Daniel Durst

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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] Spring Tax Forum - May 26th, 9:00 am ET

Join us virtually for the Spring Tax Forum on Thursday, May 26, 2022. Our speakers, Dan Durst and Kyle Wingfield, will provide the latest updates on tax and wealth planning, including: - Virginia’s recently passed Pass...more

5/13/2022 / Continuing Legal Education , Pass-Through Entities , Proposed Regulation , Retirement Plan , SECURE Act , State Taxes , Tax Planning , Virginia , Wealth Management , Webinars

[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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