New Developments in Tax and Wealth Planning Seminar

Tuesday, April 25, 2017

121 W Trade St, Suite 3100
Charlotte, NC

8 a.m. - 1 p.m.

CLE, CTFA and CFP credit applications are being made.

Please join McGuireWoods’ private wealth services group for our annual update on important issues facing fiduciaries and advisors.

Download Agenda >>

Topics

  • International estate and tax planning
  • Use of charitable trusts and private foundations
  • Reporting suspected financial elder abuse
  • Ethics
  • Planning with stock options and restricted stock

McGuireWoods Panelists

Who Should Attend

In-house counsel, trust professionals, investment advisors, accountants, wealth managers, fiduciary officers, directors, executives and general counsel

For more information contact Laura Beckner at lbeckner@mcguirewoods.com or +1 804 775 7578.

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