New Developments in Tax and Wealth Planning

October 14-28, 2021

Virtual Event

Charlotte, NC
October 14, 2021
9 a.m.-12 p.m.
Agenda

Richmond, VA
October 21, 2021
9 a.m.-12 p.m.
Agenda

Washington, D.C.
October 28, 2021

9 a.m.-12 p.m.
Agenda

McGuireWoods’ private wealth services team is pleased to invite you to participate in our annual fall seminars.

We welcome you to participate in our virtual seminar series and to join us for any or all of these informative sessions. Speakers will present in real time via videoconference on important personal estate and wealth planning issues. We encourage participants to submit questions and provide feedback to panelists throughout the programs.

Login details will be sent to registrants before the event.

CLE, CTFA and CFP credit applications will be made.

For more information contact Laura Pickert.


Event replay from Oct. 14, 2021, session:

Download Slides

Event replay from Oct. 21, 2021, session:

Download Materials:

  • Slidedeck
  • 2021 Federal and Virginia Updates to Trust and Estate Law
  • Generation-Skipping Transfer Tax: Opportunities and Pitfalls

Event replay from Oct. 28, 2021, session:

Download Materials:

  • Slidedeck
  • Fiduciary Case Update

Our programs are intended for the benefit of our clients and contacts and we reserve the right to refuse any registration at our sole discretion.
Video and presentation materials © 2021 McGuireWoods LLP. All rights reserved.