Surmounting the Current Challenges: Issues Confronting Professional Fiduciaries

October 10, 2013

The Mid-America Club, Aon Center
200 East Randolph Street, 80th Floor
Chicago, IL 60602

Presentations can also be accessed in the agenda below.

To view speaker resumes, please click here.

   
AGENDA  
   
8 – 9 a.m. Registration and Breakfast
   
9 – 9:05 a.m. Welcome and Introduction
Charles D. Fox, Partner, McGuireWoods LLP
   
9:05 – 10:30 a.m. Recent Tax Developments
Ronald D. Aucutt, Partner, McGuireWoods LLP
Charles D. Fox, Partner, McGuireWoods LLP
William M. Long, Partner, McGuireWoods LLP
John B. O’Grady, Partner, McGuireWoods LLP
   
10:30 – 10:45 a.m. Break
   
10:45 – 11:30 a.m. Trustee Responsibility to the Internationally Mobile Beneficiary
Hed Amitai, Partner, McGuireWoods LLP
   
11:30 a.m. – 12 p.m. Administrative and Regulatory Update – This Doesn’t Seem to be Getting Easier [set 1] [set 2]
Ronald D. Aucutt, Partner, McGuireWoods LLP
Donald J. Gibson, Partner, McGuireWoods LLP
Becky T. Kelly, Partner, Fiduciary Education Center, LLC
Roger Pond, Partner, Fiduciary Education Center, LLC
   
12 – 12:30 p.m. Planning in Light of the 2012 Tax Act
Charles D. Fox, Partner, McGuireWoods LLP
John B. O’Grady, Partner, McGuireWoods LLP
   
12:30 – 1:30 p.m. Lunch
   
12:50 – 1:20 p.m. Lunch Presentation
Russell W. Sullivan, Partner, McGuireWoods LLP
   
1:30 – 2:15 p.m. Fiduciary Litigation Update
Sean F. Murphy, Partner, McGuireWoods LLP
John B. O’Grady, Partner, McGuireWoods LLP
Marta A. Stein, Partner, McGuireWoods LLP
   
2:15 – 2:45 p.m. Charitable Trusts: Tax Classification Under the 2012 Type III Supporting Organization Final and Temporary Regulations
Adam M. Damerow, Attorney, McGuireWoods LLP
Michele A.W. McKinnon, Partner, McGuireWoods LLP

White Paper: IRS Publishes Long-Awaited Final Regulations for Type III Supporting Organizations
   
2:45 – 3 p.m. Break
   
3 – 3:30 p.m.

 

Challenges in Trust Departments Working with Family Offices
Roger Pond, Fiduciary Education Center, LLC
William I. Sanderson, Attorney, McGuireWoods LLP
   
3:30 – 4:30 p.m. Ethics Concerns for Trust Officers [set 1] [set 2]
Sean F. Murphy, Partner, McGuireWoods LLP
William I. Sanderson, Attorney, McGuireWoods LLP
Thomas E. Spahn, Partner, McGuireWoods LLP
   

For more information, contact Bridget Light at 804.775.7541 or .