Tricks & Treats For Estate Planners 2015

$275

DVD CD MP3

This seminar is accredited for 7.4 WV MCLE credits, including 1.2 Ethics/L.O.M. credits.

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

Significant changes to the discovery provisions of the Federal Rules of Civil Procedure have been brewing over the last several years. Controversy has followed from the start.  This program reviews the new rules that are set to take effect on December 1 of this year –changes that will alter a wide range of understandings from the definition of the scope of discovery to the standards for sanctions.  

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