Financial and Estate Planning Seminar

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.

Location:
Edgewood Country Club in Charleston

Registration

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