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

[Webinar] 12th Annual Fiduciary Focus - February 26th, 9:00 am - 12:00 pm ET

We invite you to attend our 12th Annual Fiduciary Focus program on Friday, February 26 – this year from the comfort of your desk. Our team will provide timely updates on wealth planning, including navigating potential changes...more

2/12/2021 / Biden Administration , Continuing Legal Education , Estate Planning , Fiduciary Duty , Financial Planning , Wealth Management , Webinars

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