dcsimg Event Archive: Who's on First? Issues Confronting Professional Fiduciaries

Who's on First? Issues Confronting Professional Fiduciaries

McGuireWoods LLP & The Fiduciary Education Center

October 9, 2012

The Mid-America Club
Chicago, IL

Program Materials

Download all of the presentation materials. Individual presentations can also be accessed in the agenda below.
   
AGENDA  
   
8 – 9 a.m. Registration and Continental Breakfast
   
9 – 10:15 a.m. Recent Developments in Estate, Gift, Generation-Skipping and Fiduciary Income Taxation
Ronald D. Aucutt, William M. Long & Charles D. Fox IV, McGuireWoods LLP
   
10:15 – 10:45 a.m. Navigating the Web of State Fiduciary Income Tax Issues
John B. O’Grady & Charles D. Fox IV, McGuireWoods LLP
   
10:45 – 11 a.m. Break
   
11 – 11:30 a.m. Creative Trust Planning – Decanting, Directed Trustees, Reformation and More
John B. O’Grady & Adam M. Damerow, McGuireWoods LLP
   
11:30 – 12:15 p.m. Hot Topics in the Fiduciary World
Becky T. Kelly & Roger A. Pond, Fiduciary Education Center, LLC
   
12:15 – 1:30 p.m. Lunch and Presentation on Current Legislative Climate
Ronald D. Aucutt, McGuireWoods LLP
   
1:30 – 2:30 p.m. Fiduciary Litigation Session
Marta A. Stein, Sean F. Murphy, William I. Sanderson, McGuireWoods LLP
   
2:30 – 3:15 p.m. Securities Law Issues with Respect to Trust and Estate Administration
Anitra T. Cassas & William I. Sanderson, McGuireWoods LLP
Roger A. Pond, Fiduciary Education Center, LLC
   
3:15 – 3:30 p.m. Break
   
3:30 – 4:30 p.m. Ethical Considerations for Professional Fiduciaries
[Part 1] [Part 2]
Thomas E. Spahn & Sean F. Murphy, McGuireWoods LLP
Roger A. Pond, Fiduciary Education Center, LLC
   

For more information, please contact Amy Norris at anorris@mcguirewoods.com or 704.343.2228.