Estate Planning 2014

$295

DVD CD MP3

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

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

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 A. 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