Be a Road Warrior, Not Road Kill: Issues Confronting Fiduciaries

October 7, 2015

Standard Club
320 South Plymouth Court
Chicago, IL 60604

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Conference hosted by McGuireWoods' fiduciary advisory services group and The Fiduciary Education Center.

Topics

  • Recent developments in tax
  • Issues in decanting and related planning opportunities
  • Cyber security threats and duties
  • Issues with proprietary funds
  • Fiduciary litigation roundtable
  • Avoiding IRS Audits
  • Delegation, directed trustees, and divided trustees
  • Avoiding fiduciary litigation (Ethics)