20TH Anniversary

Mountaineer

CLE Series

ESTATE PLANNING FOR THE INTERMEDIATE ESTATE

WVU v. Navy

Friday, October 1, 1999

10:00 a.m. Tax Principles

                                        JOHN F. HUSSELL, IV, ESQUIRE - Campbell, Woods, Bagley, Emerson,
                                                                                                                            McNeer & Herndon

10:50 a.m. Irrevocable Life Insurance Trusts: Part One

                                        THOMAS G. FREEMAN, II, ESQUIRE - Jackson & Kelly

11:40 a.m. Lunch (On your own)

1:10 p.m. Irrevocable Life Insurance Trusts: Part Two

                                        THOMAS G. FREEMAN, II, ESQUIRE - Jackson & Kelly

2:00 p.m. Transferring the Closely Held Business to the Next Generation - Part One

                                        MARCIA A. BROUGHTON, ESQUIRE - Johnson, Simmerman & Broughton

2:50 p.m. Break

3:00 p.m. Transferring the Closely Held Business to the Next Generation - Part Two

                                        MARCIA A. BROUGHTON, ESQUIRE - Johnson, Simmerman & Broughton

3:50 p.m. Ethics

                                        MILTON T. HERNDON, ESQUIRE - Campbell, Woods, Bagley, Emerson,
                                                                                                                        McNeer & Herndon

4:40 p.m. Adjourn

Saturday, October 2, 1999

8:30 a.m. Special Purpose Trusts and Alternatives

                                        CHRISTOPHER J. WINTON, ESQUIRE - Payne, Loeb & Ray

9:20 a.m. Advanced Tax Savings Trusts: Part One - Marital Deduction Trust

                                        BRUCE L. STOUT, ESQUIRE - Huddleston, Bolen, Beatty, Porter & Copen

10:10 a.m. Advanced Tax Savings Trusts: Part Two: Retained Income Trusts and Charitable Trusts

                                        THOMAS G. BYRUM, ESQUIRE - Wheeling, West Virginia

11:00 a.m. Adjourn

Kickoff Time for WVU v. Navy is currently scheduled for 12:00 noon