EVENT
17th Annual Fiduciary Focus
Timely insights into the latest developments in wealth transfer, estate administration, trust planning, and estate tax portability.
Fri, Feb 27, 2026
8:30 AM
- 1:30 PM EST
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, George H. Bowles, 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.
| Agenda: | |
|---|---|
| 8:30 – 9:00 AM | In-Person Registration, Breakfast & Networking |
| 9:00 – 9:05 AM | Welcome |
| 9:05 – 10:05 AM | Wealth Transfer Tax Recent Developments Presenters: Farhad Aghdami & Brent E. Baxter |
| 10:05 – 10:50 AM | Challenges in Trust Administration: Problem Trustees and Problem Beneficiaries Presenters: Christine Nguyen Piersall & George H. Bowles |
| 10:50 – 11:00 AM | Break |
| 11:00 AM – 12:00 PM | Preventable Problems in Estate Administration Presenter: Charles B. Alvis |
| 12:00 – 12:10 PM | Break |
| 12:10 – 12:40 PM | On What Basis? Trust Modification Techniques for Capital Gains Planning Presenter: Felix S. Swierski |
| 12:40 – 1:00 PM | Estate Tax Portability – Importance of Proper Filing Presenter: Anthony M. Freyre |
| 1:00 – 1:05 PM | Closing |
| 1:05 PM – 1:30 PM | Lunch |
Disclaimer: This program is for informational purposes only and does not constitute legal advice nor automatically form an attorney-client relationship with participants.
Register
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