Recent Developments in Estate Planning and Estate and Trust Administration
Registration and cocktails
3:30pm 4:00pm
Program
4:00pm 6:00pm
Dinner
6:00pm 7:00pm
RESERVATIONS
RSVP
by Friday, October 12th
You will be sent a return email confirmation.
Once the handout for this program has been made available to us, you will be able to access it here.
* Please note printed handouts at the meetings are only provided to those individuals who have purchased the Handout Subscription *
About Skip Fox
Skip Fox is a partner in the Charlottesville office of McGuireWoods LLP and the former chair of the firm’s Tax and Employee Benefits Department and Private Wealth Services Industry Group. Skip concentrates his practice in estate planning, estate administration, trust law, and charitable organizations. Skip has been on the faculty of the American Bankers Association’s National Trust School and National Graduate Trust School since 1987. He was an Adjunct Professor at Northwestern University School of Law where he taught from 1983 to 2005 and has been an Adjunct Professor at the University of Virginia School of Law since 2006. He speaks extensively around the country on estate planning topics and is the co-presenter of the long-running monthly teleconference series on estate planning and fiduciary law issues sponsored by the American Bankers Association. Skip has contributed articles to numerous publications and was a regular columnist for the ABA Trust Newsletter on tax matters from 2001 to 2018. He is the author or co-author of seven books on estate planning topics. Skip is a Fellow and President of the American College of Trust and Estate Counsel. Skip received his A.B. from Princeton, his M.A. from Yale, and his J.D. from the University of Virginia. Skip’s wife, Beth, is a retired trust officer and they have two sons, Quent and Elm.
About the program
This will be a review of recent legislative, judicial, and regulatory developments in the fields of estate planning, estate and trust administration, transfer taxes, and fiduciary income taxation. Special attention will be paid to the implementation of the 2017 Tax Act, planning for married couples, valuation, gifts, charitable giving, asset protection, state income taxation, and life insurance.
