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ESTATE PLANNING 2014: MOUNTAINEER SERIES-CD SEMINAR-(1290-1507)ESTATE PLANNING 2014: MOUNTAINEER SERIES-CD SEMINAR-(1290-1507)
$295.00

ESTATE PLANNING 2014
Recorded October 31 - November 1, 2014
$295


 
ESTATE PLANNING FOR RETIREMENT BENEFITS AND IRD ITEMS
  • Income Taxation of Benefits and Options for Distribution
  • Use of Trusts and IRAs
  • Who should be the Beneficiary?
  • The IRA Stretch: How to Achieve It
  • Charitable Beneficiaries – The Better Choice
  • Estate Taxes and Ira and Qualified Plans
  • Installment Notes
  • Annuities
MARCIA A. BROUGHTON, ESQUIRE
Jackson Kelly, PLLC - Clarksburg, WV


THE WEST VIRGINIA UNIFORM TRUST CODE AND ITS IMPACT UPON THE DRAFTSPERSON
  • UTC Provisions to Consider for Your Documents and Planning
  • Consider Altering Some "Boilerplate” Provisions in Your Documents
  • Suggested Provisions and Drafting Language
JOHN F. ALLEVATO, ESQUIRE
Spilman Thomas & Battle, PLLC - Charleston, WV
 

ATTORNEY-CLIENT PRIVILEGE AND LITIGATION INVOLVING FIDUCIARIES AND BENEFICIARIES
STACI N. CRISWELL, ESQUIRE
Spilman Thomas & Battle, PLLC - Charleston, WV
 

THE IMPACT OF PORTABILITY ON MODEST SIZED ESTATES AND ESTATE PLANNING
  • What is Portability?
  • The Provisions and Scope of Portability
  • How to Elect Portability
  • Advantages of Portability
  • Planning Options with Portability
J. E. WHITE, JR., ESQUIRE
Anspach Meeks Ellenberger, LLP - Charleston, WV
 

ESTATE PLANNING FOR OIL AND GAS INTERESTS
  • Income Taxation of Mineral Rights
  • Passing Subsurface Rights to the Next Generation
  • Valuation of Mineral Rights
  • Estate Planning – Available Planning Tools
DAVID R. CROFT, ESQUIRE
Spilman Thomas & Battle, PLLC - Wheeling, WV
 

THE NEW WEST VIRGINIA RULES OF PROFESSIONAL CONDUCT ETHICS PANEL
JOANNE M. VELLA KIRBY, ESQUIRE
West Virginia Office of Disciplinary Counsel - Charleston, WV
JOHN F. ALLEVATO, ESQUIRE
Spilman Thomas & Battle, PLLC - Charleston, WV
PROFESSOR DAVID C. HARDESTY, JR.
WVU College of Law - Morgantown, WV
DAVID R. CROFT, ESQUIRE
Spilman Thomas & Battle, PLLC - Wheeling, WV
 

THE NEW WEST VIRGINIA UNIFORM REAL PROPERTY TRANSFER ON DEATH ACT – INCLUDING SAMPLE FORM OF REVOCABLE TRANSFER ON DEATH DEED
CHRISTOPHER J. WINTON, ESQUIRE
Ray, Winton, Kelley, PLLC - Charleston, WV
 

BASIC MEDICAID LAW & PLANNING – PROTECTING THE FAMILY’S ASSETS  
  • Basic Legal Provisions of Medicaid
  • Basic Planning Steps for Families Facing a Loved One entering a Nursing Home
  • How Changes in the Law Affect Planning Steps
  • Options to preserve Family Assets and Long-Term Care Planning in Advance of Entering a Nursing Home
PAUL L. HICKS, ESQUIRE
Bowles Rice, LLP - Parkersburg, WV

This seminar has been accredited for 8.5 WV MCLE credits, including 2.1 Ethics/L.O.M credits.