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

Wednesday, October 7, 2015
8 a.m. – 5 p.m.

Standard Club
Chicago, Illinois

Download all of the presentation materials. Individual presentations can also be accessed in the agenda below.
   
AGENDA PDF version of agenda
   
8 – 9 a.m. Registration and Breakfast
   
9 – 9:05 a.m. Welcome and Introduction
Charles D. Fox, Partner, McGuireWoods LLP
   
9:05 – 10:00 a.m. Recent Developments
Ronald D. Aucutt, Partner, McGuireWoods LLP
William M. Long, Partner, McGuireWoods LLP
Charles D. Fox, Partner, McGuireWoods LLP
   
10:00 – 10:30 a.m. Issues In Decanting and Related Planning Opportunities
John B. O’Grady, Partner, McGuireWoods LLP
   
10:30 – 10:40 a.m. Break
   
10:40 – 11:20 a.m.

Cyber Security Threats and Duties
John S. Servidio, Partner, McGuireWoods LLP
Adam M. Damerow, Attorney, McGuireWoods LLP

   
11:20 a.m. – 12 p.m. Issues with Proprietary Funds
Mark A. Kromkowski, Partner, McGuireWoods LLP
Michele A. W. McKinnon, Partner, McGuireWoods LLP
   
12 – 1 p.m. Lunch Presentation on Washington Outlook
Ronald D. Aucutt, Partner, McGuireWoods LLP
   
1 – 2 p.m. Fiduciary Litigation Roundtable
Sean F. Murphy, Partner, McGuireWoods LLP
Marta A. Stein, Partner, McGuireWoods LLP
   
2 – 3 p.m. Avoiding IRS Audits and Defending Oneself in an Audit
Craig D. Bell, Partner, McGuireWoods LLP
John B. O’Grady, Partner, McGuireWoods LLP
Bradley A. Ridlehoover, Attorney, McGuireWoods LLP
   
3 – 3:10 p.m. Break
   
3:10 – 4 p.m. Delegation, Directed Trustees, and Divided Trustees
William I. Sanderson, Partner, McGuireWoods LLP
   
4 – 5 p.m.

 

Twenty Steps to Avoid Fiduciary Litigation (Ethics)
Sean F. Murphy, Partner, McGuireWoods LLP
William I. Sanderson, Partner, McGuireWoods LLP

Supplement: Ethical Concerns for Trust Officers

   

For more information: Karna Pruiett 312.849.8137.