Event: 2023 WV Estate Planning Institute: Full-length Recording
Location: Charleston Coliseum & Convention Center, Charleston, WV 
Date: September 21, 2023
WV CLE Credit: 8.40 hours of Online/ Audio Visual credit & 2.40 of Legal Ethics credit

Program Details:

• Session 1: "Drafting Dispositive Provisions" presented by Farhad Aghdami, Esq. of Williams Mullen, Richmond, VA. This presentation reviews efficient ways of drafting dispositive provisions in wills and trusts, including per stirpes and per capita language, anti-lapse statutes, survivorship requirements, income and principal distributions, ascertainable standards, 5 x 5 powers, and powers of appointment. Tax implications are covered, and opportunities associated with decanting and unitrust conversions are explored.
  
  
• Session 2: "Major Planning for Minors" presented by Christopher J. Winton, Esq. of Ray, Winton & Kelley, PLLC. This presentation analyzes the legal issues in making gifts or bequests to minors including guardianship, Uniform Transfers to Minors Act accounts, and trusts for minors.
  
  
• Session 3: "Intersection of Divorce Law and Estate Planning" presented by Mark W. Kelley, Esq. of Ray, Winton & Kelley, PLLC. Clients die and clients get divorced. Divorce can have unintended consequences on estate planning documents, and estate planning documents can have unintended consequences in a divorce. This presentation provides estate planning practitioners with guidance on these domestic law issues, especially for those clients who are established in their careers and marry later in life. Prenuptial agreements, family court jurisdiction, and beneficiary forms are discussed.
  
  
• Session 4: "Handling the Business in the Estate" presented by J.E. White, Esq. of Jackson Kelly PLLC. Business owners die and their interests need to be administered in the estate. This presentation focuses on how to handle business-related issues in an estate, such as the fiduciary running the business, the selling of the business or its assets, valuation of closely-held business interests, dispositions or transfers of the business interest, and applying shareholder and operating agreements.
  
  
• Session 5: "Attorney Succession Planning" presented by E. William Harvit, Esq. of Hartley Law Group, PLLC. Probably more than their clients, lawyers need estate planning for themselves, not only for their financial and personal estate arrangements but also for their ethical and licensing requirements. Law practice succession planning for death, disability, and retirement is critical for protecting the lawyer, the lawyer’s family and heirs, and the lawyer’s clients, partners, associates, and firm. This presentation covers the importance and requirements of succession planning for lawyers and the tools and strategies to create a compliant, ethical plan.
  
  
• Session 6: “Ethics and Practice Panel” presented by Joshua Rogers, Esq. of Dinsmore & Shohl, Anna M. Price, Esq. of Jenkins Fenstermaker, PLLC, Rebecca G. M. Krehbiel, Esq. of Jackson Kelly PLLC, and Christopher J. Winton, Esq. of Ray, Winton & Kelley, PLLC. This statewide panel of experienced practitioners delves into current and developing issues involving ethics and practice concerns in the arena of estate planning and probate. 
  

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