McGuireWoods’ private wealth services group provided an update on important issues facing fiduciaries and advisors.

Topics 

• Using North Carolina’s directed trust statute
• Ethical considerations for professional fiduciaries
• Cybersecurity threats and duties
• Current issues and opportunities in business succession planning
• State income taxation of trusts

McGuireWoods Speakers

• Michael H. Barker, Attorney
• Andrea C. Chomakos, Partner
• Harrison L. Marshall, Jr., Partner
• E. Graham McGoogan, Jr., Partner
• John S. Servidio, Partner

McGuireWoods’ private wealth services and business tax groups annual update on important issues facing fiduciaries and advisors.

Topics

• Trust and Estate Law Updates
• Administration of Charitable and Split-Interest Trusts
• Real Life Business Succession Planning Techniques and Strategies

McGuireWoods Speakers

• Benjamin S. Candland, Partner
• Michele A.W. McKinnon, Partner
• John B. O’Grady, Partner
• Thomas P. Rohman, Partner