New Developments in Tax and Wealth Planning
April 19, 2016 | 1-minute read
McGuireWoods’ private wealth services group provided an update on important issues facing fiduciaries and advisors.
Topics
- Using North Carolina’s directed trust statute
- Ethical considerations for professional fiduciaries
- Cybersecurity threats and duties
- Current issues and opportunities in business succession planning
- State income taxation of trusts
McGuireWoods Speakers
- Michael H. Barker, Attorney
- Andrea C. Chomakos, Partner
- Harrison L. Marshall, Jr., Partner
- E. Graham McGoogan, Jr., Partner
- John S. Servidio, Partner
New Developments in Tax and Wealth Planning
October 22, 2015 | 1-minute read
Gateway Plaza, 800 East Canal Street
Richmond, VA 23219
McGuireWoods’ private wealth services and business tax groups annual update on important issues facing fiduciaries and advisors.
Topics
- Trust and Estate Law Updates
- Administration of Charitable and Split-Interest Trusts
- Real Life Business Succession Planning Techniques and Strategies
McGuireWoods Speakers
- Benjamin S. Candland, Partner
- Michele A.W. McKinnon, Partner
- John B. O’Grady, Partner
- Thomas P. Rohman, Partner
