New Developments in Tax and Wealth Planning Seminar

Tuesday, April 25, 2017

121 W Trade St, Suite 3100
Charlotte, NC 28202

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 >>


  • 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 [email protected] or +1 804 775 7578.