11th Annual Fiduciary Advisory Services Seminar: Issues Confronting Fiduciaries

Wednesday, October 5, 2016

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 Tax Developments
Ronald D. Aucutt, Partner, McGuireWoods LLP
Charles D. Fox, Partner, McGuireWoods LLP
William M. Long, Partner, McGuireWoods LLP
   
10:00 – 10:30 a.m. Developments and Issues with IRS Regulations, Including the Proposed Regulations on Valuation Discounts Under Section 2704
Ronald D. Aucutt, Partner, McGuireWoods LLP
   
10:30 – 10:45 a.m. Break
   
10:45 – 11:30 a.m.

Foreign Investment into the United States – Opportunities for U.S. Trust Companies
Matthew D. McKim, Partner, McGuireWoods LLP
Mark A. Kromkowski, Partner, McGuireWoods LLP
Matthew C. Sperry, Partner, McGuireWoods LLP

   
11:30 a.m. – 12:15 p.m. Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA)
Jean G. Carter, Partner, McGuireWoods LLP
Adam M. Damerow, Attorney, McGuireWoods LLP
   
12:15 – 1:15 p.m. Lunch with Russ Sullivan on Impact of November Elections on Taxes
Russell W. Sullivan, Partner, McGuireWoods LLP
   
1:15 – 2:15 p.m. Fiduciary Litigation Update
R. Eric Bilik, Partner, McGuireWoods LLP
Sean F. Murphy, Partner, McGuireWoods LLP
Marta A. Stein, Partner, McGuireWoods LLP
   
2:15 – 3:00 p.m. How to Protect Gifts, Trusts, and Inheritances from a Beneficiary’s Divorcing Spouse
Dennis I. Belcher, Partner, McGuireWoodsLLP
   
3:00 – 3:15 p.m. Break
   
3:15 – 4:00 p.m. The Compliant Trust Officer
Roger A. Pond, Partner, Fiduciary Education Center, LLC
Becky T. Kelly, Partner, Fiduciary Education Center, LLC
   
4:00– 5:00 p.m.

 

How A Fiduciary Can Avoid An Ethical Quagmire
Andrea C. Chomakos, Partner, McGuireWoods LLP
Sean F. Murphy, Partner, McGuireWoods LLP
Roger A. Pond, Partner, Fiduciary Education Center, LLC

   

For more information: Amy Norris at or +1 704 343 2228.