Current Issues in Charitable Giving

Current Issues in Charitable Giving

Current Issues in Charitable Giving

March 7, 2019 • 12:45pm-3:00pm • Two City Center, 3rd Floor Portland

Important developments in charitable planning tax strategies, in particular the impact of changes in the 2017 tax act will be discussed.

Discussion Highlights:

  • Impact of the 2017 Act tax rate changes and the higher standard deduction
  • New limits on certain charitable gifts
  • New excise taxes for charitable organizations
  • Update of the regulations on substantiation of charitable gifts and strict enforcement of the substantiation rules
  • Charitable planning in light of the higher estate tax exclusion
  • Recent case law on conservation easements
  • Possible new rules for Donor Advised Funds

Portland Trust Company is pleased to offer Continuing Education opportunities featuring tenured professionals from the American Bankers Association Trust Schools.

Speakers:

Thomas W. Abendroth, Partner, Schiff Hardin LLP

Charles “Skip” D. Fox IV, Partner, McGuireWoods LLP

“Recent Developments in Estate and Trust Administration” has been approved for:
2.5 CTFA credits
2.5 CISP credits                                                                                                                                                                                                                                                                                                                                     2.0 CPE credits for CPAs (Taxes)
2.0 Maine CLE credits

RSVP amelia.kurtz@portlandtrust.com or 558-6222