West Virginia Continuing Legal Education Live Seminars

ESTATE PLANNING UPDATE:
THE NEW WV DURABLE POWER OF ATTORNEY ACT AND OTHER
IMPORTANT ESTATE PLANNING ISSUES

In Memory of Bruce L. Stout, Esquire

Friday, June 15, 2012
Charleston, WV
WVU Medical Center - Charleston Division

	9:00 A.M.	ESTATE AND TAX PLANNING DURING TIMES OF UNCERTAINTY
		ESTATE AND TAX PLANNING DURING TIMES OF UNCERTAINTY
		JOHN F. HUSSELL, IV, ESQUIRE
		Dinsmore & Shohl LLP

	9:45 A.M.	THE ESTATE PLANNER'S TOOLBOX: WHAT TO
		USE, WHEN TO USE IT, AND THE CONSEQUENCES
		OF MAKING THE WRONG CHOICE Survey of the estate planner's tools (wills, trusts, power of attorney, MPOA's etc) Discussion of when each is helpful Discussion of what happens when you don't use the right documents
		AUDY M. PERRY, JR., ESQUIRE
		Huddleston Bolen LLP

	10:30 A.M.	Break

	10:45 A.M.	THE NEW WEST VIRGINIA UNIFORM DURABLE POWER OF ATTORNEY ACT Highlights of the act Guided tour of the new form

		CHRISTOPHER J. WINTON, ESQUIRE
		Ray Winton & Kelley, PLLC

	12:00 P.M.	Lunch

	1:20 P.M.	TRUST ADMINISTRATION ISSUES AFTER THE
		NEW UNIFORM TRUST CODE Trustee reports to beneficiaries Removal of trustees Nonjudicial settlement agreements
		JOHN F. ALLEVATO, ESQUIRE
		Spilman Thomas & Battle, PLLC

	2:10 P.M.	DOCUMENT DRAFTING AFTER THE NEW
		UNIFORM TRUST CODE
		MARCIA A. BROUGHTON, ESQUIRE
		Jackson Kelly PLLC

	3:00 P.M.	Break

	3:15 P.M.	UPDATE ON ESTATE AND TRUST CASE LAW
		AND LEGISLATION Recent West Virginia estate litigation matters Developments in estate and trust litigation personal jurisdiction matters Issues with the removal of the estate of trust fiduciary Uniform Trust Code cases across the country
		DAVID R. CROFT, ESQUIRE
		Spilman Thomas & Battle, PLLC

	4:00 P.M.	ETHICS FOR ESTATE PLANNERS
		RACHAEL CIPOLETTI, CHIEF LAWYER
		West Virginia Office of Disciplinary Counsel
		MEMBERS OF FACULTY

	5:00 P.M.	Adjourn

This seminar is accredited for 7.4 WV MCLE credits, including 1.2 Ethics credit. We have also applied for MCLE credit in OH, PA, KY, and VA.

Special thanks to John F. Allevato, Esquire, and The West Virginia State Bar
Probate Law Committee.