INCLUDES 2 HOURS CE CREDIT!

Edgewood Country Club, 1:00 - 3:00 pm
1600 Edgewood Drive, Charleston, WV 25302  DIRECTIONS

Charleston SFSP Members No Cost
NAIFA-WV Members $20.00
Non-Members $40.00

CLICK HERE TO REGISTER ONLINE!

Or make checks payable to NAIFA-WV and send to John E. Pauley, CLU, ChFC, CLTC, NAIFA-WV Executive Director , PO Box 3586, Charleston, WV 25336.
 
This two-hour VTC deals with estate planning issues for businesses and individuals. The first hour covers risk management for businesses. The second hour covers estate planning for individuals.

In the first part of the program, John Capasso, CPA, CGMA, PFS, will present an overview of captive insurance companies and how they can benefit middle-market business owners. He will show how creating captives can help business owners better manage business risks and protect assets, thereby increasing profitability, reducing their liability, and fostering business growth and enhanced employee benefits. The discussion will relate the use of captives to such topics as medical/health care, worker's compensation, tax and other advantages, and new and emerging coverage forms.
 
In the second part, Terry Stanaland, JD, ChFC, CPA, shares his highly-rated 2014 Clinic for Advanced Professionals presentation with the larger Chapter audiences. In it, he offers concrete, practical advice for challenges faced by people as they walk the pathways of life. Beginning with the newly emancipated young adult and continuing through the last stages of life, Terry will address such issues as: mandatory terminations of children's trusts vs. withdrawal rights; beneficiary designation for parents of minor children who have not established trusts; planning for possibility of second marriages; and more. Each part of the program will be followed by a Q&A session.

Attendees will learn:  

• The economic benefits of a captive insurance company, such as: protection of assets; increased profitability; better risk management (including the transference of unacceptable risk to others); reduced liability
• The tax advantages of small captives under the alternative tax regime in Section 831(b)
• Estate planning tips for various life stages from young adulthood to its last stages, e.g.: IRA conduit trusts for minor children; planning for possibility of second marriages; third party special needs trusts for parents and surviving spouses

Who should attend? Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.

For more information, please contact John Pauley, CLU, ChFC, CLTC at (304) 345-4343 or e-mail johnpauley@ft.newyorklife.com.

Published by Thom Stevens
NAIFA - West Virginia Lobbyist and Editor of Health Care Highlights.

CLICK HERE FOR THE LATEST ISSUE

We are celebrating the 27th anniversary of our unique health care publication and again welcome communications expert Andy Wessels to our team.

Health Care Highlights is published weekly during the regular legislative session and monthly during the periods in between legislative sessions by the firm Government Relations Specialists, LLC.

Health Care Highlights provides a special focus on health topics of interest, legislative health deliberations, and a special section featuring the history and status of all health care bills introduced in the West Virginia state Senate and the House of Delegates.

For more information and to subscribe, please contact Thomas J. Stevens, President, Government Relations Specialists, LLC at 304-344-8466 or email StevensGRS@aol.com.

Registration for the May 19-20, 2015 NAIFA Congressional Conference is now open! Please remember that the first 600 registrants for the NAIFA Congressional Conference will be eligible for a reimbursement of up to $350 to cover their travel and lodging expenses, if they meet the eligibility requirements, which include staying at one of the official NAIFA Congressional Conference hotels. You can view the full reimbursement guidelines when you register. Don't wait! Click HERE to register now!