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TRICKS AND TREATS FOR ESTATE PLANNERS 2015-MP3 SEMINAR - (1230-1607)TRICKS AND TREATS FOR ESTATE PLANNERS 2015-MP3 SEMINAR - (1230-1607)
$275.00

TRICKS & TREATS FOR ESTATE PLANNERS 2015
Recorded October 23, 2015


THE GHOSTS AND GOBLINS OF BASIC MEDICAID LAW AND PLANNING – PROTECTING THE FAMILY’S ASSETS
This presentation will explore the basic legal provisions of Medicaid; basic planning steps for families facing a loved one entering a nursing home; how the 2006 changes in the law effected planning steps; options to preserve family assets and long term care planning in advance of entering a nursing home; and other hot topics in elder law.
Paul L. Hicks, Esquire
Bowles Rice, LLP – Parkersburg, WV

ESTATE PLANNING FOR THE NONTRADITIONAL COUPLES
John F. Hussell, IV, Esquire
Wooton, Wooton & Davis, PLLC – Charleston, WV

THE UN-HAUNTED HOUSE: DEED PLANNING FOR THE WV HOME TO AVOID SCARES
This presentation will cover the benefits and detriments of the available options in West Virginia in deeding the home from parents to children.
Christopher J. Winton, Esquire
Ray, Winton & Kelley, PLLC – Charleston, WV

TREATING THE CLIENT’S HEALTHCARE AND FINANCIAL NEEDS IN ADVANCE
This presentation will offer a general discussion and overview of West Virginia Uniform Power of Attorney Act. Abuse by agents under the Durable Power of Attorney Act will also be reviewed. A brief dialog of West Virginia’s e-Directive Registry will be provided. 
Charles W. Pace, Jr., Esquire
Kay Casto & Chaney, PLLC – Charleston, WV

USE OF JOINT TRUSTS IN ESTATE PLANNING
Using joint revocable trusts used to be scary; now with portability, their uses and utility have increased. This presentation provides advice on when you should consider joint revocable trusts and the income tax planning issues your clients may encounter.
John F. Allevato, Esquire
Spilman, Thomas & Battle, PLLC – Charleston, WV

ESTATE PLANNING FOR OIL AND GAS INTERESTS
Marcia A. Broughton, Esquire
Jackson Kelly, PLLC – Clarksburg, WV

TRICKY ETHICAL ISSUES WITH CLIENT ENGAGEMENT AND DISENGAGEMENT AGREEMENTS AND OTHER ISSUES
This presentation will focus on engagement and disengagement letters which must comply with the new amendments to the Rules of Professional Conduct.  Additionally, the ethics rules impact on representation of families as well as married couples, and the conflicts of interest which may ensue, will be discussed.  Pragmatic advice on ethical issues for estate planning lawyers to meet their everyday obligations to their clients will be provided.
Christopher J. Winton, Esquire
Ray, Winton & Kelley, PLLC – Charleston, WV
John F. Allevato, Esquire
Spilman, Thomas & Battle, PLLC - Charleston, WV
Marcia A. Broughton, Esquire
Jackson Kelly, PLLC – Clarksburg, WV
 
This seminar is accredited for 7.4 WV MCLE credits, including 1.2 Ethics/L.O.M. credits.