15th annual "estate planning for professionals" event

Oct. 26 • Marina Inn & Conference Center

Cover the hot topics, best practices and recent developments in estate planning, along with expert Charles D. “Skip” Fox IV. 

This event is designed for attorneys, trust officers and wealth management professionals. Four Continuing Legal Education (CLE) credits, including one hour of ethics, will be available for those practicing in the states of Iowa and Nebraska. Additional credit options may be available.

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SCHEDULE OF EVENTS

  • 7:45 a.m.: Registration/Coffee
  • 8-9 a.m.: Presentation: “Planning in a Time of Uncertainty”
  • 9-9:10 a.m.: Break
  • 9:10-10:10 a.m.: Presentation: “Recent Developments”
  • 10:10-10:20 a.m.: Break
  • 10:20-11:20 a.m.: Presentation: “Recent Developments” (cont’d)
  • 11:20-11:30 a.m.: Break
  • 11:30 a.m. - 12:30 p.m.: Presentation” Ethical Aspects of Asset Protection” 

ABOUT THE SPEAKER

Skip Fox

Charles D. "Skip" Fox IV is a partner in the Charlottesville office of McGuireWoods LLP and chair  of the firm’s Tax and Employee Benefits Department. 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 is a regular columnist for the ABA Trust Newsletter on tax matters. 

He is the author or co-author of seven books on estate planning topics.  Skip is a Fellow and President-Elect of the American College of Trust and Estate Counsel.  He 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.

 

SIGN UP TODAY

To register for the event, call (712) 277-6586 or fill out the following form: