New Developments in Tax and Wealth Planning

April 24, 2018

121 W. Trade St. #3200
Charlotte, NC 28202

8 a.m. – 12 p.m.
Breakfast included

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

McGuireWoods Panelists

  • Michael H. Barker, partner
  • Jean Gordon Carter, partner
  • Andrea Chomakos, partner
  • Adam M. Damerow, partner
  • Harold Hancock, partner
  • E. Sterling Moose, attorney
  • Gerald V. Thomas II, partner
  • Emily J. S. Winbigler, attorney

Who Should Attend

In-house counsel, trust professionals, investment advisers, accountants, wealth managers, fiduciary officers, directors, executives and general counsel