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