Use of Life Insurance in Estate Planning / Business Transition Planning

Renowned estate planning speakers Charles Ratner and Laura Malone will present a four-hour continuing education seminar on the topics of “Use of Life Insurance in Estate Planning” and “Business Transition Planning” respectively on February 27 in conjunction with the North Central West Virginia Estate Planning Council.

The opening session at the WVU Erickson Alumni Center in Morgantown begins at 10:00 a.m. Lunch is included and the seminar will end by 3:00 p.m.

Non-members are invited to attend for $125 payable in advance or at the door by making a reservation at lgyorko@bbandt.com. Renewing NCWVEPC members can attend at no charge by RSVP’ing to the same e-mail address.

Attorneys, CPAs, trust officers, CLUs, CFPs, ChFCs, CTFAs and nonprofit development officers working in the estate planning field are invited to join the council by contacting Joshua Rogers, president, at Joshua.rogers@dinsmore.com.

Continuing education credits have been applied for.

The seminar sponsor is Dinsmore & Shohl and council sponsors are Arnett Foster Toothman, Dinsmore & Shohl, Jackson Kelly, MVB Bank, RTanner Associates, and Wesbanco Trust and Investment Services.