|
Join us for the WV Bar Association’s 6th Annual Estate Planning Institute at the Charleston Coliseum & Convention Center in Charleston, West Virginia on Thursday, September 18, 2025.
**LIVE & VIRTUAL ATTENDANCE OPTIONS AVAILABLE**
Continuing Education
WV CLE: 6.60 total hours with 2.40 hours of ethics
KY CLE: 6.50 total hours with 1.5 hours of ethics
OH CLE: 6.50 total hours with 1.50 ethics
PA CLE: Pending
Conference Agenda
| Thursday, September 18, 2025 |
| Time |
Description |
| 8:15 a.m. |
Registration |
| 8:15 - 11:00 a.m. |
Continental Breakfast |
| 8:45 - 10:45 a.m. |
"Business and Succession Planning to Die For"
James R. Carisle, II, Esq.
Daniel M. Zugell, CLU
Al Lorenzi, CEPA
Pittsburgh, PA |
| 10:45 - 11:00 a.m. |
Break |
| 11:00 a.m. - 12:00 p.m. |
“Death Indeed, Deeds in Death: Deeds of Estates, Survivors, Beneficiaries, or Heirs”
Brian Gartley, MBA and Robert Andre, Esq.
Old Republic Title Insurance Company
|
| 12:00 - 1:15 p.m. |
Lunch |
| 1:15 - 2:15 p.m. |
“The Trusts They Are A-Changing: Top 10 Nonjudicial Settlement Agreements”
J.E. White, Jr., Esq.
Jackson Kelley, PLLC
|
| 2:15 - 3:15 p.m. |
“En Guard: Adult Guardianship and Conservatorship Procedure in West Virgina”
David Samuel Hughart, Esq.
Ray, Winton & Kelley, PLLC
|
| 3:15 - 3:30 p.m. |
Break |
| 3:30 - 5:00 p.m. |
“The State of Estates: Ethics and Practice Panel” - Recent Developments, Need-to-Know, and FAQ,
Chaired by Christopher J. Winton, Esq.
Ray, Winton & Kelley, PLLC
Panel participants: Anna M. Price, Esq.; Paige K. Vagnetti, Esq.; Prof. Elaine W. Wilson, Esq., WVU College of Law
|
| 5:00 p.m. |
Closing Remarks & Parting Snack |
Conference Registration Options
| Registration Type |
Registration Fee |
| Member Attorney |
$295 |
| Non-member Attorney |
$395 |
| Young Lawyers Division Member |
$200 |
| Affiliate Member- Paralegals, Assistants & Administrators |
$200 |
| Student Member |
$150 |
| Non-attorney Guest |
$150 |
**Fees listed above apply to your choice of live or virtual attendance**
CLE Materials
The West Virginia Bar Association has transitioned away from printed materials. As a result, digital materials will be emailed to you prior to the event.
Venue Information
The recently renovated Charleston Coliseum and Convention Center is located in the heart of West Virginia's capital city at 200 Civic Center Drive, Charleston, WV. For more information, visit www.chaswvccc.com.
Become a Sponsor
Become a sponsor of the WV Bar Association’s 6th annual WV Estate Planning Institute and generate visibility for your brand! Sponsorships range from $500 - $2,000 and include a wide variety of valuable sponsor perks from logo representation and verbal recognition throughout the event to complimentary conference registration. Click the link below for full details on our 2025 sponsorship levels and benefits. Becoming a sponsor is easier than ever before with new online payment options.
Questions
Should you have any questions regarding this event, please contact the event coordinator at director@wvbarassociation.org.
|
