NVEPC Membership Meeting: What we Don't Talk about When we Talk about Estate Planning

Date: Tuesday, January 22, 2019
Time: 11:30am - 1:30pm
Location: Maggiano's Tysons Corner - Tysons Galleria, 2001 International Dr, McLean, VA 22102
Speaker: William Sanderson, McGuireWoods

 

Join us on January 22, 2019 for our  Membership Meeting: What We Don't Talk About When We Talk About Estate Planning, presented by William Sanderson of McGuireWoods.

About the Presentation:

The recent changes in tax laws have provided a nearly a decade of estate planning opportunities for many of our clients. Seismic demographic shifts in the population, rapidly evolving family and social norms, and even the recent tax laws have presented significant challenges to the estate planning community and our clients. The talk with address those changes and evolutions, with an eye towards the way they shape planning for our clients and the way we practice.


About the Speaker:

 

William Sanderson, McGuireWoods

Bill is the co-chair of McGuireWoods' private wealth services group and a member of the
firm’s fiduciary advisory services practice. He represents both 
high-net worth individuals
and families on a variety of sensitive and complex estate and business planning matters.
His practice focuses on the areas of estate planning and estate and trust administration.

 

A frequent speaker, Bill has also taught Federal Taxation Practice and Procedure at
Virginia Commonwealth University School of Business. Prior to completing his law degree at the University of Virginia School of Law, Bill completed coursework at the University of South Carolina School of Law. While attending the University of Virginia, Bill was a member of the Raven Society and the Jefferson Literary and Debating Society.

 

Experience
• Provided comprehensive estate, trust, tax and closely-held business planning advice to
multiple generations of high net worth families.
• Advised single family office operating in several states on Dodd-Frank Act compliance
and related issues.
• Drafted multiple grantor
retained annuity trusts (GRATs), including GRATs holding
closely held business interests and large concentrations of publicly held securities;
assisted clients in managing GRAT annuity payments and terminations.
• Worked with Generation X and Generation Y members of high net worth families on
the legal strategies to finance, build and grow start-up businesses.

Honors
• Named to "Legal Elite," Taxes/Estates/Trusts/Elder Law, Virginia Business, 2016
• Named to “Virginia Rising Stars,” Estate Planning and Probate, Closely Held
Business, Super Lawyers, Thomson Reuters, 2012-2016

 

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