Private Wealth Services Virtual Seminar Series

September-October 2023

Complimentary Webinars

Please join McGuireWoods’ private wealth services group for a three-part virtual seminar series. We have supplemented our in-person programming this year with a virtual video webinar series. We welcome those who previously attended in person — or plan to do so this fall in Richmond — to join us for any or all of these informative sessions.

Speakers will provide a comprehensive update on important issues facing the industry and offer insights into recent developments affecting our clients. We encourage participants to submit questions and provide feedback to panelists throughout the seminar.

Webinar topics and related details, including corresponding registration, are below.

Webinar Options

Thursday, Sept. 28, 2023
Settlor Intent in Today’s Trust Administration: Understanding Its Role and Mechanisms for Enforcing It
Private wealth services partner Meghan Hubbard will discuss the role of settlor intent in modern trust administration. She will dive into the use and enforcement of no-contest clauses and their intersection with the settlor’s intent, a trustee’s duties and beneficiaries’ rights.

Thursday, Oct. 5, 2023
Traps for the Wary: Best Practices for Running a Family Foundation
Richmond private wealth services and nonprofit and tax-exempt organizations practice team partners Michele McKinnon and Brad Ridlehoover will discuss the tax rules that apply to private foundations and explore how to navigate these tax rules in situations that commonly arise in the operation and activities of family foundations.

Thursday, Oct. 12, 2023 
Modern Problems Require Modern Solutions: Administration of Complex Estates
The legal and practical challenges of administering complex estates are many — rising interest rates and deductibility of loan interest, asset valuation in a volatile market, charitable deduction challenges, funding issues, fiduciary liability, basis consistency and more. Private wealth services partner Michael Barker will provide strategies, tips and best practices to navigate the modern complex estate.

CLE, CTFA and CFP credit applications will be made for attendees.
For more information, please contact Laura Pickert at [email protected].

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. Video and presentation materials © 2023 McGuireWoods LLP. All rights reserved.