Issues Confronting Professional Fiduciaries

October 7, 2014

65 West Jackson Boulevard
Chicago, IL

McGuireWoods’ fiduciary advisory services group and The Fiduciary Education Center hosted the ninth annual fall seminar in Chicago. 


  • Whether tax reform that reduces rates could reduce your tax bill
  • Recent developments in tax
  • Investment decisions including issues with closely held businesses facing trustees
  • Income tax issues with 3.8% supplemental tax
  • Fiduciary litigation update
  • Defining a trust
  • Ethical considerations for professional fiduciaries
  • International tax and legal issues affecting trustees and trust beneficiaries
  • Recent regulatory issues

Download agenda >>