West Virginia State Bar

Login/Create Account

Membership Directory Search
MENUMENU
  • Home
  • About Us
        • State Bar Districts
        • County Bar Associations
        • Constitution, Bylaws and Rules and Regulations
        • Board of Governors
        • Young Lawyer Section
        • State Bar Past Presidents
        • Staff
        • Contact Us
        • Privacy Policy
  • Committees
        • Boards
          • Board of Governors
          • Young Lawyer Board
          • WVJLAP Board of Directors
        • Bar Committees
          • Committee Resources
          • Upcoming Committee Meetings
        • Young Lawyer Section
        • Meeting & Travel Reimbursement
  • For Attorneys
        • Membership Information >
          • Bar ID Card
          • Certificate of Good Standing
          • Fee Schedule
          • Membership Fee Guidelines
          • Members Login
          • Reporting & Fees 2022-23
          • Status Change
          • Request Name Change
          • Succession Plan
        • CLE
        • LC’s, LLP’s & PLLC Organizations
        • IOLTA
        • Member Benefits >
          • ABA Retirement Fund
          • ALPS Attorney Match
          • ALPS Legal Malpractice Insurance
          • Bar ID Card
          • Fastcase
          • LawPay – Credit Card Processing
          • National Purchasing Partners (NPP)
        • Career Services
        • Volunteer Opportunities >
          • Bar Committees
          • Tuesday Legal Connect ☎
          • West Virginia Free Legal Answers Lawyer Registration
        • Become a Mediator
        • More Than A Lawyer
        • Cyber Threats
        • Membership Directory
        • In Memory Of…
        • Voluntary Fee Dispute Resolution Program
        • Members Login
        • Fastcase Login
        • "Suggested protocols for execution of wills during the pandemic” by the Probate Committee
        • E-Filing Training Seminar
  • For The Public
        • Get Legal Help >
          • Lawyer Referral Service
          • Tuesday Legal Connect ☎
          • Veterans Legal Assistance
          • West Virginia Free Legal Answers
        • COVID-19: Help for West Virginians
        • File a Complaint
        • Public Programs >
          • Lawyers Fund for Client Protection
          • Mediator Search
          • Voluntary Fee Dispute Program
        • Lawyers Helping Students Search
        • Unlawful Practice of Law >
          • Advisory Opinions
          • By-Laws Regarding Unlawful Practice of Law
          • Complaint Form
          • Definition of the Practice of Law
          • Reporting of Possible Unlawful Practice of Law
          • Rules for Admission to Practice in WV
          • Basic Guidelines on the Unauthorized Practice of Law in Probate Administration
        • Membership Directory Search
        • Courthouse & County Information
        • Advertise With Us
        • FOIA Requests
        • Medical Power of Attorney & Living Will Forms – Statutorily Approved
  • Judicial & Lawyer Assistance Program
  • Events
  • News
  • Publications
  • Pro Hac Vice
  • CLE
  • Mobile App
  • Related Links
News > News > Events > Financial and Estate Planning Seminar

Financial and Estate Planning Seminar

May 9, 2013 By

Plans are finalized for the 2013 Financial and Estate Planning Seminar to be held Thursday, May 9th at Edgewood Country Club in Charleston. This annual event sponsored by WV Bankers Association, WV State Bar and WV Society of CPAs, attracts participants from bank trust departments, CPAs, insurance agencies, financial planners and attorneys and features the latest and most current estate planning techniques. Your company has a unique opportunity to network with some of the top professionals in West Virginia in these fields. There is no other event in West Virginia that attracts all these groups of professionals. This year’s speakers and topics are:

Kathryn Miree, Kathryn W. Miree & Associates, Inc.

“The Rules of Engagement: Managing Liability for Nonprofit Boards”
“Perfecting Donor Intent: Legal Lessons and Practical Advice”

Tom Heywood, Esq., Bowles Rice LLP
Legislative Update

Jim Gardill, Managing Member, Phillips, Gardill, Kaiser & Altmeyer PLLC
“Implementation Challenges of the WV Uniform Trust Code”

John Allevato, Esq., Spilman Thomas & Battle PLLC
“Why Your Client’s Irrevocable Trust May No Longer Be as Irrevocable as It Once Was”

John Hussell, Esq., Dinsmore & Shohl LLP
“The Sky Above Won’t Fall Down: A Plethora of Reasons Why Estate Planning Still Matters in 2013”

Mark Jansen, New York Life Insurance Company
“Retirement & Legacy Arrangement (RALA)”
Forest “Jack” Bowman, Jackson Kelly Professor of Law Emeritus
“Good Ethics is Good Business”
“The Political Genius of Abraham Lincoln: WV Statehood & Emancipation” (Evening Session)

If you have a product you would like to showcase or if you wish to be a sponsor, please take advantage of this opportunity and complete the application form now. Both the exhibit and sponsorship opportunities include one free registration ($250.00 value). For additional information, please email Donna Atkinson at

datkinson@wvbankers.org or call 800-343-8038 or 304-343-8838.

Loading Map....
Edgewood Country Club in Charleston
1600 EDGEWOOD DRIVE - charleston , wv
Details
38.3771376 -81.63915500000002

Date:
05/09/2013
12:00 am

Location:
Edgewood Country Club in Charleston


Registration

If registering for multiple attendees, list all bar id numbers below.

Online registration is not available for this event.

News

2023 Law Day Contest for WV Students

A Day at the Club – Women in the Profession Committee

Autumn 22 WV Lawyer

Law Day Outstanding Activity Award from the American Bar Association

Click Here for More News

SEARCH

PUBLICATIONS

Bar Blast Newsletter

Bar Blast – January 31, 2023

Bar Blast – January 24, 2023

Bar Blast – January 17, 2023

Bar Blast – January 10, 2023

Bar Blast – January 3, 2023

Bar Blast – 12-27-2022

Bar Blast – December 20, 2022

Bar Blast – December 13, 2022

More

This message is only visible to admins.
Problem displaying Facebook posts.
Click to show error
Error: Server configuration issue
  • Facebook
  • Twitter

Related Links

  • American Bar Association
  • Legal Aid of West Virginia
  • Public Defender Services
  • State Bar Young Lawyer Section
  • Supreme Court of Appeals of WV
  • US Bankruptcy – NDWV
  • US Bankruptcy – SDWV
  • US Court of Appeals-4th Circuit
  • US District Court – NDWV
  • US District Court – SDWV
  • WV Attorney General
  • WV Bar Foundation
  • WV Board of Law Examiners
  • WV Continuing Legal Education
  • WV Judicial & Lawyer Assistance Program
  • WV Office of Disciplinary Counsel
  • WVU College of Law

The West Virginia State Bar | 2000 Deitrick Boulevard, Charleston, WV 25311-1231

Phone 304-553-7220 | Toll Free 866-989-8227

Privacy Policy | Terms of Use | All Contents ©