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
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
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
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
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
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
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
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