New Developments in Tax and Wealth Planning

April 19, 2016

Charlotte, NC

McGuireWoods' private wealth services group provided an update on important issues facing fiduciaries and advisors.


  • 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

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