New Developments in Wealth Planning

October 24, 2017

McGuireWoods LLP
Gateway Plaza
800 East Canal Street
Richmond, VA 23219

8:30 a.m. Registration and continental breakfast
9 a.m. − 1 p.m. Program and lunch

CLE, CTFA and CFP credit applications are being submitted. Certificate of completion for CPE credit is available.

Please join McGuireWoods' private wealth services group for our annual update on important issues facing fiduciaries and advisors.

Topics

  • Recent updates in trust and estate law
  • Issues in charitable planning and administration
  • Security issues for fiduciaries and high-net-worth families

Download full agenda >>

McGuireWoods Speakers

Who Should Attend

In-house counsel, trust officers, investment advisors, accountants and wealth managers

For more information

Laura Beckner

+1 804 775 7578