New Developments in Wealth Planning

October 26, 2016

Richmond, VA

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


  • 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