February 27th, 2026
8:30 AM - 1:30 PM EST
Williams Mullen Center
200 South 10th Street, Suite 1600
Richmond, VA 23219
Timely insights into the latest developments in wealth transfer, estate administration, trust planning, and estate tax portability.
Join the Williams Mullen Private Client & Fiduciary Services team for our 17th Annual Fiduciary Focus event in-person at our Richmond, VA office.
Our speakers will include Farhad Aghdami, Christine Nguyen Piersall, Brent E. Baxter, Felix S. Swierski, IV, Charles B. Alvis and Anthony M. Freyre. Breakfast and lunch will be provided!
This year’s agenda is packed with insights into recent developments including:
- Wealth Transfer Tax Recent Developments
- Preventable Problems in Estate Administration
- Trust Modification Techniques for Capital Gains Planning
- Estate Tax Portability - Importance of Proper Filing
This program has been approved for 4.5 hours of CFP and CPE credit.
There is no cost to attend this event.
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Agenda:
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8:30 – 9:00 AM
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In-Person Registration, Breakfast & Networking
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9:00 AM – 1:00 PM
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Program
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1:00 – 1:30 PM
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Lunch
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