8 a.m. – 1 p.m.
CLE, CTFA and CFP credit applications are being made.
Please join McGuireWoods’ private wealth services group for our annual update on important issues facing fiduciaries and advisors.
Topics
- International estate and tax planning
- Use of charitable trusts and private foundations
- Reporting suspected financial elder abuse
- Ethics
- Planning with stock options and restricted stock
McGuireWoods Panelists
- Adam Damerow, partner
- Jean Gordon Carter, partner
- Andrea Chomakos, partner
- Taylor French, partner
- Jodie Lawson, partner
- Graham McGoogan, partner
- Matthew McKim, partner
- Sean Murphy, partner
- Matthew Sperry, partner
Who Should Attend
In-house counsel, trust professionals, investment advisors, accountants, wealth managers, fiduciary officers, directors, executives and general counsel
For more information contact Laura Beckner at [email protected] or +1 804 775 7578.