2015 Winter Meeting

Date: Wednesday, January 28, 2015
Time: 10:00am - 3:00pm
Location: Lakeview Resort & Conference Center

North Central West Virginia Estate Planning Council

Winter 2015 Quarterly Meeting

 

Date:   Wednesday, January 28, 2015

Place: Lakeview Resort & Conference Center

            One Lakeview Drive | Morgantown, West Virginia 26508 | 304.594.1111

Time:  10:00 a.m. – 3:00 p.m.

Agenda:

9:00 a.m. – 10:00 a.m.

Registration

10:00 a.m. – 11:00 a.m.

Asset Allocation for Estates & Trusts in Light of the Economy

Presented by:  Michael Klick, Senior Vice President,

                          WesBanco Trust & Investment Services

11:00 a.m. – 12:00 p.m.

Antiques & Collectibles in Trusts and Estates

Presented by:  Carolyn Nagy, Sotheby’s

12:00 p.m. – 1:00 p.m.

Networking Luncheon / Business Meeting

1:00 p.m. – 3:00 p.m.

 Internet Fraud for Estate and Trust Practioners

Presented by:  Mark Krupinski, Senior Vice President, WesBanco Bank, Inc.

RSVP: Please RSVP to Ashley Amtower at Ashley.Amtower@Steptoe-Johnson.com by Friday, January 24. 

Fees:  Annual Membership Application / Renewal Dues $140

           Non-Member Event Fee $35.00

Continuing Education:

            Board members will be applying for 4 continuing education credits as follows:

  • Josh Rogers, Dinsmore Shohl – WV State Bar Continuing Legal Education
  • Don Nestor, Arnett, Carbis, Toothman LLP – WV Board of Accountancy Continuing Education

 

See Upcoming Event Calendar