Join the 17th Annual Fiduciary Focus in Richmond, VA
Discover the latest insights in estate planning at the 17th Annual Fiduciary Focus on February 27, 2026, in Richmond, Virginia.
Are you keeping up with the latest in estate planning? The 17th Annual Fiduciary Focus event, set for February 27, 2026, in Richmond, Virginia, is a fantastic opportunity to get informed on recent developments in wealth transfer and estate administration. Hosted by the Williams Mullen Private Client & Fiduciary Services team, this event promises insights from leading experts in the field.
Attendees can expect discussions on critical topics such as Wealth Transfer Tax Recent Developments and Preventable Problems in Estate Administration. With 4.5 hours of approved CFP and CPE credit available, this event is not just informative but also beneficial for your professional credentials. Imagine gaining insights that could help you navigate complex estate planning scenarios more effectively.
One of the highlights will be a focus on Trust Modification Techniques for Capital Gains Planning. This is particularly relevant for anyone looking to optimize their estate for tax efficiency. If you’ve ever wondered how to adjust your trusts to better manage capital gains, this session could provide the answers you need.
Another crucial topic is Estate Tax Portability and the importance of proper filing. Understanding how to take advantage of portability can significantly impact how much your heirs will inherit. The event will also touch on common pitfalls that can derail the estate administration process, which is invaluable knowledge for both professionals and individuals alike.
With breakfast and lunch provided, it’s a chance to network while learning from experts like Farhad Aghdami and Christine Nguyen Piersall among others. Whether you’re a seasoned professional or just starting in estate planning, this is an event you won’t want to miss. Consider attending to sharpen your skills and stay ahead in the ever-evolving landscape of estate law.