Events

Events

Events


Annual Gift Exclusions and Other Gifting Strategies

March 1, 2018 • 12:45 pm - 3:00 pm • Two City Center, 3rd Floor Portland

Only a few transfers are truly tax-free, in that the current value of the property transferred is... Read More »


Trustee's Duty to Account and Disclose

April 5, 2018 • 12:45 pm - 3:00 pm • Two City Center, 3rd Floor Portland

The open disclosure of information to beneficiaries is one of the fundamental duties of a trustee,... Read More »