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 (and those on the horizon), potential Virginia and Federal legislative changes as well as recent litigation you need to know about.

Our team will also provide tips for planning with unique assets such as cryptocurrency, art, retirement accounts, charitable trusts and other incentives such as Qualified Opportunity Zones (QOZs) and Section 1202 Qualified Small Business Stock (QSBS). We will close by helping you determine whether an irrevocable trust is indeed permanent.

We look forward to seeing you online at the end of February.