8 a.m. – 12 p.m.
CLE, CTFA and CRP credit applications are being made.
Please join McGuireWoods’ private wealth services group for our annual update on important issues facing fiduciaries and advisors.
Click here for the full agenda.
- Planning under the 2017 Tax Act
- Planning with vacation assets
- Pass-through entity taxation update
- Fiduciary litigation update
Who Should Attend
In-house counsel, trust professionals, investment advisers, accountants, wealth managers, fiduciary officers, directors, executives and general counsel