12th Annual Fiduciary Advisory Services Seminar: Issues Confronting Fiduciaries

Wednesday, October 4, 2017

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
Ronald D. Aucutt, Partner, McGuireWoods LLP
   
9:05 – 10:00 a.m. Recent Tax Developments/New Tax Laws - Part A | Part B
Ronald D. Aucutt, Partner, McGuireWoods LLP
Charles D. Fox, Partner, McGuireWoods LLP
   
10:00 – 10:30 a.m. Security Issues for High-Net-Worth Families
Michael J. Adams, Partner, McGuireWoods LLP
William I. Sanderson, Partner, McGuireWoods LLP
   
10:30 – 10:45 a.m. Break
   
10:45 – 11:30 a.m.

Bank Regulatory Issues
Roger A. Pond, Partner, Fiduciary Education Center, LLC
Becky T. Kelly, Partner, Fiduciary Education Center, LLC

   
11:30 a.m. – 12:00 p.m. Trust Modifications in Light of Unforeseen Circumstances and Mistakes
Michael H. Barker, Attorney,McGuireWoods LLP
Adam M. Damerow, Attorney, McGuireWoods LLP
   
12:00 – 1:00 p.m. Lunch – Washington Update
Russell W. Sullivan
, Partner, McGuireWoods LLP
   
1:15 – 2:15 p.m. Fiduciary Litigation Update
Sean F. Murphy, Partner, McGuireWoods LLP
Meghan Gehr Hubbard, Attorney, McGuireWoods LLP
Marta A. Stein, Partner, McGuireWoods LLP
Melissa Moran Taylor, Partner, McGuireWoods LLP
   
2:15 – 2:45 p.m. Cross-Border Estate Planning
Adam M. Damerow, Attorney, McGuireWoods LLP
Matthew C. Sperry, Partner, McGuireWoods LLP
   
2:45 pm– 3:15 p.m. State Income Tax Issues
Andrea C. Chomakos, Partner, McGuireWoods LLP
Jean Gordon Carter, Partner, McGuireWoods LLP
   
3:15 – 3:30 p.m. Break
   
3:30 – 4:00 p.m. Update on Uniform Acts
Jean Gordon Carter, Partner, McGuireWoods LLP
Michael H. Barker, Attorney,McGuireWoods LLP
   
4:00– 5:00 p.m.

 

Ethics
Sean F. Murphy, Partner, McGuireWoods LLP
William I. Sanderson, Partner, McGuireWoods LLP
Meghan Gehr Hubbard, Attorney, McGuireWoods LLP

   

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