Estate Planning 2018

November 9th & 10th, 2018

WVU College of Law


Registration: $295

Football tickets to WVU vs. TCU are available for purchase

Price: $70 per ticket

Click Here to Register!

This seminar is approved for 8.4 total WV MCLE credits.

This seminar is approved for 7.0 total PA MCLE credits.

We will apply for MCLE credit in Virginia and Ohio.

Friday, November 9, 2018

9:30 a.m.


10:00 a.m.

RU Ready for RUFADAA? Digital Asset Handling in Estates in West Virginia

This presentation will summarize the new Uniform Act passed in West Virginia in 2018 governing fiduciary control of digital assets.

Christopher J. Winton, Esquire
Ray, Winton & Kelley PLLC

10:50 a.m.

The New Section 199A of the Tax Code and What it Means

The Tax Cuts and Jobs Act of 2017 brought far-reaching federal tax changes but one of the most significant, impacting you and your clients, is new Section 199A.

Roy H. Cunningham, Esquire
Lewis Glasser PLLC

11:40 a.m.


1:00 p.m.

What Difference Does it Make: Special Need Trusts in West Virginia

This seminar will address the laws, regulations, and options that estate planners must know in order to plan and draft for a person with a disability. The advantages and limitations of ABLE accounts and the use of first-party special needs trusts in the context of personal injury settlements and awards will also be discussed.

John F. Hussell IV, Esquire
Wooton, Davis, Hussell & Ellis, PLLC

1:50 p.m.

Utilizing Trusts as Estate Planning Vehicles for Retirement Assets

This presentation will cover the role of retirement assets in modern estate planning, important deadlines of which the practitioner should be aware, use of conduit vs. accumulation trusts and the importance of beneficiary designations.

Joshua S. Rogers, Esquire
Dinsmore & Shohl LLP

2:40 p.m.


3:00 p.m.

It's All About the Basis

As a result of changes made to the estate and gift tax over the last 10 years, income tax planning has supplanted estate tax planning for the bulk of estates and trusts.

Marcia A. Broughton, Esquire
Jackson Kelly PLLC

3:50 p.m.

Panel: Hot Topics and Role of Attorneys in Probate, Trust and Estate Administration

John F. Allevato, Esquire
Spilman Thomas & Battle, PLLC

Marcia A. Broughton, Esquire
Jackson Kelly PLLC

Christopher J. Winton, Esquire
Ray, Winton & Kelley PLLC

4:40 p.m.


Saturday, November 10, 2018

8:30 a.m.

Your Power of Attorney Has No Power: Limitations and Traps under the West Virginia Uniform Act

West Virginia adopted the Uniform Power of Attorney Act in 2012 which includes a statutory form of power of attorney. This presentation explores the limitations and potential traps in using the broad statutory form.

Christopher J. Winton, Esquire
Ray, Winton & Kelley PLLC

9:30 a.m.


9:40 a.m.

All in the Family: Motivating Family Business Owners to Plan for Succession

Fewer than one-third of family businesses survive to the second generation, and another one-half of those fail to make it to the third generation. This presentation will explore some techniques that may help the family business survive.

J. E. White Jr., Esquire
Jackson Kelly PLLC

10:30 a.m.



WVU v. TCU Kick Off

Tickets: Football tickets are non-refundable and are distributed on a first-come, first-served basis. There is a 4 ticket limit per registrant.

Parking: Tuition for each seminar includes a WVU Athletic Department parking pass to the Red Lot around the WVU College of Law. RV and Camper parking is not permitted.

Materials: An electronic PDF written materials book will be sent via email prior to the conference. Attendees have the option to purchase a printed copy of the written materials book for $25 during registration.

Tuition Refund Policy: No tuition refunds will be made if football tickets are also ordered. Registration refunds for those who do not order football tickets will be available if the cancellation is received three business days prior to the conference. Refunds are subject to a $50 processing fee. Preregistered attorneys who do not attend will receive MP3 files of the program.

Reasonable Accommodation: If you have a disability that requires special accommodation, please contact the WVCLE office at (304) 293-7255 at least 10 days prior to the program date.