Event: 2023 WV Estate Planning Institute - Session 4:Handling the Business in the Estate
Location: Charleston Coliseum & Convention Center, Charleston, WV 
Date: September 21, 2023
WV CLE Credit: 1.2 hours of Online/ Audio Visual credit

Recording Details:

• Session 4: "Handling the Business in the Estate" with J.E. White, Esq. of Jackson Kelly focuses on how to handle business related issues in an estate, such as, the fiduciary running the business, the selling the business or its assets, valuation of closely-held business interests, dispositions or transfers of the business interest, and applying shareholder and operating agreements.

Presenter Bio:

James E. "J.E." White, Jr.

J.E. White, Jr. is a Member practicing in the Business Law and Banking industry groups, focusing primarily on tax, estate planning, and trust and estate administration. He practices out of the Firm's office in Charleston, West Virginia.

J.E. has a broad-based business and tax background, and he provides representation to a variety of closely-held businesses, from succession planning, transactions, operations, tax issues, and wealth planning for their owners. In addition, he assists individual clients on all aspects of estate planning,
including more complicated planning such as a variety of irrevocable trusts, special needs trusts, family foundations, and charitable planning. J.E. also has extensive experience in estate administration, trust
administration, estate and trust litigation, federal and state taxation, and business formations and
operations.

J.E. is an active member of the Probate Committee of the West Virginia State Bar and is a frequent speaker on estate planning and estate administration topics.

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