Join us for our 16th Annual Fiduciary Focus where we will cover recent developments in wealth planning among other timely topics. Breakfast and lunch will be provided....more
Join us for our 15th Annual Fiduciary Focus! Breakfast and lunch will be provided.
Topics Include:
- Recent Developments in Wealth Planning
- Using Trustee Investment Statements
- Strategies to Avoid Fiduciary...more
...join us as we return to an in-person format for our 14th Annual Fiduciary Focus! Breakfast and lunch will be provided.
Topics Include:
- Recent Developments in Wealth Planning
- Corporate Transparency Act Compliance...more
Join the Williams Mullen Private Client and Fiduciary Services team for our annual Fiduciary Focus event. This year’s agenda is packed with insights on recent developments affecting fiduciaries – including tax law updates...more
2/8/2022
/ Art ,
Asset Management ,
Charitable Trusts ,
Continuing Legal Education ,
Cryptocurrency ,
Estate Planning ,
Fiduciary ,
Irrevocable Trusts ,
Opportunity Zones ,
Qualified Small Business Stock ,
Retirement Plan ,
Tax Legislation ,
Tax Litigation ,
Tax Planning ,
Webinars
Our world has undergone a relatively immediate and significant change as a result of the COVID-19 pandemic. Businesses, financial markets, schools, health care systems, tax laws, and our daily lives have changed and been...more
4/1/2020
/ CARES Act ,
Charitable Lead Annuity Trust ,
Coronavirus/COVID-19 ,
Estate Planning ,
Fiduciary ,
Filing Deadlines ,
Grantor Retained Annuity Trusts (GRATs) ,
Grantor Trusts ,
Interest Rates ,
Intra-Family Loans ,
Living Will ,
Medical Directives ,
Roth Conversions ,
Roth IRA ,
Social Distancing ,
Valuation ,
Webinars