McGuireWoods’ private wealth services group provided our annual update on important issues facing fiduciaries and advisors.
Presentation Materials
- Agenda
- Presentation slides
- Proposed Section 2704 Regulations Would Impose Major Restrictions on Valuation Discount Planning
- 2016 Federal and Virginia Updates to Trust and Estate Law
Topics
- Virginia trust and estate law developments
- Impact of proposed IRS regulations on valuation discounts
- Impact of 2016 election
McGuireWoods Speakers
- Ronald D. Aucutt, Partner
- Benjamin S. Candland, Partner
- John B. O’Grady, Partner
- Russell W. Sullivan, Partner