Event: 2025 WV Estate Planning Institute

Location: Charleston Coliseum & Convention Center, Charleston, WV

Date: September 18, 2025

WV CLE Credit: 6.7 hours of Online/ Audio Visual credit & 2.5 of Legal Ethics credit

Cost: $295 members / $200 Young Lawyer member /$395 non-members

Program Details:

Welcome

Session 1: “Business and Succession Planning to Die For” with James R. Carlisle, II, Esq., Daniel M. Zugell, CLU, and Al Lorenzi, CEPA

Session 2: “Death Indeed, Deeds in Death: Deeds of Estates, Survivors, Beneficiaries, or Heirs”
with Brian Gartley, MBA and Robert Andre, Esq. of Old Republic Title Insurance Company

Session 3: “The Trusts They Are A-Changing: Top 10 Nonjudicial Settlement Agreements”
with J.E. White, Jr., Esq. of Jackson Kelley, PLLC

Session 4: “En Guard: Adult Guardianship and Conservatorship Procedure in West Virginia”
with David Samuel Hughart, Esq. of Ray, Winton & Kelley, PLLC

Session 5: “The State of Estates: Ethics and Practice Panel” - Recent Developments, Need-to-Know, and FAQ,  with Chaired by Christopher J. Winton, Esq., with panel participants: Anna M. Price, Esq.; Paige K. Vagnetti, Esq.; Prof. Elaine W. Wilson, Esq., WVU College of Law. 

PLEASE NOTE: After you complete your purchase you will receive an email notifying you that your digital products are ready. Click on the link in that email to view the recording.