daniel Donato

Mount Pleasant, South Carolina

4

76

CUT

Dylan Ma

Jacksonville, Florida

9

81

CUT

Joshua Setiadi

Hilton Head Island, South Carolina

13

85

CUT

Maximilian Devito

Summerville, South Carolina

17

89

More development coming to CFR area

This week there are several developments coming before the various City of Charleston boards and committees. Below are those items as well as results, if any, from the prior week’s items specific to Daniel Island and the Cainhoy area. More detailed agendas and results can be found at charleston-sc.gov/agendacenter.June 29: Del Webb Entrance Road – Road construction plans for a new road for future residential subdivision at 1236 Clements Ferry Road.June 29: Point Hope Parkway North Phase 1 – Two items: Prelimin...

This week there are several developments coming before the various City of Charleston boards and committees. Below are those items as well as results, if any, from the prior week’s items specific to Daniel Island and the Cainhoy area. More detailed agendas and results can be found at charleston-sc.gov/agendacenter.

June 29: Del Webb Entrance Road – Road construction plans for a new road for future residential subdivision at 1236 Clements Ferry Road.

June 29: Point Hope Parkway North Phase 1 – Two items: Preliminary plat and road construction plans for 26.5 acres at 1698 Clements Ferry Road.

June 22: Mankiewicz Expansion Phase 1 – Site Plan for 16.06 acres at 1024 Clements Crest Lane, Cainhoy. Addition of a warehouse building and logistics building and the filling of a pond on site. Results: Revise and resubmit to TRC.

June 22: The Waterfront Phase 3 - Site Plan for 41 units on 2.2 acres at 610 Waterman St. involving three buildings, parking lots and utilities. Results: Open pending delivery of comments from Zoning and Stormwater Management.

June 22: Woodfield Point Hope 3 – Site Plan for 24.9 acres at 1260 Clements Ferry Road for early site work including tree removal and rough grading. Results: Revise and resubmit to TRC.

Berkeley Co. Bd. of Education meets the first and third Monday of each month. Executive Committee meets at 5:30 p.m.; meeting starts at 6:30 p.m.

Berkeley Co. Council meets fourth Mon. of each month, 6 p.m., Berkeley County Admin. Blg., 1003 Hwy 52, Moncks Corner.

City of Charleston Council typically meets the second and fourth Tues. of each month, 5 p.m., City Hall, 80 Broad Street, Charleston, SC and/or virtually via Conference Call #1-929-205-6099; Access Code: 912 096 416. Exceptions: Summer Schedule - 3rd Tues. of June, July, and August; December meetings on the 1st and 3rd Tues. Dates and locations subject to change.

City of Charleston Board of Zoning Appeals – Site Design meets the 1st Wed. of each month at 5 p.m. via Zoom.

City of Charleston Board of Zoning Appeals – Zoning meets the 1st and 3rd Tues. of each month at 5:15 p.m., except for January and July when no meeting is held on the 1st Tues.

City of Charleston Design Review Board meets the 1st and 3rd Mon. of every month at 4:30 p.m.

City of Charleston Planning Commission meets the 3rd Wed. of every month at 5 p.m.

City of Charleston Board of Architectural Review – Large projects meets the 2nd and 4th Wed. of every month at 4:30 p.m.

City of Charleston Board of Architectural Review – Small projects meets the 2nd and 4th Thurs. of every month at 4:30 p.m.

Daniel Island bridge replacement could include widening, pedestrian access

DANIEL ISLAND, S.C. (WCSC) - The city of Charleston will be voting Monday and Tuesday night on the approval of a $2 million replacement bridge on Daniel Island.The Beresford Creek Bridge is one of the only two ways to get onto Daniel Island, but officials say the bridge is in need of demolition and replacement after years of use.The final approval of the project from the city council would include adding a pedestrian and bike lane since the current bridge is very narrow.Charleston City Councilman Boyd Gregg has been push...

DANIEL ISLAND, S.C. (WCSC) - The city of Charleston will be voting Monday and Tuesday night on the approval of a $2 million replacement bridge on Daniel Island.

The Beresford Creek Bridge is one of the only two ways to get onto Daniel Island, but officials say the bridge is in need of demolition and replacement after years of use.

The final approval of the project from the city council would include adding a pedestrian and bike lane since the current bridge is very narrow.

Charleston City Councilman Boyd Gregg has been pushing for approval of the project to reduce dangerous traffic conditions on the bridge.

“More than anything, right now, I’d say pedestrian access,” Gregg says. “There’s not a really safe path for pedestrians cross or bikers to cross; the new bridge will have much improved pedestrian access.”

The bridge experienced damage to its infrastructure about three years ago, forcing load limits on the bridge for heavy trucks.

More recently, fire vehicles and ambulances are no longer to access the island from the bridge due to its current condition.

City of Charleston Director of Public Service Tom O’Brien says the bridge was built in the 90s, and it used to be the only way to access Daniel Island before Interstate 526 provided another entry point.

“Obviously with all the development with the homes and the town center, traffic has increased,” O’Brien says. “The bridge we will be replacing it with will be a very solid bridge and will provide great access for the people.”

Daniel Island is also working on another project to build a pedestrian and bicycle bridge over Nowell Creek.

“I think it shows the city’s commitment to provide these passages and safe ways to allow for pedestrians and bicycles to use the city,” O’Brien says.

Both O’Brien and Gregg are pushing for the project to finish before the next school year.

“There’s a significant amount of school traffic on this road, particularly for those traveling up with Phillip Simmons High School,” Gregg says. “We really wanted to try to get this done as much as we could during the summer to try to alleviate some of that school traffic and take advantage of school being out.”

In efforts to address traffic concerns, the city will be holding a meeting in the next month to explain the entire construction process and answer questions from nearby homeowners.

The project will be voted on at Monday night’s Public Works and Utilities Commission meeting and Tuesday’s city council meeting.

Copyright 2023 WCSC. All rights reserved.

Charleston supermarket slated to be demolished and rebuilt bigger

Itching to expand for several years, Daniel Island’s only supermarket will be demolished to make way for a larger store.Publix plans to demolish its longtime store on Seven Farms Drive and build a 50,472-square-foot store and pocket park in its place in the same ...

Itching to expand for several years, Daniel Island’s only supermarket will be demolished to make way for a larger store.

Publix plans to demolish its longtime store on Seven Farms Drive and build a 50,472-square-foot store and pocket park in its place in the same location, according to plans presented to the city of Charleston.

The new location will likely include a few new offerings that will be announced later, company spokesman Jared Glover said.

Plans to expand the existing 29,618-square-foot supermarket have been in the works since 2017, but the expansion never materialized after the city asked the grocer to include windows, tweak its facade and come back with more renderings.

The Florida-based grocer maintained the inclusion of real windows interfered with freezer space, displays and storage. The company withdrew its expansion plans in 2019 and submitted a new proposal for a larger store the following year.

The new design, which includes demolition of the existing building, has been working its way through various government approvals and is now ready to move forward with permitting.

Glover pointed out construction is more than 18 months away. That pushes initial development into 2025, and he said it will take another 12-18 months to build the store.

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“We don’t want to set a date because anything can happen,” he said.

Glover said the company will announce further details on how the construction phase will affect customers and where they will shop before development gets underway.

“We want people to get excited about the new store and not be worrying about where they will buy their groceries,” he said.

The store, which Publix opened in 2002, is the only supermarket allowed on Daniel Island under an agreement with the developer of the master-planned community.

The nearest option for shoppers is across the Wando River — a Harris Teeter five miles away on Long Point Road in Mount Pleasant. Publix has another store about 7 miles north in the Point Hope development off Clements Ferry Road.

The supermarket chain bought the 5-acre Daniel Island Town Center property where the store operates in 2016 for $13.83 million, according to Berkeley County land records. The company also bought the neighboring undeveloped 1.23-acre parcel on Island Park Drive the same year for $900,000.

Publix operates 16 stores in the Charleston area. Two others are in the works for Carnes Crossroads in Goose Creek and Nexton near Summerville. Another has long been planned for the Summers Corner development south of Summerville.

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Dozens of Daniel Island neighbors speak out on proposed tree removals

DANIEL ISLAND, S.C. (WCBD) – One agenda item for the City of Charleston’s Board of Zoning Appeals meeting on Wednesday received pushback from many people who live on Daniel Island.A proposed 30-unit townhome community is slated for a tract of land off Fairchild Street near the I-526 on-ramp, according to the meeting agenda and Eric Schultz, a Principal Planner for the City of Charleston.“The primary concern is the location. Were this somewhere else, I think it might have received less attention, but its right ...

DANIEL ISLAND, S.C. (WCBD) – One agenda item for the City of Charleston’s Board of Zoning Appeals meeting on Wednesday received pushback from many people who live on Daniel Island.

A proposed 30-unit townhome community is slated for a tract of land off Fairchild Street near the I-526 on-ramp, according to the meeting agenda and Eric Schultz, a Principal Planner for the City of Charleston.

“The primary concern is the location. Were this somewhere else, I think it might have received less attention, but its right at the front door to Daniel Island. And this is the most, the highest volume entrance to our island. So, everybody who gets on or gets off is going to see what happens on this parcel,” said Tory Sullivan, the Land Use and Development Committee Chair for the Daniel Island Neighborhood Association.

On Wednesday, the BZA was scheduled to hear a request for variances from the Tree Protection Ordinance. However, the applicant requested a deferral at the start of the meeting, and it passed.

The changes would allow the removal of 11 grand trees and construction to occur closer to the base of seven grand trees.

“That involves sidewalks, fill material, trenching, driveways, buildings, whatever’s like impervious construction, we have certain regulations that dictates how far away from the base of the tree you have to be,” explained Schultz.

The original request received 162 public comments, mostly all in opposition. Many of the people not only expressed concerns about the protected trees, but the rest of them on the tract as well.

Sullivan said the trees serve as a barrier to 526.

“We’re right on the gateway to Long Point and the Wando Welch cargo terminal. So, we have big rigs and trucks all day every single day, so this is a really key spot for that,” Sullivan told News 2. “In addition, around us is a bunch of Lowcountry marshland and maritime forest. It’s surrounded by that so these trees, you know, from resiliency purposes and otherwise are really important.”

According to Sullivan, the project received over 300 comments when it was on the BZA’s agenda a few months ago.

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