11th Annual Fiduciary Advisory Services Seminar

8 a.m. – 5 p.m., Breakfast and lunch included

CLE, CTFA and CFP credit applications are being made. 

Download the agenda >>

Please join McGuireWoods’ Fiduciary Advisory Services Group and The Fiduciary Education Center for our 11th fall seminar in Chicago. Attendees will learn about the latest issues facing corporate fiduciaries, including:

• Recent tax developments
• Developments and issues with IRS regulations, including the proposed regulations on valuation discounts under Section 2704
• Foreign investment into the United States – opportunities for U.S. trust companies
• Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA)
• Fiduciary litigation update
• Protecting gifts, trusts and inheritances from a beneficiary’s divorcing spouse
• The compliant trust officer
• How a fiduciary can avoid an ethical quagmire

This seminar also will feature a lunch presentation by McGuireWoods partner Russ Sullivan, who will discuss the impact of the November election on taxes.

Who Should Attend

Trust professionals, fiduciary officers, directors, executives and general counsel