Daniel Durst

Daniel Durst

Williams Mullen

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[Event] 15th Annual Fiduciary Focus - February 23rd, Richmond, VA

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

1/30/2024  /  Continuing Legal Education , Events , Fiduciary , Financial Planning , Investment Management , Investors , No Contest Clause , Trustees , Wealth Management

[Event] 2023 Fiduciary Focus - February 24th, Richmond, VA

...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

2/8/2023  /  Continuing Legal Education , Corporate Transparency Act , Estate Planning , Events , Fiduciary , Financial Planning , Interest Rates , SECURE Act , Transfer of Assets , Wealth Management

[Event] Fall 2019 Tax Forum - October 3rd, Richmond, VA

Seminar Topics Include: • Recession Planning Considerations • Opportunity Zone Update • State and Federal Administrative Updates • Estate Planning Update...more

9/23/2019  /  Estate Planning , Events , Income Taxes , Opportunity Zones , Recessions , Tax Planning , Tax Policy
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