New Developments in Wealth Planning

October 24, 2019

Gateway Plaza
800 East Canal Street
Richmond, VA 28202


8:30 a.m. Registration and continental breakfast
9 a.m. – 1 p.m. Program and lunch


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.

Speakers will provide a comprehensive update on important issues facing fiduciaries and advisers, including:

  • 2019 federal and Virginia updates to trust and estate law
  • Taking advantage of Opportunity Zones to defer recognition of gains
  • Why trust situs is important

Who Should Attend

In-house counsel, trust officers, investment advisers, accountants and wealth managers.

Our programs are intended for the benefit of our clients and contacts and we reserve the right to refuse any registration at our sole discretion.