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.
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- International estate and tax planning
- Use of charitable trusts and private foundations
- Reporting suspected financial elder abuse
- Planning with stock options and restricted stock
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 email@example.com or +1 804 775 7578.