8:30 a.m. Registration and continental breakfast
9 a.m. − 1 p.m. Program and lunch
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CLE, CTFA and CFP credit applications are being submitted. Certificate of completion for CPE credit is available.
Please join McGuireWoods' private wealth services group for our annual update on important issues facing fiduciaries and advisers.
Who Should Attend
In-house counsel, trust officers, investment advisers, accountants and wealth managers
Private Wealth Services
McGuireWoods’ private wealth services team stands ready to help clients and their advisors obtain estate planning results that benefit themselves and their families from tax and non-tax perspectives. The team has been ranked by Chambers, the international rating service for attorneys, as one of the top wealth management legal practices in the country for several years. Our professionals are dedicated to estate planning and the analysis of related tax and fiduciary issues. Click here for a full list of team lawyers and their locations.