New Developments in Tax and Wealth Planning Seminar

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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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

• Adam Damerow, partner
• Jean Gordon Carter, partner
• Andrea Chomakos, partner
• Taylor French, partner
• Jodie Lawson, partner
• Graham McGoogan, partner
• Matthew McKim, partner
• Sean Murphy, partner
• Matthew Sperry, partner

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.